Sustainable Canadian Equity

Overview

This strategy is a well-diversified all-cap portfolio providing exposure to ESG leaders. Its objective is to provide long-term capital appreciation in accordance with the portfolio managers’ sustainable-investment principles. The portfolio can invest up to 10% in U.S. securities.

Benchmark

S&P/TSX Composite Index

Philosophy and process

  • The management team uses an investment approach combining fundamental analysis and sustainable investment principles, complemented by active engagement with investees to improve their sustainable practices.
  • The sustainable-investing approach combines a selection process based on two characteristics: companies that are sustainable corporate leaders versus their peers (80%) and thematic investments in companies that provide solutions for environmental, social, and governance (ESG) issues (20%). The portfolio excludes UN Global Compact violators, guns, and tobacco-exposed corporations.
  • The portfolio managers research companies with an attractive growth profile at a reasonable price.
  • The stock selection process relies on bottom-up fundamental analysis.

Why invest in these strategies?

  • A diversified portfolio comprised of 50 to 80 Canadian ESG leaders.
  • Exposure to companies with long-term growth potential based on the implementation of the best sustainable business practices.
  • Stable and skilful investment team with a long-term track record, supported by an in-house sustainable-investment expert.

How to invest?

Portfolio Manager(s)

David Caron

Senior Director, Portfolio Manager, North American Equities

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