Posted: October 16, 2019
Q3 2019 saw engagement with 10 companies held within our portfolio. Themes discussed included Climate Transition, Human Rights and Decent Work. A full report by company is available here.
Posted: October 2, 2019
Did you know that by transferring publicly traded securities to our congregation or another charity, you will experience a greater tax advantage than by donating the same amount in cash? To take advantage of the tax benefit, the donation has to be in-kind – meaning there is a transfer of the shares themselves. We invite you to find out more about making donations of securities to your congregation, both now or later in your will. Learn more by joining us for an informative half-hour webinar on Tuesday, November 5, 2019 at 2:30 pm EDT. During the webinar, you will hear from Bill Gastmeier... Read More
Posted: July 17, 2019
Q2 2019 saw engagement with 11 companies held within our portfolio. Themes discussed included Accountable and Effective Governance with significant progress made with SmartCentres REIT and positive dialogue with Enbridge with both themes of Investing in a Just Transition and Investing in Reconciliation. A full report by company is available here.
Posted: April 29, 2019
Q1 2019 saw engagement with 7 companies held within our portfolio. Themes discussed included Investing in a Just Transition with significant progress made with Fortis Inc and positive dialogue with Algonquin Power & Utilities Corp. Other themes included investing in decent work and human rights. A full report by company is available here.
Posted: April 12, 2019
We've just made it easier for congregations like yours to access professional investment management for money you have set aside for the future. Our new Small-Cap Managed Fund allows you to invest amounts as small as $25,000 with ELFEC while retaining ownership of your assets. Now there's a way to invest congregational funds other than bank accounts and Guaranteed Investment Certificates. For a decade, congregations have been able to open a Managed Fund with a minimum of $50,000, and more than 30 have done so. Now the Small-Cap Fund, with most of the same features as its older sibling,... Read More
Posted: April 1, 2019
We are very excited to announce enhancements to our Managed Partner Program, we are now offering congregations the opportunity to partner with us in a Small-Cap Managed Partner Fund. ELFEC offers congregations and faith-based charitable organizations the opportunity to pool their investments with ours. Our partners benefit from professional investment management in accordance with an Investment Policy that emphasizes preservation of capital, generation of reasonably predictable stream of income, capital growth while ensuring Responsible Investing policies are followed. We now offer two... Read More
Posted: March 27, 2019
Each year SHARE develops an engagement plan in consultation with us, outlining where we will focus our collaborative efforts to improve corporate sustainability performance. A short public summary of the themes we’re discussing with Canadian companies is now available here.
Posted: January 30, 2019
Q4 2018 saw engagement with 10 companies held within our portfolio. Themes discussed included Investing in a Just Transition with significant progress made with Bank of Nova Scotia, Algonquin Power & Utilities and National Bank of Canada. Other themes included investing in decent work and board diversity. A full report by company is available here.
Posted: October 29, 2018
• In-kind transfers of stocks or bonds are normally completed within 10 working days after the authorization is received at the office of Royal Bank Investor Services (RBIS). If your donation is made near the end of the calendar year, the transfer authorization form must be received by RBIS no later than December 10 to ensure that the transfer is completed by December 31 and the donation receipt can be dated in the current calendar year. • In-kind transfers of mutual fund units may take 20 or more working days to complete. If your donation is made near the end of the calendar year, the... Read More
Posted: October 16, 2018
Q3 2018 saw engagement with 10 companies held within our portfolio. Themes discussed included Investing in Reconciliation with significant progress made with NFI Group (formerly: New Flyer Industries), WSP Global Inc and TransCanada Corporation. Other themes included investing in decent work and Just TransitionA full report by company is available here.