RIA Newsletter
June 2018

RIA News
RIA Strategic Priorities: 2018-2021


The RIA has published its strategic priorities for driving the adoption of responsible investing in Canada. Follow the link below to download the PDF. 
RIA Governance Update

Following the RIA's AGM and board meeting on June 5th in Toronto, we are pleased to announce the addition of several new RIA board members, and additions to the RIA's Executive Committee. Follow the link for details.
The RIA is Hiring! 

We are hiring a bilingual Administrative Assistant to join the RIA team at our office in Toronto. This is an entry-level position with an opportunity to support the growth of responsible investing in Canada.  
2018 RIA Conference

The 2018 RIA Conference was a glowing success! T hank you to all of our speakers, sponsors, and 440+ attendees for making this the largest RIA Conference yet!  Stay tuned for a full conference summary including photos, slide decks and more! 
RI Mutual Funds Leverage Their Proxy Power by RIA CEO Dustyn Lanz

In his latest column for Investment executive, RIA CEO Dustyn Lanz explores how Canadian RI mutual funds are asking corporations to step up on climate change, gender diversity, indigenous rights, opioid accountability and other sustainability issues this proxy season. 
Q1 2018 RI Fund Performance

The performance data for RI funds in Q1 2018 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 average asset class  returns. 
  • Find the full report here   
  • Find the highlights here
In This Issue
Upcoming RI Events

September 28-29, Calgary

RI Week
October 22-26

November 7-9, Toronto
RI Job Postings

Bilingual Administrative Assistant, RIA 

Principal, Sustainable Investing
CPPIB

Analyst / Associate (Governance)
CPPIB

Director - Shareholder Engagement
Aequo 

Greenfield Energy & Renewables (OTPP)

Associate Portfolio Manager Derivative Strategies
OPTrust

Product Manager
Corporate Governance

Sustainalytics

Product Manager ESG Screening and Norms-Based Compliance Products
Sustainalytics

Head of Corporate Sustainability (12 month contract)
HSBC

Investment Manager
Office of the Treasurer

Concordia University

Associate Director
Research Content Leadership

Sustainalytics

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:
 
Natalia Bakumenko (RIS), Servus Credit Union
Dawn Bayer (RIS), Libro Credit Union
Jason Berfelo (RIS), First Calgary Financial
Andrew Czernik (RIAC), CIBC Wood Gundy
Loria Giovanni (RIS), HollisWealth
Nicole Heron (RIS), Libro Credit Union
Thomas Hilario (RIS), Vancity Credit Union
Vinay Kavlekar (RIS), Vancity Credit Union
Jennifer Laughlin (RIS), Libro C redit Union
Paul McQueen (RIS), Libro Credit Union
Karen Ming (RIS), Libro Credit Union
Shelly Mitchell (RIS), Libro Credit Union
Kalev Paul Naano Vesik  (RIS), Vancity Credit Union
Ross Nichol (RIS), Kindred Credit Union
Elaine Nocent (RIS), Libro Credit Union
Cristobal Poblete Lavanchy (RIS)
Brent Poirier (RIAC), Odlum Brown Ltd
Sepa Salour (RIS), Vancity Credit Union
Jamie Smith (RIS), 
Gianni Tessarolo (RIS), Vancity Credit Union
Nelson Vallacorba  (RIS), TD Wealth Management, Private Investment Advice
Michel Villa  (RIPC), Michel Villa
Jason Yee (RIPC)

