Æquo expands its engagement offering: two approaches, same analytical standard
Institutional investors can now choose between two approaches to shareholder engagement with Æquo: a market-based approach, now well established, and a thematic approach, newly designed for investors who want to focus on a specific key issue.
The thematic approach channels research, prioritization and engagement efforts on a single priority, using in-depth dialogues to demonstrate clear leadership aligned with a responsible investment policy. It is particularly well suited to investors who wish to anchor a portion of their portfolio around a strong thematic conviction.
Each of our three themes is built on a targeted, structured engagement framework.
- Æquo Climate: carbon footprint, science-based GHG emission reduction targets, climate transition plans, just transition principles, climate lobbying coherence, climate governance, and disclosure.
- Æquo Biodiversity: nature-related impacts and dependencies, identification of risks and opportunities, impact reduction strategies, nature-related governance and disclosure, alignment with the Kunming-Montreal Global Biodiversity Framework, and TNFD recommendations.
- Æquo Society: compliance with international human rights standards and treaties, working conditions, equity and inclusion, value chain due diligence, product responsibility and consumer safety, relations with workers, local communities and Indigenous peoples, responsible management of artificial intelligence, governance, and disclosure on social issues.
The market-based approach takes a holistic assessment of the most material ESG issues for each company, considering its sector, geography, and business model. While the main areas of focus remain climate, biodiversity, social equity, and governance, their priority varies from one company to another.
This approach suits investors who favour a broader view of risk and thematic flexibility. It is available for Canadian, U.S. and global large-cap stocks, as well as global small-cap stocks.
With two distinct impact strategies now available, Æquo applies the same rigorous analytical approach to both. This evolution reflects our commitment to shareholder engagement tailored to each client’s priorities and portfolio profile, as well as our broader mission to amplify the voice of investors and contribute to a sustainable economy.