Maxime Ménard

The Canadian Coalition for Good Governance (CCGG) is an organization representing 51 major institutional investors managing approximately $6.4 trillion in assets. The organization develops and disseminates best practice guidance on governance, environmental and social oversight, and executive compensation through committees chaired by industry leaders. CCGG recognizes excellence in shareholder communications via its governance gavel awards and participates in public policy advocacy by responding to regulatory consultations and engaging with boards, regulators, and the public on governance challenges including diversity, AI oversight, and climate-related disclosures. The non-profit company is based in Toronto, Canada. It promotes good corporate governance practices and supports institutional investors in fulfilling their fiduciary and stewardship responsibilities. CCGG facilitates private engagement between independent directors of Canadian public companies and institutional investors through its engagement program, which includes annual board engagement reports and issuer-specific research available to members. It publishes resources such as the executive and director compensation guidebook, building high performance boards policy, and annual best practices for proxy circular disclosure reports. Membership benefits include access to exclusive research, educational webinars, participation in committees, and detailed governance reviews. The Canadian company was founded by Claude Richard Lamoureux, Stephen Arnold Jarislowsky.

Functions as investment fund

FCC-IM is an active, research-driven manager that offers a broad spectrum of investment strategies across asset classes, styles, and capitalization ranges. The firm provides extensive expertise in Canadian active and structured fixed-income, Canadian and foreign equity, asset allocation, and non-traditional investment solutions through a broad range of strategies and services. Independent bottom-up fundamental research is the cornerstone of their Canadian and foreign equity strategies, while rigorous top-down fundamental research, independent of sell-side analysis and of credit rating agencies, is the cornerstone of their actively managed fixed-income strategies, resulting in opinions that are independent of market views.

JFL creates diversified balanced portfolios consisting of fixed income assets as well as North American and international equities. It aims to add value through longer-term asset mix positioning rather than short-term trading. For many of their portfolios, they strive to keep portfolio volatility or risk to a minimum by implementing gradual asset mix changes and often employ a “buy and hold” strategy. The firm’s style has historically emphasized buying long-term growth at a price they have deemed reasonable. JFL integrates Environmental, Social, and Governance (ESG) considerations in their assessment of quality across many of their strategies.

Operates as a museum

FIC aims to deliver strong long-term returns through fundamental analysis with a bottom-up stock picking approach to select investments. Their portfolio managers and analysts employ a hands-on investment approach which includes visiting companies, conducting interviews and communicating with competitors. The firm covers over 90% of the companies included on the major global indices.

Publishes newspapers, magazines and journals