Abrdn
Contact: Chris Wright, Head of Business Development – Canada
Address: 200 Bay St., North Tower, Ste. 1200, Toronto, ON M5J 2J2
Phone: 647-726-1415
Fax:
Email: [email protected]
Website: www.abrdn.com/en/canada
Socially Responsible Investment Products or Services: International Equity Sustainable Leaders, Global Equity SRI, Global Equity Impact, Emerging Markets Equity Sustainable Leaders, US Equity Sustainable Leaders, US Equity Sustainable Leaders – Smaller Companies
Year that firm began offering SRI Products or Services: 1995
Philosophy/Style: abrdn is committed to putting environmental and social considerations and good governance at the heart of our investment decision making – and our own operational activities. We also manage a wide range of sustainable strategies to meet investors’ specific needs
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Addenda Capital Inc.
Contact: Janick Boudreau, Executive Vice-president, Business Development & Client Partnerships
Address: 800 Rene-Levesque Blvd. W., Ste. 2750, Montreal, QC H3B 1X9
Phone: 514-908-1989
Fax: 514-287-7200
Email: [email protected]
Website: addendacapital.com
Socially Responsible Investment Products or Services: Integrated ESG research for all asset classes, Impact Investing, Fossil Fuel Free Global Equity, Climate Transition Canadian and International Equity, Eco-Social Commercial Mortgages, Client-directed SRI screens
Year that firm began offering SRI Products or Services: 1992
Philosophy/Style: At Addenda Capital, we consider environmental, social, and governance (ESG) matters in all of our investment and stewardship activities. Our objective is to enhance long-term investment performance for our clients and promote sustainable development for society.
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AGF Investments Inc.
Contact: Florence Narine, Senior Vice-president, Head of Canadian Institutional & Key Accounts
Address: CIBC Square, Tower One, 81 Bay St., Ste. 3900, Toronto, ON M5J 0G1
Phone: 416-815-6284
Fax:
Email: [email protected]
Website: www.agf.com
Socially Responsible Investment Products or Services: AGF Global Sustainable Equity, AGFiQ Global ESG Factors ETF, AGF Global Sustainable Multi Asset, AGF Sustainable Fixed Income
Year that firm began offering SRI Products or Services: 1991
Number of Socially Responsible Investment Canadian Pension Fund Clients: 1
Philosophy/Style: AGF Global Sustainable Equity: an all cap, thematic, growth strategy AGF Global Sustainable Multi-Factor: A global multi-asset strategy employing a dynamic cross-asset capital deployment approach AGFiQ Global ESG Factors ETF: Quantitative, multi-factor ESG Approach
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Alliancebernstein
Contact: Wendy Brodkin, Managing Director
Address: 200 Bay St., Ste. 1203, Toronto, ON M5J 2J2
Phone: 647-375-2803
Fax:
Email: [email protected]
Website: https://www.alliancebernstein.com/americas/en/institutions/home.html
Socially Responsible Investment Products or Services: Portfolios with Purpose – AB’s Portfolios with Purpose platform holds a diverse range of funds and strategies that invest with an ESG-related objective. The platform is categorized across three groups: Sustainable, Responsible+, Impact. Sustainable: The Sustainable range identifies products and services tackling environmental and social challenges aligned with the UN SDGs: Equity – Sustainable Global Thematic, Sustainable US Thematic, Sustainable International Thematic, Sustainable Climate Solutions; Fixed Income – Sustainable Global Thematic Credit, Sustainable Thematic Credit, Sustainable Emerging Market Debt, Sustainable Euro High Yield, Sustainable Income; Multi-Asset – AB Sustainable All Market. Responsible+: The Responsible+ range targets specific responsibility goals, such as climate resilience, best-in-class ESG or positive change. Climate Conscious: Equity – Global Low Carbon Equity, Green Managed Volatility Equity, China Net Zero Solutions, Alternatives, 1.5 Degrees, 2050 Energy Transition. ESG Leaders: Equity – Responsible US Equities, Diversity Champions, Fixed Income, Climate High Income. Change Catalysts: Equity – Global ESG Improvers Equity.
Impact: The Impact range seeks a positive, measurable impact on society or the environment: Municipal Impact Strategy; ESG Integration and Engagement – ESG factors are ingrained in our active investment and research processes and in the way we engage company management teams and stakeholders. AB integrates ESG and climate factors into most research and investment processes for most actively managed client accounts, funds and strategies.*
Year that firm began offering SRI Products or Services: 2013
Philosophy/Style: Through differentiated research insights and a disciplined investment process, AB strives to deliver strong investment results for our clients over time. We integrate ESG and climate research and engagement insights in most of our actively managed strategies.
For more information, see the AB’s Global Stewardship Statement, Link; AB’s Portfolios with Purpose Web-page, Link; For fund specific details, see the associated fund materials on the AB Corporate Website, Link
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Alphafixe Capital
Contact: Jonathan Lapointe, Vice-president, Business Development, Partner
Address: 1800 McGill College, Ste. 2420, Montréal, QC H3A 3J6
Phone: 514-861-3493
Fax:
Email: [email protected]
Website: www.alphafixe.com/
Socially Responsible Investment Products or Services: AlphaFixe ESG Green Bond Fund (Universe & Short Term Benchmark), AlphaFixe Global Impact Bond Fund (US Benchmark), AlphaFixe ESG Short Term Corporate Opportunities Fund, NBI Sustainable Canadian Bond ETF (ticker: NSCB), NBI Sustainable Canadian Corporate Bond ETF (ticker: NSCC), NBI Sustainable Short Term Canadian Bond ETF (ticker: NSSB), Best in Class ESG & Climate Aligned Bond Strategies. All mandates are Fossil Fuel Free. ESG Integrated in all mandates. Reporting on portfolio Carbon Footprint and ESG metrics on a quarterly basis.
Year that firm began offering SRI Products or Services: 2008
Number of Socially Responsible Investment Canadian Pension Fund Clients: 48
Philosophy/Style: We have always been convinced that responsible corporate behavior towards ESG factors has the potential to improve the long-term financial performance of companies. That is why we believe it is appropriate to integrate ESG factors into every investment decision.
