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Laurier’s investments are managed by investment managers in pooled funds and limited partnerships.
Many of Laurier’s investment managers have publicly available policies on environmental, social and governance (ESG) factors, and they must report on the topic each year to Laurier’s Investment Oversight Sub-committee.
All of Laurier’s investment managers except one are signatories to the UN PRI (United Nations‐supported Principles for Responsible Investment). The one that is not a signatory invests solely in private mortgages within Canada and the U.S.
The table below links investment managers to their UNPRI signatory profiles.
|
Investment Type |
Investment Manager / Fund Name |
Endowments and Other Investments* |
Total |
||
|---|---|---|---|---|---|
|
Canadian Equity |
Fiera Capital Corporation / Fiera Canadian Equity Fund – Class A |
162.6 |
16.1 |
7.5 |
186.2 |
|
Manitou Investment Management Ltd. / Segregated Fund |
74.0 |
N/A |
N/A |
74.0 |
|
|
Manitou Investment Management Ltd. / Manitou Canadian Equity Fund |
N/A |
6.4 |
3.5 |
9.9 |
|
|
Global Equity |
Walter Scott & Partners Limited / NCS Global Fund |
167.3 |
15.8 |
12.9 |
196.0 |
|
Boston Partners Global Investors Inc. / BP Global Equity Pooled Fund |
165.3 |
18.8 |
N/A |
184.1 |
|
|
Fixed Income: Cash and Equivalents |
Cash |
2.7 |
0.1 |
N/A |
2.8 |
|
Phillips, Hager & North Investment Management Ltd. / PH&N Canadian Money Market Fund |
10.2 |
3.2 |
3.4 |
13.4 |
|
|
Fixed Income: Canadian Bonds |
Phillips, Hager & North Investment Management Ltd. / PH&N Core Plus Bond Fund |
142.3 |
11.2 | 3.4 |
156.9 |
|
Fixed Income: Mortgages |
Addenda Capital / Addenda Commercial Mortgage Pooled Fund |
N/A |
10.6 |
N/A |
10.6 |
|
Romspen / Romspen Mortgage Investment Fund |
84.1 |
13.9 |
N/A |
98.0 |
|
|
Balanced |
Jarislowsky Fraser Global Investment Management / Canadian Equity Fund / JF Fossil Fuel Free Canadian Equity Fund |
N/A |
5.7 |
N/A |
5.7 |
|
Jarislowsky Fraser Global Investment Management / Bond Funds / JF Canadian Equity Fund / JF Global Equity Fund |
N/A |
3.2 |
N/A |
3.2 |
|
|
Alternative Strategies: Real Assets |
IFM Investors / IFM Global Infrastructure (Canada) LP – Class A |
113.3 | 14.0 |
3.1 |
130.4 |
|
CBRE Global Investors / CBRE Global Alpha Feeder Fund – Series 3 |
74.6 |
10.4 |
2.0 |
87.0 |
|
|
All Investment Types |
All Funds |
996.4 |
129.4 | 32.4 |
1,158.2 |
*Policies and procedures on endowments and other investments:
In June 2024, Laurier enhanced its responsible investing practices with the move to disclose, on an annual basis, its investments, where applicable, to the holdings level. Below is a list of investment managers and their investment holdings as of March 31, 2024: