Vancity Investment Management LTD
Vancity Investment Management Ltd. (VCIM), founded in 1995 and headquartered in Vancouver, British Columbia, is a wholly-owned subsidiary of Vancouver City Savings Credit Union (Vancity). VCIM is a professional wealth management firm and a pioneer in sustainable investing in Canada, offering discretionary, segregated investment management to individuals, non-profits, unions, foundations, trusts, First Nation governments, and other organizations. The firm integrates rigorous ESG (environmental, social, and governance) analysis along with traditional financial analysis. Vancity Investment Management employs a highly experienced team of portfolio and investment managers and acts as both a direct portfolio manager and a sub-advisor for several SRI (socially responsible investment) mutual funds. They serve Canadian and global clients interested in both wealth generation and positive societal impact. Employee count is not public, but as a focused asset management firm, it is likely under 100.
Investment Strategy
Vancity Investment Management specializes in responsible, sustainable investing, integrating environmental, social, and governance (ESG) factors into their investment process alongside traditional financial analysis. The team actively engages with company management and shareholders to ensure ESG risks are managed and positive corporate behavior is encouraged. VCIM’s investment philosophy is rooted in the belief that sustainable business practices drive long-term competitive returns. The firm offers tailored discretionary portfolio management that aligns with clients’ values, constructing portfolios with a disciplined and consistent approach, and matching each client's investment objectives. Their strategy also includes active shareholder engagement and a preference for businesses driving positive social and environmental change.
Top Holdings
Equity Positions (71)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 11.65% | $92.2M | 185,412 | $375.39 | $497.41 | +$21.5M |
V V | VISA INC-CLASS A SHARES | 5.75% | $45.6M | 128,302 | $350.48 | $355.05 | +$743.0K |
N NOW | SERVICENOW INC | 5.26% | $41.7M | 40,515 | $796.14 | $1028.08 | +$8.0M |
A AMZN | AMAZON.COM INC | 4.82% | $38.1M | 173,794 | $190.26 | $219.39 | +$3.5M |
S SPGI | S&P GLOBAL INC | 4.73% | $37.4M | 71,014 | $508.57 | $527.29 | +$2.2M |