Bâtirente, one of Æquo’s founding shareholders, is a collective retirement system founded in 1987 at the initiative of the CSN. It allows 20,000 workers in 300 unions to benefit from pension plans tailored to their needs by pooling their savings. In 2018, its assets under management were close to C$640 million.

“The very positive response of the market to Æquo’s shareholder services offering recognises not only Æquo’s professional expertise, but also that it meets a real need of institutional investors. This ability to represent investor interests, which now extends to Canadian and US public companies, demonstrates that the path opened by Æquo can continue to expand.”

Daniel Simard, CEO


Desjardins Global Asset Management (DGAM) is one of the leading institutional portfolio managers in Canada with more than $63.2 billion in assets under management for life and health, and property and casualty insurance companies, pension funds, foundations, trust companies, investment funds, public sector entities and corporations. DGAM has an investment team of more than 60 professionals, including nearly 40 highly qualified investment specialists. DGAM is also a signatory to the UN’s Principles for Responsible Investment.

“We are pleased to be working with Æquo to complement the scope our responsible investment activities at Desjardins Global Asset Management. Thanks to their industry-leading expertise, Æquo supports the implementation of our shareholder engagement, particularly with American companies. Æquo is a key partner in helping us integrate environmental, social and governance criteria into our investments.”

Nicolas Richard, President and Chief Operating Officer

Desjardins Global Asset Management

Established in Montreal in 2004, Hexavest is a boutique-style investment firm. Specializing in global equity management for an institutional clientele, the firm offers a different view of the markets through a contrarian, top-down approach and active currency management. The investment team has applied a consistent investment process based on fundamental analysis since 1991. As of April 30, 2018, Hexavest managed $20.2 billion of assets for investors located in Canada, United States, Europe and Asia Pacific.

“As responsible investors, we are proud of being one of Æquo’s first clients. The quality and consistency of their corporate engagements contributes to the evolution of the way we think and act on integrating ESG considerations into our investment process.”

Marc Christopher Lavoie, President and Portfolio Manager


The RRSE, one of Æquo’s founding shareholders, is a group of religious communities, organizations and individuals whose goal is to promote corporate social responsibility through engaged share ownership.

Gestion FÉRIQUE is a non-profit organization whose mission is to contribute to the financial health of engineers and engineering graduates, their families and their businesses. Gestion FÉRIQUE is the manager of the FÉRIQUE Funds. Gestion FÉRIQUE has been a signatory to the Principles for Responsible Investment since 2010.