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Amundi Canada
Contact: Tanya Bishop, Senior Vice-President
Address: 2000 McGill College Ave., Montreal, QC H3A 3H3
Phone:
Fax:
Email: [email protected]
Website: www.amundi.ca
Socially Responsible Investment Products or Services: A 3-pillar Green Offer: Amundi is committed to joining forces with its clients to pursue their environmental endeavors. Today, our green offering spans across three pillars: Green Advisory, Green Portfolio Management, and Green Services. Pillar 1 - Green Advisory: Designing A Framework To Support Clients’ Environmental Beliefs: Amundi helps clients design their climate framework through a highly customizable offering. The advisory offer is based on three main components – Policy design: Turning a client’s values, objectives and constraints into a comprehensive climate policy, Portfolio assessment: Assessing a client’s portfolio based on selected metrics: physical risk, transaction risk, 2°C alignment, etc., Market standards: Providing guidelines to comply with regulation, global initiatives and labels. Asset owners are increasingly being required by regulators to integrate climate risks into their investment strategies and to disclose information related to their preparedness to climate change. In light of these growing regulatory and reporting requirements, investors can rely on Amundi’s green advisory solutions, which aim to provide guidelines to align portfolios with global, regional and local regulatory standards. Pillar 2 - Green Portfolio Management: A Comprehensive Offering Embedded Into Amundi’s Responsible Investment Set-Up – 1 - Amundi Responsible Offering: Impact, Engagement, Bespoke Solutions, Active & Passive Solutions: 1-a: Multi-dimensional ESG Integration with ESG Best-in-Class strategies, ESG Mainstream strategies, Amundi SRI Strategies, ESG Improvers strategies, ESG Risk Management strategies, ESG ETF and Index strategies, ESG Bespoke ; 1-b: ESG Sustainability Themed Investing with Environmental focus, Green Bonds, Green Equity, Green Private and Real Assets, Net Zero / Decarbonization, Social Focus, Social Bonds, Social Equity, Social Impact Investing; 2 - Off-The-Shelf And Customized Green Solutions: 2-a: Equity & Fixed Income : Products aligned to a Net Zero Trajectory: Paris Aligned & Climate Transition Benchmark ETFs, Global Green Equities, European Climate Equities, European Bond Climate, Just Transition for Climate, Global Climate Multi-Asset; 2-b: Equity, Fixed Income and Real Assets: Financing the Ecological and Energy Transition – Global Sustainable Infrastructure, Global Natural Resources (Water, Energy, Global Resources), European Green Equities, ESG Thematic Equity ETFs: New Energy, World Water, Amundi-AIIB Climate Change Investment Framework, Global Green Bonds, EM Green Bonds, GRECO Green Credit Continuum, Green Bonds ETFs, Green Real Estate, Green Senior Impact Debt. Amundi also provides 100% customized investment solutions, reflecting clients’ specific green objectives. Pillar 3 - Green Services: Supporting Transparency For The Implementation Of Clients’ Green Philosophy: Defining and implementing a dedicated engagement & voting policy to reflect a client’s objectives on green themes: Thematic Engagement: Cross-sectoral engagement on key topics for the transition towards a sustainable, low carbon economy, Ongoing engagement: Company or sector focused engagement covering multiple issues and themes, Voting: Engagement is conducted through the exercise of voting rights, as well as pre and post AGM dialogue. Other Green Services Include Training and research on green topics, Green reporting (Generic and tailored carbon & impact reporting), Integrated ESG Data Solutions with ALTO (Amundi Leading Technologies & Operations: All-in-one ESG engine from order placement to position keeping in real time)
Year that firm began offering SRI Products or Services: 1989
Number of Socially Responsible Investment Canadian Pension Fund Clients: 1
Philosophy/Style: Responsible Investment has been part of Amundi’s DNA since its creation. Now more than ever, Amundi is committed to supporting your navigation ESG by leveraging on its long-standing experience as a Responsible Investor and its ambitions to become a catalyst for sustainable change.
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Barings
Contact: Michael Annis, Managing Director
Address:
Phone: 416-721-3385
Fax:
Email: [email protected]
Website: www.barings.com
Socially Responsible Investment Products or Services: All strategies can be managed in a segregated mandate under ESG/SRI guidelines as determined by the client.
Philosophy/Style: Barings chose to adopt an integration approach to ESG incorporation primarily because fundamental, bottom-up analysis is the heart of our investment philosophy. We incorporate ESG factors throughout our rigorous investment analysis and decision-making processes.
*Barings is currently unable to classify clients as ‘socially responsible’
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Bentall Greenoak
Contact: Shishir Nigam, Associate Portfolio Manager
Address: 1100 - 1 York St., Toronto, ON M5J 0B6
Phone: 604-661-5070
Fax:
Email: [email protected]
Website: https://www.bentallgreenoak.com/
Socially Responsible Investment Products or Services: Prime Canadian Property Fund
Year that firm began offering SRI Products or Services: 2008
Number of Socially Responsible Investment Canadian Pension Fund Clients: 139
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BMO Global Asset Management
Contact: Ross Kappele, Head of Distribution & Client Management
Address: 100 King St. W., 43rd Floor, Toronto, ON M5X 1A1
Phone: 416-359-5217
Fax:
Email: [email protected]
Website: www.bmo.ca/institutional
Socially Responsible Investment Products or Services: BMO AM Responsible Global Equity ESG Fund, BMO Sustainable Balanced Portfolio, BMO Sustainable Bond Fund, BMO Sustainable Conservative Portfolio, BMO Sustainable Growth Portfolio, BMO Sustainable Income Portfolio, BMO Sustainable Global Balanced Fund, BMO Sustainable Global Multi-Sector Bond Fund, BMO Sustainable Opportunities Canadian Equity Fund, BMO Sustainable Opportunities China Equity Fund, BMO Sustainable Opportunities Global Equity Fund, BMO Women in Leadership Fund, BMO Balanced ESG ETF (ZESG), BMO Brookfield Global Renewables Infrastructure Fund (GRNI), BMO Clean Energy Index ETF (ZCLN), BMO ESG Corporate Bond Index ETF (ESGB), BMO ESG High Yield US Corporate Bond Index ETF (ESGH), BMO ESG US Corporate Bond Hedged to CAD Index ETF (ESGF), BMO MSCI ACWI Paris Aligned Climate Equity Index ETF (ZGRN), BMO MSCI Canada ESG Leaders Index ETF (ESGA), BMO MSCI China ESG Leaders Index ETF (ZCH), BMO MSCI EAFE ESG Leaders Index ETF (ESGE), BMO MSCI Global ESG Leaders Index (ETF), BMO MSCI Global Leaders Index ETF (ESGG), BMO MSCI India ESG Leaders Index ETF (ZID), BMO MSCI USA ESG Leaders Index ETF (ESGY), BMO Sustainable Global Multi-Sector Bond Fund ETF (ZMSB), BMO Women in Leadership Fund ETF (WOMN)
Philosophy/Style: We believe ESG issues can have an important impact on creating long-term investor value. Companies that successfully manage their ESG risks and follow ESG best practices may experience risk-adjusted outperformance over the longer-term.
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Bonnefield Financial
Contact: Andrea Gruza, Managing Partner
Address: 141 Adelaide St. W., Toronto, ON M5H 3L5
Phone: 416-309-4487
Fax:
Email: [email protected]
Website: www.bonnefield.com
Socially Responsible Investment Products or Services: Bonnefield Canadian Farmland LP V
Year that firm began offering SRI Products or Services: 2010
Number of Socially Responsible Investment Canadian Pension Fund Clients: 9
Philosophy/Style: Bonnefield provides Canadian farm families with access to alternative sources of capital to support succession planning, growth, and long-term success. Our Responsible Investment Policy and on-farm data collection and monitoring, including carbon footprinting, promote sustainable agricultural practices across our investments.
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Burgundy Asset Management Ltd.
Contact: Mike Sandrasagra, Vice President, Head of Canadian Institutional Group
Address: 181 Bay St., Ste. 4510, Toronto, ON M5J 2T3
Phone: 416-869-8980
Fax:
Email: [email protected]
Website: burgundyasset.com
Socially Responsible Investment Products or Services: Burgundy Balanced Foundation Fund, Burgundy Global Equity Foundation Fund, Burgundy EAFE Foundation Fund, Burgundy Emerging Markets Foundation Fund, Burgundy European Foundation Fund, Burgundy Canadian Equity SRI Fund, Burgundy Global Equity SRI Fund, Foundation Trust
Year that firm began offering SRI Products or Services: 1991
Number of Socially Responsible Investment Canadian Pension Fund Clients: 54
Philosophy/Style: Burgundy strives to protect and build our clients' wealth over the long term. To achieve this, we follow a value-driven investment approach supported by intensive fundamental research, which enables us to invest in strong, sustainable but undervalued companies around the world. Burgundy has a firm wide ESG policy which applies to all our strategies. Our main concern in our qualitative assessments of companies is to be assured of the honesty and competence of the management of the companies in which we invest. We believe that truly outstanding business leaders are acutely aware of the environmental, social, and governance (ESG) factors which materially impact their businesses. Consideration of these factors is an important part of Burgundy's long-term view.
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Capital Group Canada
Contact: Kevin Martino, Vice President
Address: 181 Bay St., Ste. 3730 Toronto, ON M5J 2T3
Phone: 416-815-2128
Fax:
Email: [email protected]
Website: thecapitalgroup.com/ca
Socially Responsible Investment Products or Services: Capital Group manages US$2.2 trillion* in actively managed equity, fixed income and multi-asset investment portfolios through funds and segregated accounts worldwide. Our research-driven, long-term investment approach integrates ESG risks and opportunities – alongside financial and other metrics – into our investment decisions across all strategies. We do not specifically classify any of our strategies or assets as ESG/SRI. However, we do manage segregated accounts which accommodate client-specific ESG restrictions. In addition, Capital Group – through its Luxembourg-based UCITS umbrella “Capital International Fund (CIF)” – has adopted two SFDR Article 8 funds** effective 30 June 2022. Capital Group will continue to review opportunities for new strategies or funds to further strengthen its ESG offering.
Year that firm began offering SRI Products or Services: 2020
Philosophy/Style: We integrate ESG across investment strategies. Consideration of material ESG risks and opportunities is deeply woven into the Capital system and factored into our fundamental research, due diligence, and engagement. Our investment process includes a three-component approach to ESG integration
More information on our approach, including our ESG policy, can be found on our website: https://www.capitalgroup.com/advisor/ca/en/investments/esg.html
*As of June 30, 2022
**Capital Group New Economy Fund (LUX) and Capital Group Global High Income Opportunities (LUX).
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CIBC Asset Management
Contact: Carlo DiLalla, Managing Director & Head, Institutional Asset Management
Address: Brookfield Place, 161 Bay St., Ste. 2230, Toronto, ON M5J 2S1
Phone: 416-980-2768
Fax:
Email: [email protected]
Website: www.cibcam-institutional.com
Socially Responsible Investment Products or Services: Canadian Fixed Income, Canadian Equities & Global Equities
Year that firm began offering SRI Products or Services: 1980
Number of Socially Responsible Investment Canadian Pension Fund Clients: 18
Philosophy/Style: Analysis of a company’s ESG policies and experience are important in assessing its long-term viability. We believe an analysis of ESG factors is fundamental to the accurate valuation of a company’s long-term return potential and risk. By combining both financial and ESG risk analysis, we achieve a deeper understanding of the companies in which we invest.
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Cidel Asset Management Inc.
Contact: James Porter, EVP, Canadian & Institutional Business
Address: 60 Bloor St. W., Ste. 900, Toronto, ON M4W 3B8
Phone: 416-645-5229
Fax: 416-977-7650
Email: [email protected]
Website: [email protected]
Socially Responsible Investment Products or Services: Cidel Canadian Sustainable Equity Strategy, Cidel Global Sustainable Equity Strategy
Year that firm began offering SRI Products or Services: 2015
Philosophy/Style: Cidel utilizes a proprietary ESG analysis framework that combines both negative screening and direct investment research in order to generate our own ESG scoring of both portfolio companies and potential investments. This framework informs Cidel's portfolio construction and risk management process.
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Connor, Clark & Lunn Financial Group
Contact: Brent Wilkins, Senior Vice President, Head of Institutional Sales, Canada
Address: 1400-130 King St. W., Toronto, ON M5X 1C9
Phone: 416-364-5396
Fax:
Email: [email protected]
Website: https://cclfg.cclgroup.com/
Socially Responsible Investment Products or Services: Global Equity, International Equity, Emerging Markets, Market Neutral, Canadian Fixed Income, Canadian Value, Real Estate, Commercial Mortgages
Year that firm began offering SRI Products or Services: 1995
Number of Socially Responsible Investment Canadian Pension Fund Clients: 189
Philosophy/Style: We believe that many ESG factors have a material impact on investment performance across time horizons and asset classes. As such, all investment teams spend significant time researching ESG risks and opportunities and engaging with company management on ESG topics.
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Desjardins Global Asset Management
Contact: Natalie Bisaillon, Vice President, Business Development & Client Relations
Address: 1 Complexe Desjardins, South Tower, 20th Floor, Montreal, QC H5B 1B2
Phone: 514-985-1855
Fax: 514-285-1529
Email: [email protected]
Website: www.desjardins.com/ca/business/investment/global-asset-management/
Socially Responsible Investment Products or Services: RI Active Canadian Bond - Low CO2- ETF, RI Canada - Low CO2 Index – ETF, RI USA - Low CO2 Index – ETF, RI Developed ex-USA ex-Canada - Low CO2 Index – ETF, RI Emerging Markets - Low CO2 Index – ETF, RI Canada Multifactor - Low CO2 – ETF, RI USA Multifactor - Low CO2 – ETF, RI Developed ex-USA ex-Canada Multifactor - Low CO2 – ETF, RI Emerging Markets Multifactor - Low CO2 – ETF, RI Global Multifactor - Fossil Fuel Reserves Free – ETF, Desjardins Societerra Canadian Bond Fund, Desjardins Societerra Canadian Equity Fund, Universe Bond Fund, Advisory Mandate RI Canadian Bonds, Advisory Mandate RI Canadian Equity, Advisory Mandate RI Canadian Equity-Ex Fossil Fuel
Year that firm began offering SRI Products or Services: 1st environmental fund created in 1990
Number of Socially Responsible Investment Canadian Pension Fund Clients: 34
Philosophy/Style: At DGAM, Responsible Investment is key to our management philosophy. We believe Responsible Investment is consistent with our mandate as portfolio managers, requires action and innovation, means taking a longer-term vision, involves inspiring and influencing.
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Federated Hermes Inc. 1
Contact: David Gregoire, Vice-president, Global Institutional Sales Consultant
Address: 1001 Liberty Ave., Pittsburgh, PA 15222
Phone: 416-527-1150
Fax:
Email: [email protected]
Website: www.federatedhermes.com
Socially Responsible Investment Products or Services: All of Federated Hermes' investment teams integrate ESG factors into their analysis as of June 30, 2022. In addition, we offer the following dedicated ESG/Sustainability themed strategies: Global Equity ESG, Global Equity Screened ESG, Global Equity Low Carbon, Sustainable Global Equity, Global Emerging Markets ESG, Global High Yield Credit ESG, Sustainable Europe Equity, SDG Engagement Equity, Impact Opportunities Equity, Impact Credit, SDG Engagement High Yield Credit and Sustainable Credit, Biodiversity Equity, and Climate Change High Yield.
Year that firm began offering SRI Products or Services: 1983
Number of Socially Responsible Investment Canadian Pension Fund Clients: 17 2
Philosophy/Style: We are guided by our conviction that responsible investing is the best way to create wealth over the long term. By investing responsibly, we aim to help people invest and retire better, to help clients achieve better risk-adjusted returns, and, where possible, to contribute to positive outcomes in the wider world.
1. Federated acquired majority interest in London-based integrated ESG manager Hermes Investment Management from BT Pension Scheme in 2018.
2. SRI includes the broader themes of ESG, engagement and responsible investing. The international business of Federated Hermes has integrated ESG since its inception in 1983 and started offering ESG products and services in 1998.
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Fiera Capital Corporation
Contact: Vincent Cliche, Senior Analyst
Address: 1981 McGill College, Ste. 1500, Montreal, QC H3A 3A8
Phone: 514-954-6504
Fax: 514-954-9692
Email: [email protected]
Website: www.fieracapital.com
Socially Responsible Investment Products or Services: Fiera ASFI – Active Universe Ethical Fund, Fiera ASFI – Universe Fossil Fuel Free Strategy, Fiera International Equity Ethical Fund, Fiera Integrated Fixed Income – Short & Mid Term Bond Fund, Fiera Canadian Equity Ethical Fund, Fiera Canadian Equity Fossil Fuel Free Fund, Fiera Canadian Equity Ethical Fossil Fuel Free Fund, Fiera US Equity Ethical Fund, Fiera Sustainable US Equity Fund, Fiera Sustainable Global Equity Fund, Fiera CRS Balanced Ethical ESG Fund, Fiera Global Impact Fund
Year that firm began offering SRI Products or Services: 2003
Number of Socially Responsible Investment Canadian Pension Fund Clients: 15
Philosophy/Style: Fiera Capital’s Responsible Investment Policy integrates ESG assessments into investment processes and highlights the benefits of increased knowledge of companies in which we invest, better controlling the risk of our portfolios and helping companies improve over the long term. For more information: https://www.fieracapital.com/en/about-fiera-capital/responsible-investment
*Please note that ESG is considered in all of the firm’s strategies
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Foyston, Gordon & Payne Inc.
Contact: Kimberley Woolverton, Executive Vice-president, Head of Distribution
Address: 1 Adelaide St. E., Ste. 2600, Toronto, ON M5C 2V9
Phone: 416-848-1936
Fax: 416-367-1183
Email: [email protected]
Website: www.foyston.com
Socially Responsible Investment Products or Services: In addition to offering one standalone ESG product, the FGP Canadian Ex-Energy Equity strategy, we integrate ESG into all our investment strategies Strategy
Year that firm began offering SRI Products or Services: 2018
Philosophy/Style: Companies that effectively address ESG issues tend to be more attractive long-term investments. Assessing ESG factors, including actively engaging with company management to encourage and educate them on best practices and policies, has long been a component of our fundamental investment analysis.
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Franklin Templeton
Contact: Duane Green, President & CEO
Address: 200 King St. W., Toronto, ON M5H 3T4
Phone: 416-957-6165
Fax:
Email: [email protected]
Website: www.franklintempleton.ca
Socially Responsible Investment Products or Services: US Equity, EAFE Equity, Global Equity, Global Fixed Income, Canadian Equity, Canadian Fixed Income, Global Real Assets, Emerging Markets public & private equity, debt
Year that firm began offering SRI Products or Services: 1987
Number of Socially Responsible Investment Canadian Pension Fund Clients: 74
Philosophy/Style: Growth, value, core - integration of ESG factors into direct fundamental research. Focused strategies offered include climate change, impact, and sustainability.
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Guardian Capital LP
Contact: Michele Robitaille, Managing Director, Head of Responsible Investing
Address: 199 Bay St., Commerce Court W., Ste. 3100, Toronto, ON M5L 1E8
Phone: 416-350-6897
Fax: 416-364-9634
Email: [email protected]
Website: www.guardiancapital.com
Socially Responsible Investment Products or Services: GEM Canadian Equity, GEM Global Equity, GEM Fixed Income, GEM Balanced, Guardian Canadian Equity Carbon Constrained Strategy
Year that firm began offering SRI Products or Services: 2005
Number of Socially Responsible Investment Canadian Pension Fund Clients: 4
Philosophy/Style: ESG considerations are integrated into all of our investment processes and stewardship activities – commonly referred to as ESG Integration and Active Ownership. Our Guardian Ethical Management (GEM) products utilizes negative screens in conjunction with NEI’s extensive Active Ownership program.
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Hillsdale Investment Management
Contact: Harry Marmer, EVP, Partner
Address: 1 First Canadian Place 100 King St. W., Ste. 5900, Box 477, Toronto, ON M5X 1E4
Phone: 416-913-3907
Fax: 416-913-3901
Email: [email protected]
Website: www.hillsdaleinv.com
Socially Responsible Investment Products or Services: Hillsdale offers customized ESG research, testing, screening and/or weighting in all its Canadian, U.S., and global active investment strategies for institutional investors. Its Strategy Line-Up includes: Global & International Strategies: Global Equity, Global Small Cap, Global Small Cap, Ex US International Small Cap US Strategies: US Small Cap, US Micro Cap Canadian Strategies: Canadian All Cap Canadian Momentum, ESG Quality, Equity Income, Canadian Value Momentum, Quality Canadian Small Cap, Canadian Micro Cap. For over a quarter of a century, Hillsdale has invested in companies that have attractive financial attributes and sustainable business models. Since 2011, this has included companies with good corporate governance and a high level of accounting integrity. ESG factors are integrated in Hillsdale’s investment process and are carefully evaluated on a strategy-by-strategy basis, i.e., ESG factors provide another lens through which we assess stocks. We are committed to ESG investing through our membership and support of the Canadian Coalition for Good Governance (CCGG) and the Carbon Disclosure Project (CDP) and we are a PRI signatory. Hillsdale has specialized in ESG strategy testing, screening, weighting ,and implementation since 2011. ESG factors are considered and evaluated in our investment process on a strategy-by-strategy basis alongside all other potential alpha and risk signals. Our proprietary factor library includes ESG factors, in six investment frequencies. ESG factors provide another lens through which we assess stocks.
Year that firm began offering SRI Products or Services: 2011
Number of Socially Responsible Investment Canadian Pension Fund Clients: 3
Philosophy/Style: Hillsdale’s investment philosophy is based on decades of knowledge and experience in the meticulous application of fundamental, quantitative, and capital markets research. This systematic process allows for long memory, enormous breadth, and a rigorous decision-making process increasing the odds of performance repeatability, reducing behavioral biases, and empowering risk management.
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Honeytree Investment Management
Contact: Paula Glick, Co-Founder
Address: 265 Lauder Ave., Toronto, ON M6E 3H5
Phone: 416-528-8369
Fax:
Email: [email protected]
Website: www.honeytreeinvest.com
Socially Responsible Investment Products or Services: Honeytree Global Equity Honeytree Canadian Equity, Honeytree US Equity
Year that firm began offering SRI Products or Services: 2019
Philosophy/Style: Honeytree Strategies seek to achieve long term growth by building concentrated portfolios of companies that demonstrate purpose driven responsible growth.
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HSBC Global Asset Management (Canada) Limited
Contact: Todd Graham, Vice President, Institutional Investments
Address: 3rd Floor, 16 York St., Toronto, ON M5J 0E6
Phone: 416-673-6909
Fax: 416-361-6345
Email: [email protected]
Website: assetmanagement.hsbc.ca
Socially Responsible Investment Products or Services: HSBC GIF Global Equity Climate Change, HSBC GIF Lower Carbon Equity, HSBC GIF Global Equity Sustainable Healthcare, HSBC GIF Global Sustainable Long Term Dividend, HSBC GIF Global Emerging Markets Equity, HSBC GIF Euroland Value, HSBC GIF Euroland Growth, HSBC GIF Euroland Equity Smaller Companies, HSBC GIF Asia ex Japan Equity, HSBC GIF Asia ex Japan Smaller Companies, HSBC GIF China A-Shares Equity, HSBC Sustainable Equity UCITS ETFs range
HSBC MSCI Climate Paris Aligned UCITS ETFs, HSBC GIF Global Lower Carbon Bond, HSBC GIF Global ESG Corporate Bond, HSBC GIF Global High Yield ESG Bond, HSBC GIF GEM ESG local Debt, HSBC GIF Euro High Yield, HSBC GIF Euro Credit Bond, HSBC GIF Euro Bond, HSBC GIF Asia ESG Bond
Year that firm began offering SRI Products or Services: 2007
Philosophy/Style: We believe that investing responsibly does not mean sacrificing investment returns. We invest with purpose and discipline to unlock sustainable investment opportunities for our investors, deliver sustainable growth, and reduce risks through the consideration of ESG factors.
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Invesco Canada Ltd.
Contact: Michael Peck, Senior Vice-president, Head of Canadian institutional Investments
Address: 120 Bloor St. E., Ste. 700, Toronto, ON M4W 1B7
Phone: 416-324-7679
Fax:
Email: [email protected]
Website: institutional.invesco.ca
Socially Responsible Investment Products or Services: Active equities, ETFs, Indexing, corporate & sovereign fixed income, real asset, multi-asset strategies, custom solutions
Year that firm began offering SRI Products or Services: 1987
Number of Socially Responsible Investment Canadian Pension Fund Clients: 1
Philosophy/Style: Our commitment to environmental, social and governance investing is a key element of our ambition to provide an investment experience that helps people get more out of life. We recognize that ESG matters greatly to our clients, communities, and stakeholders.
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Leith Wheeler Investment Counsel
Contact: Lisa Meger, Portfolio Manager
Address: 1500-400 Burrard St., Vancouver, BC V6C 3A6
Phone: 604-683-3391
Fax:
Email: [email protected]
Website: www.leithwheeler.com
Socially Responsible Investment Products or Services: Leith Wheeler Carbon Constrained Canadian Equity Fund
Year that firm began offering SRI Products or Services: 2017
Philosophy/Style: Leith Wheeler follows an ESG Integration approach in the management of all Canadian equity portfolios. Within our Carbon Constrained strategy in particular, we additionally filter out any business that earns >30% of revenues from fossil fuel-related industries.
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Letko, Brosseau & Associates Inc.
Contact: David Després, Vice President, Investment Services, Partner
Address: Ste. 2510, 1800 Ave. McGill College, Montreal, QC H3A 3J6
Phone: 800-307-8557
Fax:
Email: [email protected]
Website: www.lba.ca
Socially Responsible Investment Products or Services: Letko Brosseau ESG Fossil Fuel Free Global Equity Fund, Letko Brosseau ESG Canadian Equity Plus Income Fund, Letko Brosseau ESG Fossil Fuel Free RSP Global Equity Fund
Number of Socially Responsible Investment Canadian Pension Fund Clients: 6
Philosophy/Style: At Letko Brosseau, we believe that companies with sound business practices, including strong corporate governance and responsible management of material environmental and social issues, have better success and deliver stronger financial performance over time.
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Lincluden Investment Management
Contact: Jaclyn Pitushka, Assistant Vice-president
Address: 201 City Centre Dr., Ste. 201, Mississauga, ON L5B 2T4
Phone: 905-273-3018
Fax:
Email: [email protected]
Website: www.lincluden.com
Socially Responsible Investment Products or Services: Lincluden Sustainable Income Fund
Year that firm began offering SRI Products or Services: 208
Number of Socially Responsible Investment Canadian Pension Fund Clients: 5
Philosophy/Style: The Lincluden ESG strategy focuses on high quality diversified Canadian equities seeking alignment with globally accepted temperature warming goals, while targeting a consistent higher income with less capital risk. Investments are assessed on policies that mitigate environmental degradation, promote human rights, diversity and inclusion, and good corporate governance.
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Montrusco Bolton Investments Inc.
Contact: Richard Guay, Senior Vice-president
Address: 1501 McGill College Ave., Ste. 1200, Montreal, QC H3A 3M8
Phone: 514-842-6464
Fax: 514-282-2550
Email: [email protected]
Website: www.montruscobolton.com
Socially Responsible Investment Products or Services: SRI guidelines are applied to all fundamentally-managed equity and fixed income strategies
Year that firm began offering SRI Products or Services: 2005
Number of Socially Responsible Investment Canadian Pension Fund Clients: 24
Philosophy/Style: MBI’s approach to responsible investment is focused on incorporating ESG factors in our security selection process and engaging with the companies in which we invest. Examples include our proxy voting strategy, filing shareholder proposals, collaborating with industry specialists, and screening.
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NEI Investments
Contact: Louis Spadacini, Vice-president, Institutional & Strategic Relationships
Address: 151 Yonge St., Toronto, ON M5C 2W7
Phone: 416-305-3510
Fax:
Email: [email protected]
Website: www.neiinvestments.com
Socially Responsible Investment Products or Services: NEI Environmental Leaders Fund, NEI Global Sustainable Balanced Fund, NEI Clean Infrastructure Fund, NEI Global Impact Bond Fund, NEI International Equity RS Fund, NEI US Equity RS Fund, NEI Global Total Return Bond Fund, NEI Global Dividend RS Fund, NEI Global Growth Fund, NEI Emerging Markets Fund, NEI Canadian Bond Fund, NEI Global Equity RS Fund, NEI Canadian Equity Fund, NEI ESG Canadian Enhanced Index Fund NEI Growth & Income Fund, NEI Canadian Small Cap Equity Fund, NEI Canadian Dividend Fund, NEI Global Value Fund, NEI Global High Yield Bond Fund, NEI Canadian Equity RS Fund, NEI Canadian Equity Small Cap RS Fund, NEI US Dividend Fund; NEI’s ESG Services team focuses on engagement, proxy voting, and policy work.
Year that firm began offering SRI Products or Services: 1986
Philosophy/Style: NEI manages in excess of 10.5 billion in assets and is focused on meeting the needs of both Institutional and Individual investors across Canada. The ability to incorporate ESG factors into our investment process enables likeminded, values-based organization to work with NEI and integrate their values with their investments.
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Ninety One
Contact: Katherine Tweedie, Country Head, Canada
Address:
Phone: 917-206-5152
Fax: 514-282-2550
Email: [email protected]
Website: https://ninetyone.com/en/canada
Socially Responsible Investment Products or Services: We offer a range dedicated sustainability strategies which go beyond ESG integration. These strategies have an aggregate AUM of C$7,749 million, representing 3.9% of our total firm AUM as at 30 September 2022; Strategy – UK Sustainable Equity, Global Environment, Global Multi-Asset Sustainable Growth, Global Sustainable Equity, Emerging Markets Sustainable Equity, Emerging Markets Sustainable Blended Debt, Emerging Africa Infrastructure Fund
Year that firm began offering SRI Products or Services: 2008
Number of Socially Responsible Investment Canadian Pension Fund Clients: All clients are invested in strategies that incorporate sustainability within their investment process
Philosophy/Style: We take a holistic approach to sustainability beyond a simple consideration of ESG risks using 3rd party metrics. Rather, we require an in-depth proprietary assessment & the alignment of capital allocation decisions with long-term interests of shareholders & other stakeholders.
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PH&N Institutional 1
Contact: John Skeans, Head of Consultant Relations (Canada)
Address: 20th Floor, 200 Burrard St., Vancouver, BC V6C 3N5
Phone: 604-408-6238
Fax: 604-685-5712
Email: [email protected]
Website: institutional.phn.com/
Socially Responsible Investment Products or Services: At RBC Global Asset Management (RBC GAM), Our Approach to Responsible Investment is anchored by the knowledge that our clients have entrusted us to help them secure a better financial future for themselves or for the beneficiaries of the funds they manage. Our principal duty is to maximize investment returns for our clients without undue risk of loss. We do this within the investment limits described in each investment mandate. We believe that being an active, engaged, and responsible investor empowers us to enhance the long-term, risk-adjusted performance of our portfolios. We define Environmental, Social, and Governance (ESG) Integration as the systematic integration of ESG factors into the investment process. Our investment teams have developed their own methods to integrate material ESG factors into their respective investment analysis and decision making. This approach allows our investment teams to tailor the ESG integration tools and resources to their well-established investment methodologies. The ESG integration activities undertaken by each team reflect the interests of our clients and the time horizon of our investment strategies. We also offer strategies that are specifically designed to incorporate socially responsible investing (SRI) principles into the portfolio construction. We define Socially Responsible Investing as an investment strategy that applies the ESG screening and exclusion approach based on a defined set of ESG-related criteria, generally stemming from a certain principle or set of values. RBC Vision Funds are a family of funds that invest primarily in the securities of companies that meet a defined set of ESG-related criteria. The strategies apply qualitative and exclusionary screens for security selection in accordance with their ESG analytical framework. In addition, we manage an exchange-traded strategy focused on women in leadership. Our SRI offering includes the following: RBC Vision Core Funds, RBC Vision Bond Fund, RBC Vision Balanced Fund, RBC Vision Canadian Equity Fund, RBC Vision Global Equity Fund, RBC Vision Thematic Funds, RBC Vision Fossil Fuel Free Short-Term Bond Fund, RBC Vision Fossil Fuel Free Bond Fund, RBC Vision Fossil Fuel Free Balanced Fund, RBC Vision QUBE Fossil Fuel Free Low Volatility Canadian Equity Fund, RBC Vision Fossil Fuel Free Global Equity Fund, RBC Vision Fossil Fuel Free Emerging Markets Equity Fund, RBC Vision Women’s Leadership MSCI Canada Index ETF.2 Further, we are capable of managing customized SRI portfolios for institutional clients in Canada and have been doing so since 1992. These mandates are managed on a case-by-case basis, whereby our portfolio managers would work with the client to construct a segregated SRI portfolio to include or exclude specific investments in accordance with their investment guidelines and ethical commitments.