Member Consultation Survey Raffle Winner

We are pleased to announce that Sonia LeRoy has won the $100 gift card for members that participated in the Member Consultation Survey. Congratulations Sonia  and thank you to all participants! 
RI Industry News
Finance Montréal takes up the activities of the FSI
Finance Montréal (FM) announced it will integrate the Finance and Sustainability Initiative (FSI) into its activities to create the Finance and Sustainability Initiative of Finance Montréal (IFD-FM). More
All In: Examining a 100% Impact Portfolio
Created by RIA Members, this report explores the implications of a 100% impact portfolio including the social, environmental and economic benefits. More
The Global Green Finance Index - Request for Canadian feedback
The Global Green Finance Index (GGFI) is an initiative to develop a ranking of the quality and depth of Green Finance activity in financial centres.   Survey 5 min 
CSA report on climate related disclosure project
The CSA intends to  develop new guidance and initiatives to educate issuers and potentially enhance disclosure of climate change-related risks and impacts.  More
Why and how to address clients' ESG values
Advisors and PMs should be diving deeper in to investor preferences. RIA members Fiera Capital and Stephen Whipp discuss their approaches.  More
Investors are making a difference with their portfolios
Yahoo! Finance presents responsible investing as a growing trend, especially with millennials. CoPower Green Bond, for instance, resonates with investors.  More
RI Products and Services
Morningstar launches Portfolio Carbon Risk Score
The Carbon Risk Score moves beyond carbon footprinting to provide an assessment of the carbon risks and opportunities embedded in a portfolio.    More
TCFD launches online resource hub for investors and companies
The hub provides companies with resources on how to integrate climate management in their business and disclose climate information.    More
City of Toronto to issue green bonds
Toronto plans to use the money to finance the city's transit and other capital projects that contribute to environmental sustainability .   More
ESG News

MEDA launches gender diversity assessment tool
The Gender Equality Mainstreaming (GEM) Framework is a practical manual for assessing gender equality and strategies that encourage change.   More
Gender diversity shareholder proposal receives record support
A proposal on board gender diversity at Constellation Software received 49.16% of the vote, showing investors want to see plans for women in leadership.     More
Facebook turns toxic for some ESG Funds
Some investment funds are divesting their positions in the company after the recent privacy breach, highlighting ESG risks in social media companies.     More
Is your money supporting US gunmakers?  Here's what you can do about it
Many retail investors will unknowingly have exposure to civilian gun manufactures. But there are many options to go gun-free.     More
Research & Analysis
CCGG: The Directors' E&S Guidebook
The Guidebook provides practical insights and recommendations for effective board oversight and company disclosure of E&S matters.   More
OECD: Due Diligence Guidance for Responsible Business Conduct
The guidance includes recommendations on how businesses can identify, prevent or mitigate adverse impacts of their operations and supply chains.  More
HSBC: Is it possible to enhance performance while reducing carbon impact?
HSBC GAM explores ways to reduce carbon risk in portfolio construction with a return profile in line with or better than the benchmark.    More
Sustainalytics: Assessing Exposure to the Firearms Trade
The recent school shootings in the US have placed attention on the role investors play in the firearms trade. The report analyses exposure and returns.   More
Ceres: Corporate Progress on the Ceres Roadmap for Sustainability
The report covers more than 600 of the largest publicly traded companies in the US and how they are positioned to address critical sustainability issues.   More
IIAC: Opportunities in the Canadian Green Bond Market
The IIAC paper documents the growth of the global green bond market, and looks at Canada's position within that market.   More
Gormaly & McKnight: Retail demand for impact investing
New research out of McMaster University examines the awareness, attitudes and intentions about impact investing among Canadians.    More
ATNF: The 2018 Global Access to Nutrition Index
The 2018 Global Access to Nutrition Index ranks the 22 largest food and beverage companies on their contributions to addressing global nutrition challenges.
  More
Policy & Legal News
Government of Canada establishes Expert Panel on Sustainable Finance
The Expert Panel will consult members of the business community about opportunities related to sustainable finance as well as climate related risks.    More
Investor Statement to Canada on Supply Chain Legislation
Investors representing $2.3 Trillion AUM ask Canada to act on G7 commitment to address forced labour in global supply chains.  More
UTAM releases new Responsible Investing Report
University of Toronto Asset Management's report titled "The Broader Perspective" discusses their ESG process, new IPS, and RI strategy.   More
European Commission announces first actions for sustainable finance
The EU has delivered the first concrete actions to enable the financial sector to enhance the sustainability and competitiveness of its economy.   More
Submissions

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