Sustainability at the heart of our activities
A strategy guided by our convictions
At La Caisse, we remain convinced that sustainability is a key driver of sound risk management and value creation, and is essential to our fiduciary role.
This approach enables us to capitalize on investment opportunities and protect our assets, which are exposed to sustainability factors, including climate risks. Sustainable investing helps us construct resilient portfolios that are well-positioned for the long term for the benefit of our depositors.
To firmly anchor our conviction and continued efforts toward our goal of achieving a net-zero portfolio by 2050, this year we entered an ambitious new phase in our climate strategy: to accelerate the decarbonization of companies and the economy. See the Environment section for more details.
Our objectives
- Embed sustainability in our role as an investor
- Reach $400 billion invested in climate action by 2030
Responsible teams with the right tools
Since the end of 2025, most of our investment teams have been responsible for incorporating sustainability considerations into their investment decisions. In 2026 we will finalize the roll-out to all our investment teams. They can count on the support and expertise of our sustainable investing specialists to guide them through complex issues. The goal of this change is to fully embed sustainability into our investor role, since it is consistent with the organization’s governance principles.
This new approach strengthens our sustainable investing culture at La Caisse. Furthermore, in line with recent developments in our climate strategy, this approach equips our teams to pursue thematic investing that is both promising and profitable. Lastly, it also enables us to take our support for portfolio companies on sustainability questions to the next level through targeted interventions.
Tailor-made tools for integrating sustainability
Customized training modules
Decision-making guides
AGiR, our internal platform
Dynamic toolbox
Customized training modules
- Training sessions tailored to each asset class, focused on our ambitions and the integration of sustainability at La Caisse
- Support in identifying key sustainability opportunities and risks
Decision-making guides
AGiR, our internal platform
Dynamic toolbox
Decision-making guides
- Describe sustainability topics, processes and internal assessment methods
- Enhance the rigour and autonomy of the investment teams
Customized training modules
AGiR, our internal platform
Dynamic toolbox
AGiR, our internal platform
- Platform for conducting sustainability analyses and monitoring companies
- Assessment of our portfolio companies' practices and monitoring their progress
Customized training modules
Decision-making guides
Dynamic toolbox
Dynamic toolbox
- Set of tools used to integrate sustainability into investment decisions
- Access to relevant resources, updated regularly
Customized training modules
Decision-making guides
AGiR, our internal platform
Our six sustainable investing levers of influence
Strategy
Deployment of strategies, policies and initiatives to affirm our ambition in sustainability and provide our teams with a shared direction.
Leadership
Participation in initiatives and working groups in Québec and abroad alongside our peers in the financial ecosystem to advance sustainable investing and related public policy.
Integration into the investment process
Assessment of performance based on sustainability criteria, integrated into the investment analysis and decision-making process.
Dialogue and engagement
Ongoing dialogue with our portfolio companies and external managers to promote sustainability best practices.
Support
Advisory role for our teams, nominee directors, portfolio companies, external managers and operating partners to help them seize opportunities for value creation and sustainability protection.
Shareholder voting
Exercise of our right to vote as a shareholder in ways that are consistent with our sustainability convictions and priorities, and our fiduciary duty.
Sustainable Development Goals
We contribute to six United Nations Sustainable Development Goals.