Year that firm began offering SRI Products or Services: 1992
Number of Socially Responsible Investment Canadian Pension Fund Clients: 8
Philosophy/Style: RBC GAM believes being an active, engaged, and responsive owner empowers our investment teams to enhance their long-term, risk-adjusted performance. We believe companies managing their material ESG risks and opportunities effectively are more likely to outperform over the long term
1. PH&N Institutional is the Canadian institutional division of RBC Global Asset Management Inc. (RBC GAM Inc.).
2. The RBC ETF referred to herein is not sponsored, endorsed, or promoted by MSCI Inc., and MSCI Inc. bears no liability with respect to the RBC ETF or any index on which the RBC ETF is based. RBC Global Asset Management Inc. licenses the use of the MSCI index and is not affiliated with MSCI Inc. The RBC ETF’s prospectus contains a more detailed description of the limited relationship MSCI Inc. has with RBC Global Asset Management Inc. and the RBC ETF
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Pictet Asset Management
Contact: François Forget, Head of Distribution – Canada
Address: 1000 de la Gauchetiere W., Ste. 3100, Montreal, QC H3B 4W5
Phone: 514-518-8587
Fax:
Email: [email protected]
Website: www.am.pictet
Socially Responsible Investment Products or Services: Positive tilt: Absolute Return Fixed Income (ARFI), Asia Equities ex Japan, Digital, Emerging Local Currency Debt, Emerging Markets, Family, Global Emerging Debt, Global Fixed Income Opportunities, Premium Brands, Robotics, Security Best in Class: Positive Change, Sustainable Emerging Debt Blend, Emerging Sustainable Equities, European Sustainable Equities, Global Sustainable Equities Positive Impact: Biotech, Clean Energy, Climate Government Bonds, Global Environmental Opportunities (GEO), Global Megatrend Selection (GMS), Global Thematic Opportunities (GTO), Health, Human, Nutrition, Smart City, Timber, Water, ESG Integrated: all other strategies
Year that firm began offering SRI Products or Services: 1995
Philosophy/Style: A global leader in environmental and sustainable strategies, responsibility is central to our way of thinking. We systematically integrate ESG in all investment processes and expect issuers to respect planetary boundaries and international standards on governance, human rights and ethical business practices.
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Pimco Canada Corp.
Contact: Patrice Denis, Executive Vice-president
Address: 199 Bay St., Ste. 2050, Toronto, ON M5L 1G2
Phone: 514-231-5277
Fax:
Email: [email protected]
Website: www.pimco.ca
Socially Responsible Investment Products or Services: PIMCO Total Return ESG Fund, PIMCO Low Duration ESG Fund, PIMCO Climate Bond Fund, PIMCO ESG Income Fund, EMNT, RAFI ESG, GIS Global Bond ESG Fund, GIS Global Investment Grade Credit ESG Fund, GIS Climate Bond Fund, GIS Emerging Markets Bond ESG Fund, GIS ESG Income Fund, GIS Low Duration Opportunities ESG Fund, GIS Diversified Income ESG Fund, GIS Emerging Market Local Bond ESG Fund, PIMCO ESG Income Fund (Canada), PIMCO Climate Bond Fund (Canada)
Year that firm began offering SRI Products or Services: 1989*
Philosophy/Style: PIMCO recognizes ESG factors are increasingly material inputs into understanding global markets. Whether climate change, consumer preferences, or regulation, ESG factors are important considerations for investments. As stewards of our clients’ capital, we have a broad range of sustainability solutions.
*PIMCO has managed socially responsible investments since 1989. Note that PIMCO launched the Total Return Fund III in 1991 as an SRI portfolio (which was then converted to TR ESG in 2017).
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Russell Investments Canada Limited
Contact: Tom Lappalainen, Managing Director, Canada Institutional
Address: 200 Bay St., North Tower, Ste. 1200, Toronto, ON M5X 1E4
Phone: 866-737-2228
Fax:
Email: [email protected]
Website: www.russellinvestments.com/ca/institutional
Socially Responsible Investment Products or Services: We incorporate responsible investing in our investment manager evaluation process, our portfolio management, our advisory services, and through implementing proprietary solutions to meet client needs. In addition, the Russell Investments ESG Global Equity Pool is designed to reduce the portfolio’s total exposure to carbon footprint and fossil fuel reserves to a level below that of the MSCI World Index and commits to zero holdings in tobacco, firearms, and alcohol industries. The pool also aims to eliminate exposure to companies with more than 10% revenue from mining thermal coal or coal power generation.
Philosophy/Style: Integrated approach where we research and select managers with full knowledge of their ESG metrics and have developed a proprietary ESG scoring methodology for our direct investing capabilities. Active owners with engagement activities focused on specific ESG actions.
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Stewart Investors
Contact: Hugh Tancred, Senior Relationship Manager
Address: 10 East 53rd St., Level 21, New York, NY NY10022
Phone:
Fax:
Email: [email protected]
Website: www.stewartinvestors.com
Socially Responsible Investment Products or Services:
Year that firm began offering SRI Products or Services: 2005
Philosophy/Style: We take a long-term bottom-up and benchmark agnostic approach to investing in high quality companies that contribute to, and benefit from, sustainable development.
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Sun Life Global Investments
Contact: Anne Meloche, Head of Institutional Business
Address: 1 York St., Toronto, ON M5J 0B6 4W5
Phone: 514-347-6137
Fax:
Email: [email protected]
Website: www.slgiinstitutional.com
Socially Responsible Investment Products or Services: Sun Life Financial Money Market, Sun Life Multi-Strategy Bond, Sun Life Multi-Strategy Core Plus Bond, Sun Life Dynamic Equity Income, Sun Life Dynamic Strategic Yield, Sun Life Wellington Opportunistic Fixed Income, Sun Life Multi-Strategy Canadian Equity, Sun Life BlackRock Canadian Equity, Sun Life MFS U.S. Growth, Sun Life MFS U.S. Value, Sun Life MFS U.S. Equity, Sun Life MFS International Growth, Sun Life MFS International Value3, Sun Life MFS Low Volatility International Equity, Sun Life JP Morgan International Unconstrained Equity, Sun Life MFS Global Growth, Sun Life MFS Global Value4, Sun Life Multi-Strategy Global Equity, Sun Life Schroder Global Mid Cap, Sun Life Schroder Emerging Markets, Sun Life Multi-Strategy Real Assets, Sun Life Granite Target Date, 2025 to 2060 and Retirement, Sun Life Granite Multi-Risk Target Date, 2025 to 2060 and Retirement – 3 levels of risk: Conservative, Moderate, Aggressive, Sun Life Granite Target Risk – 5 series, Sun Life Granite Income, Sun Life Granite Enhanced Income, Sun Life Milestone 2025 to 2060, Sun Life KBI Sustainable Infrastructure
Year that firm began offering SRI Products or Services: 2012
Number of Socially Responsible Investment Canadian Pension Fund Clients: 5,670
Philosophy/Style: Recognizing that our landscape is fraught with constant evolution and mounting pressures, we aim to evaluate where our managers are on their ESG journey, and their progress towards systemically and explicitly embed ESG issues into investment research and investment decisions..
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T. Rowe Price
Contact: Craig Siddall, Vice President
Address: Ste. 4240 77 King St. W., Toronto, ON M5K 1G8
Phone: 416-360-7135
Fax:
Email: [email protected]
Website: www.troweprice.com
Socially Responsible Investment Products or Services: Socially Responsible Investment Products or Services: T. Rowe Price Global Impact Equity Strategy, T. Rowe Price Global Impact Credit Strategy
Year that firm began offering SRI Products or Services: 2020
Philosophy/Style: Our Impact investment approach is defined by its dual mandate which simultaneously seeks both benchmark outperformance and positive environmental and social impact by investing in durable, growing businesses with measurable impact criteria.
