Integrity. Values. Responsibility.

Our partnerships stand the test of time because they are based on integrity and strong values.
Flowing river in autumn forest.

What we do and how we do it are important

Our corporate social responsibility commitments guide us as an organization and ensure our actions reflect high standards of responsibility. Our investment philosophy is based on our commitment to active engagement with our portfolio companies so that together we identify and manage risk.

Businesswoman in discussion with colleagues.

Background

Sagard seeks to create long‐term partnerships with our investors, portfolio companies and our people. We believe that operating our business responsibly is imperative to maximizing long‐term relationships, both in ensuring alignment with the management teams we invest in as well as ultimately enhancing long‐term performance to our investors and capital partners.

Philosophy

We believe that strong, long-term partnerships are anchored in three beliefs:

1. Commitment

We honour our commitments through our investment period.

2. Integrity

We conduct ourselves with integrity in all facets of our business and strive to continually improve our investment and operational practices.

3. Transparency

We believe transparency is fundamental to build trust with all of our stakeholders:

Portfolio companies

Where we are active owners, we work to proactively identify risks and opportunities, and contribute positively to the responsible practices of our investments.

Investors and capital partners

We aim to provide our partners access to our investment companies and others in our ecosystem, as well as to our performance and results on a timely basis.

People

We empower our people with information on performance, strategy and decision making.

Commitment

Our commitment to acting responsibly includes:

1

Adhering to the highest standards of ethical conduct and good corporate governance

2

Becoming a signatory to the UN PRI to demonstrate our commitment to responsible investment

3

Integrating Environmental, Social and Corporate Governance (ESG) considerations into our investments

4

Implementing new commitments led by Paul Desmarais III, Chief Executive Officer of Sagard and Chair of its ESG Committee

5

Minimizing our limited environmental impact with focus on continuous improvement

6

Making a positive contribution to our community through initiatives such as the Black Wealth Club

Team

The Sagard team

Who we are

About Sagard