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
20 freelanceria on tarjonnut keskimäärin %project_bid_stats_avg_sub_26% %project_currencyDetails_sign_sub_27% tähän työhön
Have previously researched on USA and Canada companies. That experience will help in gathering data. Relevant Skills and Experience Internet research, data entry, excel, reside in North America.
Web scrapping to find the identified asset managers in target country Relevant Skills and Experience I have a masters degree and 4 years experience at Heineken Proposed Milestones $155 USD - Completion