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
Full Voting service with comprehensive guidance on ESG issues.
Notification, analysis and vote recommendations on key votes that matter to your Foundation.
Find out how your managers voted on key proxy votes from the previous year.
Develop guidance for how your proxies are voted.
More information on SHARE’s proxy voting services
Comprehensive engagement service with Canadian companies on the most pressing ESG issues.
In-depth engagements on a specific ESG issue reflecting Foundations’ missions.
More information on SHARE’s engagement services
Education on responsible investment catered to Foundation’s specific needs and interests.
Develop clear frameworks and strategies for implementing responsible investment strategies.
Support for PRI signatories to complete the annual assessment and progress report to the PRI.