Investment Approach

As a systematic equity manager, we integrate ESG by applying exclusions, filtering out specific companies and industries from our investment universe, rather than conducting separate fundamental analyses.

Exclusion List

The main exclusion are companies related with:

Coal, or coal-based energy
Found to be in violation of human rights
Production of weapons
History of bribery and corruption

Given the size of our firm, resource constraints were a key factor in our decision to outsource the creation of our exclusion lists. It is in the best interest of our clients to rely on external expertise that ensures a deeper understanding of the challenges at hand.

Proxy Voting

Our Proxy Voting Guidelines are flexible and consider local market practices, laws, and governance codes.

We take a pragmatic approach, adapting our voting to the specific circumstances of each company and market.

Occasionally, Evovest may miss voting deadlines due to timing issues. We do not consider this to materially affect our clients or strategies, as our systematic, research-driven approach minimizes the reliance on proxy voting.

Future Processes

We continuously refine our investment process by integrating new data and developing innovative practices. As ESG disclosure standards like the ISSB and CSRD become established, we will leverage consistent and high-quality data to enhance our portfolio construction.

Corporate Practices

At Evovest, responsible investing drives better risk management and sustainable long-term growth.

We are proud to be a certified B Corp company and be growing with this community. Being a B Corp gives us a framework and access to like-minded individuals to make an impact in our community. It is a valuable way to assess our social and environmental impact while aligning ourselves with a community of compagnies doing good.

Key Figures

check By 2030

50% emission reduction and net zero

check Public Transport

subsidized for employees

check Ongoing evaluation

of our carbon footprint

Philanthropic Contributions

Proud to partner with Diplômés + Fondation HEC Montréal, providing scholarships and participating in their student investment fund to support and encourage academic excellence. This partnership fosters the next generation of leaders and innovators.

Additionally, our key executives actively contribute to various non-profit organizations, such as the DPJ Foundation, furthering our commitment to social responsibility and community development.

Community Engagement

We are proud to partner with the Fondation HEC Montréal in shaping the future of investment professionals. By supporting FPHEC, a student-run investment fund, we are empowering the next generation to lead with innovation and expertise.

As a proud alumnus, Carl actively contributes to the board of directors, where we collaborate closely with students, guiding and enhancing their investment process to foster real-world skills and impact.

Diversity, Equity and Inclusion

At Evovest, we value the innovation and creativity that diverse perspectives bring. We support DEI through initiatives like Technovation, VersaFI (formerly Women in Capital Markets), and targeted internships, demonstrating our commitment to fostering a more inclusive industry and workplace.

"Evovest is committed to making a meaningful social impact through our philanthropic efforts"

Carl Dussault