Exponent Investment Management

EXponent Investment Management is an independent financial firm based in Ottawa, Canada. We specialize in retirement planning, wealth preservation and asset protection. Our team of certified financial advisors adopt a simple approach that focuses on designing financial services according to the needs of our clients.

Founded in 2004 by four former senior directors of 3i, the firm specialises in backing family or founder owned businesses and “corporate carve-outs”. Its first deal was the buy-out of the Times Education Supplement from News Corp in 2005. More recently, it has supported the growth of online rail ticket seller Trainline and a UK-based accountancy practices group called SHL.

Estate Planning: Securing Your Legacy

A key part of the firm’s approach is ensuring that ESG considerations are embedded into decision making, says Lizzie Stazicker, who leads the firm’s ESG and responsible investments. In doing this, Exponent makes a point of engaging with its portfolio companies and making sure that ESG data is readily available to the wider deal teams.

The company also has an internal ESG data collection tool, Novata, which aims to help the firm identify opportunities for improvement. The platform helps the firm benchmark across its portfolio and, subsequently, informs strategic decisions.

To determine if Exponent, Inc is a smart choice for your portfolio, look at its fundamentals and see how it compares to the rest of the industry. AAII’s stock grades, including Value, Momentum and Quality as well as Estimate Revisions and Quality, can help you make an informed investing decision.