Sarona Asset Management Inc

Certified B Corporation
Headquarters

Ontario, Canada

Certified Since

November 2011

Industry

Equity investing - Emerging Markets

Sector

Service with Minor Environmental Footprint

Operates In

Canada,

Singapore,

United States

With a rich history stretching back to 1953, Sarona has extensive experience investing in Frontier and Emerging Markets. Their ambition is to use this experience to deliver top-quartile returns by investing growth capital in private equity funds and companies that benefit local communities and the environment. They focus on small to mid-market companies providing goods and services to meet the growing needs of the rising middle class in these markets. Sarona strives to achieve positive social and environmental outcomes in all its investments. Through its investment programme, Sarona seeks to create profitable and sustainable businesses. Targeted outcomes include:Creating jobsImproving job qualityEmpowering womenReducing environmental footprintImproving governanceBuilding sustainable communities

Overall B Impact Score

Based on the B Impact assessment, Sarona Asset Management Inc earned an overall score of 149.4. The median score for ordinary businesses who complete the assessment is currently 50.9.
149.4
149.4 Overall B Impact Score
80 Qualifies for B Corp Certification
50.9 Median Score for Ordinary Businesses

Governance 23.4

Governance evaluates a company's overall mission, engagement around its social/environmental impact, ethics, and transparency. This section also evaluates the ability of a company to protect their mission and formally consider stakeholders in decision making through their corporate structure (e.g. benefit corporation) or corporate governing documents.

Mission & Engagement4.8
Ethics & Transparency8.5
+ Mission Locked10

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.


Workers 44.2

Workers evaluates a company’s contributions to its employees’ financial security, health & safety, wellness, career development, and engagement & satisfaction. In addition, this section recognizes business models designed to benefit workers, such as companies that are at least 40% owned by non-executive employees and those that have workforce development programs to support individuals with barriers to employment.

Financial Security11.3
Health, Wellness, & Safety4.5
Career Development6.6
Engagement & Satisfaction8.0
+ Workforce Development10.6

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.


Community 19.3

Community evaluates a company’s engagement with and impact on the communities in which it operates, hires from, and sources from. Topics include diversity, equity & inclusion, economic impact, civic engagement, charitable giving, and supply chain management. In addition, this section recognizes business models that are designed to address specific community-oriented problems, such as poverty alleviation through fair trade sourcing or distribution via microenterprises, producer cooperative models, locally focused economic development, and formal charitable giving commitments.

Diversity, Equity, & Inclusion7.3
Economic Impact5.0
Civic Engagement & Giving4.6

Environment 13.1

Environment evaluates a company’s overall environmental management practices as well as its impact on the air, climate, water, land, and biodiversity. This includes the direct impact of a company’s operations and, when applicable its supply chain and distribution channels. This section also recognizes companies with environmentally innovative production processes and those that sell products or services that have a positive environmental impact. Some examples might include products and services that create renewable energy, reduce consumption or waste, conserve land or wildlife, provide less toxic alternatives to the market, or educate people about environmental problems.

Environmental Management5.6
Air & Climate2.3
Water0.7
Land & Life3.5

Customers 49.0

Customers evaluates a company’s stewardship of its customers through the quality of its products and services, ethical marketing, data privacy and security, and feedback channels. In addition, this section recognizes products or services that are designed to address a particular social problem for or through its customers, such as health or educational products, arts & media products, serving underserved customers/clients, and services that improve the social impact of other businesses or organizations.

Customer Stewardship3.0
+ Mission Lock4.6
+ Past Performance6
+ Current Fund6.6
+ Positive Impact13.8
+ Portfolio Reporting6
+ Capacity Building4.4
+ Fund Governance4.5

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.



Previous Overall B Impact Scores

2023 Overall B Impact Score149.4
2019 Overall B Impact Score139
2016 Overall B Impact Score121.8
2015 Overall B Impact Score118.2
2014 Overall B Impact Score125.2

Additional Documentation

SARONA ASSET MANAGEMENT INC.DISCLOSURE REPORT 2023


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