Canadian charitable foundations are increasingly looking for opportunities to align their asset management with their organizational missions.

Mission-related investing or impact investing is an approach that seeks to generate positive social and environmental impacts across Foundation investment portfolios.

SHARE provides a suite of services to help foundations steward their public equity investments in ways that reflect their values while sustaining long-term financial returns. SHARE also works with foundation boards and investment committees to develop policies and governance capacity to effectively guide their approach to responsible and mission-related investing.

Foundation Investing 2.0 is bringing together Canada’s philanthropic community to expand and deepen impact and responsible investing. Implemented by SHARE and Rally Philanthropy, the project is for foundation trustees, CEOs, executive directors and senior finance staff, to support them wherever they might be in their journey. Over the next year, there will be opportunities to participate in webinars, access practical tools and resources and join in-person workshops and master classes on key investment themes and issues including climate change, decent work and reconciliation.

PROXY VOTING SERVICES

Proxy Voting
Full Voting service with comprehensive guidance on ESG issues.

Proxy Monitoring
Notification, analysis and vote recommendations on key votes that matter to your Foundation.

Proxy Auditing
Find out how your managers voted on key proxy votes from the previous year.

Voting Guidelines
Develop guidance for how your proxies are voted.

More information on SHARE’s proxy voting services

ENGAGEMENT SERVICES

Core Engagement
Comprehensive engagement service with Canadian companies on the most pressing ESG issues.

Custom Engagement
In-depth engagements on a specific ESG issue reflecting Foundations’ missions.

More information on SHARE’s engagement services

CONSULTING SERVICES

Board Education
Education on responsible investment catered to Foundation’s specific needs and interests.

Policy Development
Develop clear frameworks and strategies for implementing responsible investment strategies.

PRI Reporting
Support for PRI signatories to complete the annual assessment and progress report to the PRI.

More information on SHARE’s policy development, board education and PRI reporting services

UPCOMING EVENTS

FEATURED