Purpose-driven performance at the heart of Concordia University Inter-Generational Fund

The Concordia University Inter-Generational Fund (CUiF) has released its 2024–25 annual report, highlighting a year of measurable progress, mission-driven investments and continued advancement toward meeting its sustainability objectives.

For students, the report provides insight into how Concordia’s capital is invested — not just to ensure financial stability, but to make a lasting impact. The CUiF manages a range of investment programs that help fund bursaries, scholarships, research projects and other university priorities, all while protecting resources for future generations.

The returns on the fund’s capital that comes from endowed donations directly support students. The fund distributes a baseline of 3.5 per cent of returns each year to Concordia. In 2024–25, this approach provided $5.4 million in support of students, research and operational needs.

Sustainable and intentional investing

In 2019, the CUiF launched a six-year transition toward ensuring that 100 per cent of its investments are purpose-driven and sustainable. This transition to the new framework, which commits to 100 per cent sustainable investments, was completed in April 2025 with further refinements to be finalized by the end of 2025.

The fund’s framework is built on three interconnected pillars — people, planet and a sustainable economy — and its impact is already visible across the globe.

For example, through Brighter Investment, the CUiF helps students in Ghana and Uganda pay for university through income-sharing agreements and mentorship opportunities. Another initiative, the Urapi Sustainable Land Use Fund, supports community-led agroforestry projects in Latin America that combat deforestation, restore ecosystems and build local economic resilience.

Closer to home, the CUiF also supports local and youth-focused initiatives that align with Concordia’s mission and the fund’s six core themes: Indigenous, local, youth, climate, education and community.

These investments show how capital can be used not only to generate returns but also to create measurable social and environmental outcomes.

Clear values and transparency

Transparency remains a cornerstone of the CUiF’s operations. A new website, launched in April 2025, now provides detailed information about how the fund is invested and governed.

In response to questions from the community, the CUiF confirmed that there are no investments in weapons manufacturers nor in companies on the Carbon Underground 200 list in any of the funds that it manages.

The list of internally managed public holdings as of August 2025, as well as the current list of portfolio managers, is available on the CUiF website.

To further strengthen openness and community engagement, the Investment Transparency Committee was established to foster in-depth understanding of the CUiF’s sustainable investment strategy, fund selection process and evaluation practices.

The committee promotes transparency through published reports and the CUiF website. Its membership includes one representative from the Concordia Student Union, one from the Graduate Students Association and one faculty member.

The committee’s terms of reference are also available on the CUiF website.

Read the full 2024–25 Concordia University Inter-Generational Fund annual report.