Active Ownership Services

“We will be active owners and incorporate ESG issues into our ownership policies and practices.” -Principle 2, UN Principles for Responsible Investment

Increasingly, investors understand that environmental, social, and corporate governance (ESG) factors are an important component of risk management and a potential source of value creation over the long-term. SHARE’s Active Ownership Services are founded on the strategy that active, informed shareholders can help companies achieve best-of-class, long-term performance.

Active owners exercise their shareholder rights to maintain a direct interest in how the companies they own manage all aspects of business performance. SHARE offers Active Ownership Services in three areas:

  1. Proxy Voting Services
  2. Shareholder Engagement Services
  3. Portfolio Watch Service

SHARE also offers Advisory Services to institutional investors, providing the tools and training investors need to stay up-to-date on the latest issues, topics and emerging trends in responsible investment.

SHARE’s investor services are specifically designed for organizations that want to become active owners but have limited internal resources or experience. Through SHARE, investors are able to pool resources in order to build a comprehensive active ownership program on any important investor issue: climate change, labour standards, reputational management and other emerging issues. 

With over eight years of experience, SHARE is the only organization in Canada that provides institutional investors with proxy voting, shareholder engagement, and responsible investment advisory services, tools and training.  Investors have the option of choosing individual services or seamlessly integrating shareholder engagement, vote execution and advice. 

Please contact us for further information on how SHARE can work directly with your fund to create a customized responsible investment training program or to support your board in responsible investment policy development and implementation.