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RIA News
RIA Conference Countdown!
There are only four weeks left until the RIA Conference! Join 350 investors and investment professionals to network and learn about the latest trends, developments and issues in the field of responsible investment.
Early Bird rates end this Saturday, May 14th.
Agenda, registration, and more are available
here.
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RIA Membership Growth
The RIA's membership base is growing rapidly! In Q1, we welcomed the following new members:
- New Sustaining Member: Addenda Capital.
- New Associate Members: ISS, Vigeo-Eiris, BMO Global Asset Management, Aequitas NEO Exchange, Encasa Financial.
- New Supporting Members: CoPower, Starboard Wealth Planners, Taylor Remy Brown Investment Group, Blue Heron Advisory Group, Smallwood Harvey Financial Group, Changequity.
- New Nonprofit Members: Hamilton Community Foundation, Catherine Donnelly Foundation.
We are also thrilled to welcome 23 new individual RIA Advisor and Consultant Members so far in 2016!
View the full RIA Member list
here.
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Canada's Newest Recipients of RI Certification
Congratulations to Canada's newest recipients of the RIA's financial designations in recognition of expertise in responsible investing:
More about certification
here.
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RIA Report on Millennials & Women Investors
A new RIA report - published with the support of OceanRock Investments - shows that Millennials are set to shake up Canada's investment industry as they demand investments that incorporate ESG criteria. The report also shows that Millennial and women investors want their advisors to be knowledgeable about social and environmental trends, and to provide information about responsible investments.
Read the full report here. |
RIA Insights: Deb Abbey on Millennials and RI
RIA CEO Deb Abbey has wrote a column for Investment Executive titled,
Millennials Set to Drive Major Growth in RI. Deb explains how Canada's younger generation is placing an emphasis on responsible investments that make a difference and produce long-term value.
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Q1 Performance Report on RI Funds
The Q1 performance data for responsible investment funds are now available. Below are links to a full chart of RI funds, and a brief highlights report that makes a great handout for clients.
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Launch Party Photos
On April 14th, over 90 responsible investment professionals celebrated the launch of the RIA's new report,
Millennials, Women and the Future of Responsible Investing. Follow the link below to view the photos.
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Sustainalytics, Toronto
Manulife, Toronto
Toronto
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RI Industry News
BMO Launches New RI Funds
BMO Investments has opened two responsible mutual funds: The BMO Women in Leadership Fund and BMO Fossil Fuel Free Fund. More.
NEI Presses Suncor Energy on Climate Policy
NEI and other shareholders are pushing Suncor to provide more detail on its plans to thrive under tougher climate policy and its political lobbying. More.
OceanRock to File Human Rights Proposal at Potash Corp. AGM
OceanRock Investments and another shareholder have worked with SHARE to file a resolution asking the
company for an assessment of its human rights responsibilities in relation to sourcing phosphate rock from Western Sahara. More.
MSCI ESG Research Scores Funds on Sustainability
With the increasing demand for responsible investment options, MSCI is expanding its coverage of ESG factors to the portfolios of mutual funds and ETFs. More.
Retail Impact Investing Guidebook for Credit Unions
New guidebook from Purpose Capital and the Canadian Credit Union Association highlights an opportunity for credit unions to engage further in impact investing.
More.
Investor Statement on Limiting Methane Emissions from the Oil & Gas Industry
Numerous RIA Members are among a group of investors representing $3.6 trillion that have commended the joint U.S. and Canadian announcement that both countries will take steps to seriously address methane emissions from the oil and gas sector. More.
Canadian RI Industry Veteran to Lead Peter P. Dhillon Centre for Business Ethics
Longtime responsible investment industry leader Christie Stephenson has accepted the role of Executive Director at UBC's Peter P. Dhillon Centre for Business Ethics.
More.
Opportunity to be in Ethiquette's Campaign: The True Face of RI
Ethiquette is looking for short testimonials from people working in the Responsible Investment industry on what they do with their personal investments and why they do it. To get your story in the campaign, submit your testimonial and photo in this form here.
