1) Compile list of largest asset managers in Canada (filter >$1bn, non-bank owned)
Categorize asset owners by type
o In addition to largest owners, compile a list of all 2) family offices, 3) foundations, and 4) endowments. Family offices are the top priority but will likely be the most difficult.
For foundations, distinguish between family, corporate and community foundations.
Include corporate impact funds (including corporate foundations making investments, corporate social ventures or other related funds). Ex: Telus Fund, Salesforce Impact Fund.
- Prioritize asset owners who are interested in ESG (Environmental, Social and Government investing), RI (responsible investing) and impact investing. Some guiding factors will include:
o Public declarations of interest in/commitment to ESG, RI
Excel spreadsheet containing the following columns:
- name, location, year of creation, Assets Under Management (AUM), asset owner type, public commitments to ESG, RI or impact investing, priority level
Bu iş için 20 freelancer ortalamada $169 teklif veriyor
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