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Q3 2017 RI Fund Performance
The performance data for RI funds in Q3 2017 are now available. Below are links to a full spreadsheet of responsible investment funds organized by asset class, as well as a 2-page brief that highlights some of the key categories in which RI funds outperformed the industry. The brief makes a great handout for clients.
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Talking About Responsible
In his latest column for Investment Executive, the RIA's Dustyn Lanz spoke with three RIA Advisor Members to gain insights into how they are engaging with clients on responsible investing.
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How to Start Investing (Responsibly)
 MoneySense writer Prajakta Dhopade sheds light on the experience of individual investors navigating the world of responsible investing, with help from the RIA.
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How Bâtirente Takes ESG to the Next Level
As pension plans grapple with
what to do about environmental, social and governance factors, Quebec-based fund Bâtirente and the RIA offer some guidance on the options available.
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Responsible Investing Will Be Replaced by 'Investing With No Prefixes'
 Looking at environmental, social and governance issues will be the way things are done as responsible investing proves to a critical factor in investing in Canada and around the world. Here are a few reasons why.
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Sustainalytics
TD
bcIMC
ISS
UNEP FI
New Market Funds
BMO
OTPP
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RIA's fourth annual RI Week was a success! RI Professionals from around the country came together to forward Responsible Investing in Canada.
- 1,150 Event Attendees
- 16 Event Partners
- 12 Events
- 2 Webinars
- 4 Cities
Photos and Stories on RI Week 2017
Coming Soon!
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New RIA Members
We are pleased to welcome the following new RIA Members:
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:
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Jane Logan (RIS), Vancity Credit Union/ Credential Asset Management Inc
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RIA is proud to support the Declaration of Institutional Investors on Climate-Related Financial Risks
The Declaration is calling on publicly traded companies in Canada to commit to enhanced disclosure on their exposure to climate change risks, and the measures they are taking to manage them.
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RBC Global Asset Management's 2017 Responsible Investing Survey
RBC GAM recently surveyed institutional asset owners and investment consultants in Canada, Europe and the U.S. The survey reveals that there are starkly different views and opinions on strategies and approaches to RI.
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The PRI recently stated that under-performing signatories will now be faced with a new set of standards to prove they are making efforts to effect change, or they risk being removed from the PRI's official list of signatories.
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Nine of ten of the largest U.S. asset managers have launched or are exploring strategies. Tidelines research also showed that larger firms have moved more aggressively to impact investing strategies than their smaller peers.
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Caisse aims to cut portfolio's carbon footprint 25% by 2025
The pension fund is seeking more profitable investment opportunities and means to avoid assets that may be left behind in a global marketplace being reshaped by an increasingly low-carbon world economy.
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Mackenzie Investments has launched two new responsible investment funds. The Mackenzie Global Sustainability and Impact Balanced Fund and Mackenzie Global Leadership Impact Fund integrate sustainable, responsible and impact investing strategies.
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Sustainable Board Assessment Tool - Opportunity for input
The best practice checklist for investors, boards, management and governance professionals is a tool to enhance board sustainability governance and embed ESG into board practices. It's being updated to incorporate in governance training (GPC-EP). Email Coro at [email protected] with input.
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SHARE recently published
the Guide
for trustees and staff of institutional investment funds who are interested in integrating decent work considerations into their investment and stewardship policies and practices.
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Purpose Capital in partnership with CFC and PFC have created a suite of resources to help foundations to deepen their impact through impact investing. More
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ESG News
European cities announce bans on petrol
and diesel cars
Paris, Copenhagen and Oxford all recently announced future bans on petrol and diesel cars. Public health risk from polluted air is cited as the reason for the bans.
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The Economist: The gender pay gap
Women still earn significantly less than men, despite decades of equal-pay laws. The Economist explores some of the societal barriers to gender pay equity.
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Gun stocks soar amid
deadliest mass shooting in Amercian history
After a gunman killed more than 50 people in Las Vegas in the nation's latest mass shooting, stocks in the gun industry followed a familiar pattern. They rose.
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ICCR launches the Investor Alliance for Human Rights (IAHR)
The IAHR was established to provide a collective action platform to facilitate investor advocacy on a full spectrum of human rights and labor rights issues.
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Tesla sued for Model 3 delays
Bottlenecks and delays to getting the new assembly lines up and running have prompted at least one shareholder lawsuit alleging that Tesla and Musk hid its problems from investors.
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Vigeo Eiris
: SDG
s - challenges and perspectives for real estate companies
Real estate companies need to play a role in several of the SDGs that promote sustainable development. The report looks at energy efficiency, accessibility, and social and economic development of local communities.
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2° Investing Initiative: Out of the Fog - Quantifying the alignment of Swiss pension fund and insurances with the Paris Agreement
The Swiss government released the results of a 2°C scenario analysis of the Swiss pension fund and insurance sector. The results suggest Swiss pension funds and insurance are on a 4°C-6°C pathway across most technologies.
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PRI and PwC: The investment case for SDGs
The report examines why the investment community should adopt an active role in achieving real world impact through implementation of the Sustainable Development Goals (SDGs).
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A Framework for Action on Access to Medicine
The recently published Methodology Report for the 2018 Access to Medicine Index pinpoints how and where pharmaceutical companies have the greatest potential to make medicine more accessible.
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Clean Economy Alliance: The Future of Buildings - Getting Ontario Ready for Net-Zero
This report feeds into upcoming changes to the province's building code and the commitment to require all buildings built after 2030 have net-zero emissions.
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ShareAction: Shareholders' capital at risk as BP and Shell struggle to adapt their business models
ShareAction reveals that shareholders in Shell and BP continue to face significant financial risk as both companies fail to comprehensively adapt their business models to succeed through the low-carbon transition.
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Boston Consulting Group: Companies that lead on societal impact reap financial benefits
A new BCG analysis of 300+ companies finds businesses that perform well in environmental, social, and governance areas can improve their valuations and margins.
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Policy & Legal News
CSA seeks views on Director and Audit Committee Member Independence
The purpose of the consultation paper is to facilitate a broad discussion on the appropriateness of the CSA's approach to determining director and audit committee member independence. Comments due Jan 25, 2018.
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ISS proposes overboarding and gender diversity policy changes
ISS launched its annual benchmark voting policy consultation period. In Canada, it's seeking comments on proposed changes to its Overboarding Policy and a new Gender Diversity Policy. Comments are due Nov. 9th, 2017.
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OSC weighs next steps to improve board diversity
Ontario's securities watchdog is mulling whether to force public companies to set targets for the number of women in director positions and executive roles.
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CCLI: Canada - Country Summary on Climate Change Financial Risk
The report by Osgoode and UBC law schools, funded by Ivey Foundation, examines the relationship between climate risk and fiduciary duty of company directors and officers.
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Delaney Greig: Indigenous Relations Disclosure Is Critical, and Missing From Most Corporate Reports
The risks to companies that fail to cultivate strong Indigenous relations are well documented, but few companies provide comprehensive disclosure of their policies, practices and performance on Indigenous relations.
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Submissions
Submit news to be considered for inclusion in RIA newsletters.
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