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Finding company names in Canada

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

Habilidades: Análisis de negocios, Entrada de datos, Excel, Estudios de mercado, Investigación

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Información del empleador:
( 0 comentarios ) Canada

Nº del proyecto: #17356419

20 freelancers están ofertando el promedio de $169 para este trabajo

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7.5
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2.1
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NelsonMcgregor

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