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TD Asset Management Inc.*
Contact: Anne Giroux, Vice-president & Director
Address: 1350, René-Lévesque Ouest, Bureau 501, Montréal, QC H3G 1T4
Phone: 514-240-6805
Fax:
Email: [email protected]
Website: www.tdaminstitutional.com
Socially Responsible Investment Products or Services: Socially Responsible Investment Products or Services: TD Asset Management (TDAM) offers socially responsible investing solutions, both in Pooled Funds, mutual funds, exchange-traded funds (ETFs), and separately managed accounts. Examples are: Pooled Funds - The TD Emerald Low Carbon / Low Volatility Global Equity Pooled Fund Trust intends to achieve its objective by investing primarily in common shares of corporations in the MSCI World Total Return Index. The Fund will generally overweight the portfolio with securities that it expects to deliver less volatile returns, and underweight the Fund’s portfolio with, or exclude from the Fund’s portfolio, securities that have a high carbon footprint and are expected to deliver more volatile returns. The portfolio management process includes a low carbon footprint constraint target and constraints precluding investment in companies with direct involvement and/or indirect involvement through corporate ownership in oil sands, coal extraction and combustion, controversial weapons as well as tobacco companies. The TD Emerald Low Carbon Global Equity Index Non-Taxable Investor Pooled Fund Trust is passively managed against the MSCI World Low Carbon Target Index. The Index is a benchmark for investors who wish to manage potential risks associated with the transition to a low carbon economy. The Fund is designed for Canadian registered pension plans, qualifying foundations, endowments and charities which are exempt from income tax in Canada and income tax in the U.S. in respect of dividend or interest income in the U.S. Mutual Funds - The TD North American Sustainability Equity Fund is an active North American equity solution that combines TDAM's fundamental research process with experience in ESG integration, to invest primarily in a diversified portfolio of North American securities. Security selection will focus on an issuer's ability to profitably generate and grow free cash flow and its efficiency at allocating capital, while also demonstrating positive contributions towards the Sustainable Development Goals as set out by the United Nations. The TD North American Sustainability Balanced is a core North American balanced fund, which seeks to earn income with the potential for capital appreciation while following a socially responsible approach to investing. This fund focuses on investing in a combination of common share and bond investments that demonstrate positive contributions towards the Sustainable Development Goals as set out by the United Nations. Exchange-traded Funds - The TD Morningstar ESG Canada Equity Index ETF seeks to track, to the extent reasonably possible and before the deduction of fees and expenses, the performance of a Canadian equity market index which measures the investment return of Canadian large- and mid-capitalization issuers that exhibit higher ESG ratings relative to their peers. Currently, this TD ETF seeks to track the Morningstar Canada Sustainability Extended Index. The TD Morningstar ESG U.S. Equity Index ETF seeks to track, to the extent reasonably possible and before the deduction of fees and expenses, the performance of a U.S. equity market index which measures the investment return of U.S. large- and mid- capitalization issuers that exhibit higher ESG ratings relative to their peers. Currently, this TD ETF seeks to track the Morningstar US Sustainability Extended Index. The TD Morningstar ESG International Equity Index ETF seeks to track, to the extent reasonably possible and before the deduction of fees and expenses, the performance of an international equity market index which measures the investment return of large- and mid-capitalization issuers in Developed Markets located outside of North America, that exhibit higher ESG ratings relative to their peers. Currently, this TD ETF seeks to track the Morningstar Developed Markets ex-North America Sustainability Extended Index. The TD Morningstar ESG Canada Corporate Bond Index ETF seeks to track the performance of a Canadian corporate bond index which measures the investment return of fixed-income securities of issuers that exhibit higher ESG ratings relative to their peers. Currently, this TD ETF seeks to track the Morningstar Canada Corporate Bond Sustainability Index. The TD Morningstar ESG U.S. Corporate Bond Index ETF seeks to track the performance of a U.S. corporate bond index which measures the investment return of fixed-income securities of issuers that exhibit higher ESG ratings relative to their peers. Currently, this TD ETF seeks to track the Morningstar US Corporate Bond Sustainability Index. The TD Global Carbon Credit Index ETF seeks to track seeks to track the performance of a global carbon credit index which measures the investment return of global cap-and-trade carbon emission credits. Currently, the TD ETF seeks to track the Solactive Global Carbon Credit CAD Hedged Index. Segregated Model - The TD North American Sustainability Leadership Equity Model aims to achieve its fundamental investment objective by investing in high quality companies that demonstrate positive contributions towards achieving the Sustainable Development Goals as set by the UN. Investors may have different values and that is where solutions through segregated accounts are needed. TDAM strives to partner with its clients to build portfolio that reflects their beliefs whether it is through exclusion, best in class or other customized sustainable investing solutions.
Year that firm began offering SRI Products or Services: 2007
Number of Socially Responsible Investment Canadian Pension Fund Clients: 13
Philosophy/Style: As a large diversified asset manager, TDAM integrates ESG characteristics as central part of our investment thesis to generate long term returns in a risk managed process. We follow an integrated ESG approach supported by active ownership and stewardship efforts on key issues such as climate change, inclusion and diversity, corporate governance, and mitigation of other material ESG risks. We also offer a number of dedicated ESG products/services to match our clients requirements.
* A wholly-owned subsidiary of The Toronto-Dominion Bank.
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Triasima Portfolio Management Inc.
Contact: Nathalie Nowlan, Partner, Client Relationships
Address: 2520-900 de Maisonneuve Blvd. W., Montréal, QC H3A 0A8
Phone: 514-906-0667
Fax: 514-284-3060
Email: [email protected]
Website: https://triasima.com/
Socially Responsible Investment Products or Services: Triasima Canadian Equity Ex-Fossil Fund, Triasima All Country World Ex-Fossil Fund
Year that firm began offering SRI Products or Services: 2016
Philosophy/Style: Our portfolio management approach is to combine three methods of analysis to add depth and perspective to traditional analysis. We believe that integrating ESG factors into stock selection and portfolio construction creates long-term opportunities to optimize the risk-return and generate positive social and environmental impacts.
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William Blair
Contact: Jason R. Stefanelli, Director, Head of Canada
Address: 125 High St., Ste. 1901, Boston, MA 02110
Phone: 617-784-5662
Fax:
Email: [email protected]
Website: www.williamblair.com
Socially Responsible Investment Products or Services: Global Leaders Sustainability, US Equity Sustainability
Year that firm began offering SRI Products or Services: 2011
Number of Socially Responsible Investment Canadian Pension Fund Clients: 20
Philosophy/Style: William Blair has long recognized the importance of a quality-focused approach to the fundamental analysis of companies. ESG factors have a meaningful impact on a company’s ability to create value over time, so our core investment philosophies and processes are naturally aligned with sustainable investing principles.
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