Reports
CUiF holdings
Consult the list of internally managed public holdings and the Portfolio Allocation and Strategy report as of April 30, 2026.
The Concordia University Inter-Generational Fund (CUiF) operates on a fiscal year ending April 30. Below are key highlights from the 2024-25 annual report, showcasing the fund’s progress in financial growth, sustainability initiatives and university support.
Last updated: May 27, 2026, 9:05 a.m.
Achievements
Growth and investments
- The CUiF’s total value grew from $454M to $513M.
- Long-Term Pool returned 4.1%, while the Mid-Term Pool returned 2.3% over the fiscal year.
Annualized net returns
The Long-Term Pool has delivered a 5-year return of 7%, while the Mid-Term Pool has generated a return of 3.1%.
Sustainability goals
- As of April 30, 2025, the fund is 89.6% aligned with its 100/0/10 commitment and on track for completion by the end of 2025.
- Investments in innovative climate solutions, biodiversity and social equity projects have been expanded.
University support
- More than $5.4M distributed to Concordia to support students, research and operational needs.
Progress on sustainability
Carbon reduction
- The fund no longer has any exposure to the Carbon Underground 200 companies.
- The portfolio’s carbon emissions are now tracked using recognized frameworks for transparency. The total emissions of the public portfolio are 20,179 tCO2e, which is a 66% decrease from last year's emissions.
Looking ahead
Intentionality approach
The fund should achieve full alignment with 100/0/10 framework by the end of 2025.
Enhanced reporting
Increase carbon emissions measurement to include more portfolio coverage and generate a more complete picture of climate risk in our portfolio.
Enhance our data analytics to go beyond climate and cover both people and planet, through the identification of intentionality, risk/return and sustainability integration.
