Fondaction
Stephan Morency has a diverse work experience spanning over several industries and roles.
Stephan began their career in 1995 as an Analyste at Deloitte & Touche, where they worked in corporate finance. In 1998, they joined Desjardins Capital as a Portfolio Manager, a role they held until 2001.
In 2009, Morency started working at Fondaction CSN, where they held various positions over the years. Stephan started as a Portfolio Manager and worked in that role until 2012. From 2012 to 2016, they served as a Senior Portfolio Manager. In 2017, they became the Deputy Chief Investment Officer, Participations Majeures. Finally, in 2019, they were promoted to Vice-President and Chief Investment Officer, a position they currently hold.
In addition to their role at Fondaction CSN, Morency has also held several positions outside of the company. In 2017, they joined Transition énergétique Québec as a Board Member, serving until 2019. In the same year, they also became a Fiduciaire at the Société de développement Angus. In 2019, they joined The Global Impact Investing Network as a Member of the Investor Council.
Most recently, in 2021, Morency began working at L'Union des producteurs agricoles (UPA) as a Fiduciaire at the Fiducie agricole UPA/Fondaction.
Throughout their career, Stephan Morency has demonstrated strong expertise in investment management and finance, and has also actively contributed to various organizations in advisory and leadership roles.
Stephan Morency holds a Baccalauréat en commerce / Bcomm degree from Concordia University. Their field of study focused on finance and business law. No specific information is provided regarding the start or end years of their education.
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Fondaction
Since its creation in 1996, Fondaction has been based on the belief that it is not only possible to do things differently in the financial and business world, it is a necessity.Fondaction helps Québecers prepare for retirement by offering affordable retirement savings to everyone. The savings collected are invested in companies across Québec.This way, Fondaction helps create and maintain quality jobs, contributing to a stronger, more equitable and greener economy.Created in 1996, Fondaction is a labour-sponsored fund with assets in excess of one billion dollars collected as retirement savings from more than 131,000 shareholders. Fondaction's direct investments and those made through investment funds support the development of more than 1 050 SMEs in different lines of business, in large part involved in various components of the social economy.Fondaction has always been resolutely committed to socially responsible finance, from the moment it was created. The principles of sustainable development are integrated in everything it does. Whether investing in businesses directly or in capital markets, Fondaction always applies the principles of responsible investment to the money entrusted by its savers.Fondaction was one of the first institutions in Québec to make accountability reports an obligation in an effort to improve its practices and contribute to moving sustainable development forward in Québec. It produced its first report on sustainable development in 2006 in accordance with the international standards of the Global Reporting Initiative (GRI), the highest standards of precision and transparency in economic, social and environmental accountability.In 2010 and 2012, Fondaction remained at the forefront with its 3rd and 4th sustainable development reports, having them reviewed by an independent firm and achieving an application level of A+ from the GRI. Fondaction is the only financial institution in Québec to achieve this level.In 2014, Fondaction tabled its 5th sustainable development report, produced in accordance with the latest GRI guidelines, the G4. Fondaction also opted for Comprehensive compliance, becoming the 1st financial institution in North America and the 9th in the world to voluntarily adhere to these requirements.