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Policy & Legal News
FSB Task Force on Climate-Related Financial Disclosures - Phase I
The Financial Stability Board's (FSB's) Task Force on Climate-Related Financial Disclosures has released its Phase 1 report.
More
here
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Public consultation: OSC Statement of Priorities for FYE 3/31/2017
The Ontario Securities Commission is seeking comments on its Statement of Priorities for next year.
More
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Public consultation: Federal Sustainable Development Strategy
Environment and Climate Change Canada is seeking comments on the
Federal Sustainable Development Strategy for
2016-2019.
More
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Public Consultation: CSA Proposed Meeting Vote Reconciliation Protocols
The Canadian Securities Administration is seeking comment on
proposed protocols
that contain CSA staff guidance on operational processes to tabulate proxy votes for shares held through intermediaries.
More
.
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Research & Analysis
SHARE Report: Attacking the Clean Power Plan
The report reveals how Canadian corporations may be supporting action against US climate regulations, with potential risks for investors linked to lobbying. Report
here.
Sustainalytics Report: Water Scarcity - Will Investors Be Left High and Dry?
Global water demand is surging due to population growth and changing diets. Sustainalytics explores this global issue and offers insight into how investors can manage water-related risks and opportunities. Summary here. Report to download here.
MSCI Develops Framework to Align with the UN Sustainable Development Goals
MSCI ESG Research has developed a framework for investors to align their portfolios with the United Nations Sustainable Development Goals. More.
SHARE Report: Water Risk Associated with Cotton Supply Chain
Negative environmental impacts may be associated with cotton as a supply chain input, including depletion of water availability and pollution of water resources. Report here.
AGF Market Insight: "Impact" in the Public Markets
The insight discusses "impact" portfolios in public equity markets, and the questions that should be asked when determining whether a portfolio is making an impact. PDF here.
Chatham House: Oil Firms Have 10 Years to Change Strategy
Business models employed by multinationals such as Shell and BP are no longer fit for purpose, warns energy expert. News article
here. Full report
here.
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ESG News
The Future of Canada's Oil Sands
Jeff Rubin and Dermot Foley discuss the economics, politics, and risks associated with Canada's oil sands in light of the Paris Agreement.
More.
Gender Pay Gap Persists
Women still earn much less than men despite being well educated and it's an issue that both private and pubic sectors must address: new report.
More.
Suncor CEO's Pay Gets Raised to $12.8 million
CEO Steve Williams's work on climate change led to a compensation increase. More.
Growth in Clean Energy Still Not Fast Enough
Although renewable energy, mostly wind and solar, are growing at a stunning pace, they're still not growing fast enough to stop climate change. More.
Mitsubishi Admits Manipulating Fuel Economy Data, Shares Tumble
Mitsubishi manipulated test data to overstate the fuel economy of 625,000 cars sold in Japan, lowering its shares by 15% and wiping $1.2-billion off its market value. More.
Barrick Chairman Takes $10 Million Cut in Pay
Executive Chairman of Barrick Gold Corp., John Thornton, has finally addressed the recurring outcry over his compensation in taking a nearly $10 million cut in pay. More.
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Viewpoints
Rob Lake: 'Mainstream' - The Most Unhelpful Word in Responsible Investment
RI expert argues that using the term "mainstream" risks creating a false dichotomy between "us" and them; instead we should focus on how can we work together.
More.
UNPRI: Consultants - A Barrier to ESG?
While managers and asset owners slowly incorporate ESG investing, consultants are falling behind with asset owners rarely raising responsible issues with them.
More.
Martin Wolf: Fossil Fuel Power Plants Will be Stranded
Martin argues that a rapid shift in investment patterns are crucial in addressing the fossil fuel crisis, urging that there is little time to transform the world's investment path. More.
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Submissions
You are invited to submit news to be considered for inclusion in RIA newsletters
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