RIA Newsletter
March 2018

RIA News
RIA CEO Dustyn Lanz: Cybersecurity is a Growing Issue for Responsible Investors












Cyberattacks appear to be growing increasingly brazen and devastating with each passing year, raising the cybersecurity risks facing anyone connected to the cloud. But cybersecurity is not just a technological issue; it's a critical governance issue with major implications for your clients' portfolios.
Meet the RIA's New Member Relations Manager!

We're pleased to introduce Olga Bordatcheva, our new Member Relations Manager! Olga is responsible for member services and relationships. She holds the Chartered Financial Planner (CFP) designation and has a background in wealth management. Connect with Olga on LinkedIn or via email at [email protected].
2018 RIA Conference












Early bird registration for the 2018 RIA Conference is open. The conference will take place on June 4th and 5th at the Hyatt Regency Toronto.  Follow the link below to register and book your hotel now! 
Call for Applications: RIA Conference Scholarships and Volunteers

We are offering 10 scholarships to students and recent grads to attend the conference and  seeking 8 volunteers to contribute to the success of Canada's premier Responsible Investment conference. Apply now!
In This Issue
Upcoming RI Events

Engaging Clients on RI (Vancity/RIA)
April 5th, Vancouver

Water Risk Due Diligence in Private Equity
April 6th Ceres Webinar

Investing in Canadian Energy in a World that Hates Emissions - CFA Society
April 9th, Toronto

Responsible Stewardship: Institutional Perspectives on ESG Integration 
(SSGA/RIA)
April 26th, Toronto

CEGN Conference
May 15-17, Banff

June 4-5, Toronto

September 28-29, Calgary
RI Job Postings

RBC 

Marketing & Business Development Associate
Purpose Capital

Financial Administrator
Catherine Donnelly Foundation

Innovative Finance Fellows
Government of Canada

Principal, Sustainable Investing
CPPIB

Analyst / Associate (Governance)
CPPIB

ESG Analyst
Millani

New RIA Members

We are pleased to welcome the following new RIA Members:
View the full RIA Member list here .  
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:
 
Olga Bordatcheva (RIPC), RIA
Ivan Chang (RIS), Scotia Wealth Management 
Justin Charbonneau  (RIAC), RBC Wealth Management
Dan Cheng (RIAC), RBC Wealth Management
Randy Clowes  (RIAC), CIBC Wood Gundy
Johnny Fansher (RIS), Johnny Fansher Financial
Tim Maynard (RIS), Qtrade Financial Group
Mike Ross (RIS), Family Focus Financial
Lynda Souati (RIS), Desjardins
RI Industry News
Investors partner with UN on TCFD "first mover project"
RIA members Desjardins and Addenda are among nine large investors seeking to develop tools and indicators to stimulate and facilitate TCFD adoption.   More
Sustainalytics strengthens research capacity in EM
Sustainalytics has completed the purchase of certain assets from ESG data and research provider Solaron, known for its emerging markets expertise.  More
ISS acquires Munich-based ESG rating and data provider, Oekom research
This is the latest in a string of acquisitions by ISS over the past couple of years as it seeks to meet growing demand for ESG offerings.     More
New York appoints first-ever Decarbonization Advisory Panel
The panel will advise on how the NY State Common Retirement Fund can protect against climate risks and support a sustainable low-carbon economy.    More
Amundi and World Bank launch world's largest green bond fund
The green bond fund called Amundi Planet Emerging Green One has been launched to help accelerate green finance in emerging markets.   More
ESG News

ISS: Investors reconsider firearms - is it different this time?
Following the Parkland school shooting, companies are facing increased pressure to cut ties with the firearms industry.   Investors who have not governed their exposure, may want to reconsider.    More
Beyond Carbon: Water Risks and Sustainable Investing
Water issues should be considered by corporations and investors as an emerging risk to their strategies and their bottom line.    More
Deloitte pays U.K. women 43% less than men
The reported average gender wage gap includes the high-earning partners that have previously been excluded from the data.  This also highlights the lack of women in senior roles.    More
TransCanada endorses shareholder resolution for climate-risk analysis
Management has endorsed a resolution requiring the company to provide an analysis of its business prospects in the context of a low-carbon economy.    More
Proxy Preview: 2018 Report and Informational Webinar
Proxy Preview 2018 is the insider's guide to social and environmental shareholder proposals. Climate, politics and women top the list.   More
Research & Analysis
NEI:  All Aboard: Increasing Corporate Diversity
In their latest white paper, NEI explores the state of board diversity in Canada, makes a clear case for improving it, and offers some recommendations.    More
MSCI: Women on Boards and the Human Capital Connection
Findings showed that firms with more women on boards and stronger human capital policies showed higher productivity growth.   More
Vigeo Eiris: Gender diversity in corporate senior management: glass ceiling yet to be cracked
The study reviews almost 4,000 listed companies worldwide and found that although some progress is being made, it remains a worldwide challenge.   More
GIIN: Roadmap for the Future of Impact Investing
The roadmap presents a vision for a more inclusive and sustainable financial market and articulates a plan to accelerate the impact investing market.    More
UBC Sauder/Purpose Capital: Impact Investing in the Indigenous Context
The report examines how impact investors can contribute to the betterment of Indigenous communities in Canada.    More
Carbon Tracker: Mind the Gap: the $1.6 trillion energy transition risk
The study updates the 2 Degrees of Separation report and looks at oil, gas and thermal coal demand scenarios in varying global warming outcomes.    More
TIIP & IRRCi:  Measuring Effectiveness - Roadmap to Assessing System-Level and SDG Investing
The report provides investors with a roadmap to measuring system-level investing strategies, including progress toward achieving the SDGs.   More
Policy & Legal News
European Commission releases action plan for sustainable economy
The EC unveiled its strategy for a financial system that supports the EU's climate and sustainable development agenda.     More
BCSC seeking input on gender diversity disclosure requirements
The BCSC issued a request for comment on disclosure requirements relating to women on boards and in executive officer positions.  Due April 10th, 2018.     More
Viewpoints
Dart & Mendhi: Eight tools to help companies build a gender-balanced board
Beatrix Dart and Ekta Mendhi discuss practical tools that organizations of all sizes can use to achieve gender diversity on their boards.    More
MoneySense: Gender equity guides growth of new ETFs
Investor demand for investments chosen through the lens of gender diversity or equity has led to a handful of new gender focused ETFs.    More
Advisor.ca: Why ESG investing provides competitive advantage
ESG factors help determine the values and assumptions for financial models. Responsible investing has evolved considerably from negative screening.    More
Submissions

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