Sustainalytics, a Morningstar Company, is a leading independent ESG and corporate governance research, ratings and analytics firm that supports investors around the world with the development and implementation of responsible investment strategies. For more than 25 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors. Today, Sustainalytics works with hundreds of the world’s leading asset managers and pension funds who incorporate ESG and corporate governance information and assessments into their investment processes. Sustainalytics also works with hundreds of companies and their financial intermediaries to help them consider sustainability in policies, practices and capital projects. With 16 offices globally, Sustainalytics has more than 650 staff members, including more than 200 analysts with varied multidisciplinary expertise across more than 40 industry groups. For more information, visit www.sustainalytics.com.
Services offered: Will & Estate planning
Shareholder Association for Research & Education
SHARE mobilizes investor leadership to build a sustainable, inclusive and productive economy. For the past 18 years we have been a Canadian leader in providing responsible investment services, research and education to help a growing network of institutional investors become active owners and to develop and implement effective and efficient responsible investment policies and practices. SHARE works with more than 100 leading Canadian institutions including pension funds, foundations, asset managers, Indigenous and religious organizations. Our collaborative programs are driving real change in individual corporate policies and practice, sectoral or cross-sectoral practices, broader public policy, legislation and regulations.
Rally Assets
Rally Assets is an impact investment management firm. The firm helps investors generate positive social and environmental impact alongside a financial return. Rally creates impact funds and other portfolios to enable foundations, other institutional investors, family offices and individual accredited investors to invest in alignment with their values. Through its joint venture in Realize Capital Partners, Rally is a fund-of-funds manager for the Government of Canada’s Social Finance Fund.
Rally is a Portfolio Manager and Exempt Market Dealer registered in Alberta, British Columbia, Ontario and Quebec with the respective provincial securities commissions.
Rally is a certified B Corporation.
MSCI ESG Research
For more than 40 years, MSCI’s research-based indexes and analytics have helped the world’s leading investors build and manage better portfolios. Clients rely on our offerings for deeper insights into the drivers of performance and risk in their portfolios, broad asset class coverage and innovative research. MSCI serves 99 of the top 100 largest money managers, according to the most recent P&I ranking.
Mercer (Canada) Limited
At Mercer, we believe in building brighter futures. Together, we’re redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being.
Mercer Sustainable Investment helps asset owners transform and achieve their sustainability objectives by managing ESG and financial risks, maximizing returns sustainably, and making a positive impact. We partner with our clients to manage risk, maximize investment returns, make a positive impact and be part of a brighter future.
Mercer Sustainable Investment delivers leading investment research, advice and solutions that supports a growing number of clients in their goals for a sustainable future, achieving better economic, environmental, and social outcomes for beneficiaries, and a wider group of stakeholders.
ISS ESG
ISS ESG, the responsible investment arm of Institutional Shareholder Services, helps investors develop and integrate responsible investing policies and practices, engage on responsible investment issues, and monitor portfolio company practices through a suite of industry leading solutions. It also provides climate data, analytics, and advisory services to help financial market participants understand, measure, and act on climate-related risks across all asset classes. In addition, ESG solutions cover corporate and country ESG research and ratings enabling its clients to identify material social and environmental risks and opportunities. For more information, please visit us at: www.iss-esg.com
FTSE Russell
FTSE Russell is a leading global index provider creating and managing a wide range of indexes, data and analytic solutions to meet client needs across asset classes, style and strategies. Covering 98% of the investable market, our indexes offer a true picture of global markets, combined with the specialist knowledge gained from developing local benchmarks around the world.
Approximately $16 trillion is currently benchmarked to FTSE Russell indexes. For over 30 years, asset owners, asset managers, ETF providers and investment banks have chosen our indexes to benchmark their investment performance and create investment funds, ETFs, structured products and index-based derivatives.
CUMIS
The CUMIS Group Limited (CUMIS), which is part of The Co-operators group of companies, partners with credit unions to deliver competitive insurance and financial solutions. As the leading provider of insurance-related products and services to the Canadian credit union system, CUMIS serves over 300 credit unions, with a total of more than 5.5 million members.
OPTrust
With net assets of almost $25 billion, OPTrust invests and manages one of Canada’s largest pension funds and administers the OPSEU Pension Plan (including OPTrust Select), a defined benefit plan with over 106,000 members.
As a pension delivery organization, we exist to serve our members, active and retired. Ensuring we can pay pensions today and preserve pensions for tomorrow is our mission each and every day.
Bâtirente
Bâtirente offers members of labour unions affiliated to the CSN a retirement system integrating accumulation plans and retirement benefit plans. A mix of eleven investment funds is available. Of those, five are diversified funds providing return/risk profiles that can be adapted to your needs and to the various stages of your life. To make your life simpler while offering you an optimal portfolio throughout your career and your retirement, Bâtirente offers Trajectory, its turnkey investment strategy.
Bâtirente was created in 1987 at the initiative of the CSN, to give women and men workers access to retirement plans adapted to their needs. In addition, this group retirement savings system provides many advantages. Bâtirente’s management fees are lower than those of most comparable funds, and discounts are granted to groups based on their size and accrued assets. Registered as a financial services firm, Bâtirente directly assumes the distribution of its products and services.
Three hundred groups, most of which are labour unions affiliated to the CSN, have established Bâtirente retirement plans. Some 21,000 members use them to build their retirement financial security. In addition, Bâtirente signs agreements with institutions wishing to take advantage of the investment system that it established. These institutions comprise labour unions, associations, co-operatives, social economy organizations, private funds and foundations.
Bâtirente retirement plans are usually implemented upon the signing of collective agreements that establish capital accumulation plans featuring employer and employee contributions. All members of Bâtirente accumulation plans may voluntarily continue to enjoy the advantages provided by its collective retirement system when the time comes to transfer their capital to retirement benefit plans.