Helios2. Contract GUARANTEED INVESTMENT FUNDS RESPONSIBLE INVESTMENT PORTFOLIOS FOR ADVISORS ONLY
|
|
- Douglas Bradford
- 5 years ago
- Views:
Transcription
1 Helios2 Contract GUARANTEED INVESTMENT FUNDS FOR ADVISORS ONLY RESPONSIBLE INVESTMENT PORTFOLIOS Insurance refers to Financial Security Life Assurance Company.
2 Responsible Investment Portfolios Combine s expertise and the unique protection offered by the Helios2 Contract. Table Responsible investment portfolios DFS GIF Conservative SocieTerra DFS GIF Balanced SocieTerra DFS GIF Growth SocieTerra DFS GIF Maximum Growth SocieTerra Fixed Income 71.0% 55.0% 40.0% 20.0% SocieTerra Canadian Bond 63.9% 49.5% 36.0% 18.0% SocieTerra Environmental Bond 7.1% 5.5% 4.0% 2.0% Equity 29.0% 45.0% 60.0% 80.0% SocieTerra Canadian Equity 8.7% 13.5% 18.0% 24.0% SocieTerra American Equity 6.7% 10.5% 13.9% 18.6% SocieTerra International Equity 5.0% 7.7% 10.3% 13.8% SocieTerra Environment 2.0% 3.0% 4.1% 5.4% SocieTerra Positive Change 2.0% 3.0% 4.1% 5.4% SocieTerra Cleantech 2.0% 3.2% 4.2% 5.6% SocieTerra Emerging Markets Equity 2.6% 4.1% 5.4% 7.2%
3 Extra-financial strategies Tap into a wider range of RI strategies Responsible investing is traditional investing with a tweak. On top of looking at the issuing companies financial performance, it also looks at extra-financial factors that are more likely to offer sustainable growth. SocieTerra Portfolios and Funds stand out for the range of extra-financial strategies their managers use. Exclusion filters We don t invest in tobacco, weapons, nuclear energy, etc. Best in class We choose companies that demonstrate best ESG practices in their sector. Thematic investing In high demand! We select top companies in sectors that are directly related to an ESG theme (available for certain SocieTerra products). Shareholder engagement Making change happen! We engage with companies to improve their ESG performance. For example, the SocieTerra Cleantech Fund invests in companies whose core business is to come up with specific solutions to the biggest environmental issues facing our planet. Exercising voting rights Shareholder dialogue Shareholder proposals
4 What does ESG mean? On top of a strictly financial analysis, responsible investing incorporates three additional factors: Environmental e.g., reduction of greenhouse gases Social e.g., working conditions Governance e.g., executive compensation Some products take all three criteria into consideration, while others focus on a particular area.
5 Responsible investing A great way to expand your client base Get ahead of the game Where institutional investors lead, retail investors follow. Canadian assets Think about the future of your business Millennials are the biggest segment of Canada s working population. 3 Invested according to RI guidelines 1 INSTITUTIONAL ASSETS Set to inherit 4 $30T 42 % Non-RI assets 58 % RI assets Twice as likely to consider RI than their parents 4 77 % individuals are interested in investments that take ESG factors into consideration. 2 2 out of 3 think their advisor should know about responsible investing 4 1 RI assets based on estimates published in the RI Trends Report, Responsible Investment Association, Responsible Investment Association, RIA Investor Opinion Survey, Canadian Business, Millennials are Now the Biggest Generation in the Canadian Workforce, June 3, Responsible Investment Association, Millennials, Women and The Future of Responsible Investing, April 2016.
6 The transition to the green economy Is well underway 179 countries or territories have signed the Paris climate agreement 5 A pioneer in responsible investing Almost $3B in responsible investing assets under management. 7 US$334B was invested in global clean energy in A return potential that s just as attractive as what you d get with a traditional investment and sometimes even better! 6.29 % 6.79 % 1990 Launch of the Environment Fund: The first of its kind in Canada. Team up with world-recognized portfolio managers known for their responsible investing expertise Traditional market S&P/TSX 60 Responsible investment index Jantzi Social Index Annualized returns between January 1, 2000 and December 31, Source: Sustainalytics 5 United Nations Framework Convention on Climate Change, number and list of signatories as at August 24, Bloomberg New Energy Finance, State of Clean Energy Investment, January As at June 30, Includes all responsible investment products offered by Group.
7 Which funds make up these portfolios? Fund Name Manager Asset Class Why choose it? CANADIAN BOND FUND Wealth Management, Global Asset Management logo Canadian bond To invest in high-quality debt securities aligned with our ESG priorities. When the opportunity arises, the fund manager may also invest in green or social-impact bonds. The fund manager places the same emphasis on all three ESG criteria. FIRST IN CANADA! ENVIRONMENTAL BOND FUND Mirova logo Global bond Thematic fund To help finance highly transparent environmental projects. The fund manager seeks to optimize diversification across credit sectors while favouring investment grade bonds. CANADIAN EQUITY FUND Wealth Management, Global Asset Management logo Canadian equity To benefit from innovative security selection that leverages ESG strategies throughout the investment process. This low turnover fund allows investors to make the most of their influence as shareholders. The fund manager aims for ESG scores at least 10% higher than the benchmark S&P/TSX index, without compromising return potential. All three ESG criteria are equally emphasized. AMERICAN EQUITY FUND ClearBridge investments logo American equity To invest in the world s largest economy through best in class companies from an ESG perspective. The fund manager places the same emphasis on all three ESG criteria. ENVIRONMENT FUND Wealth Management, Global Asset Management logo Global equity Thematic fund To invest in companies with an environmental record that is better than that of their peers, without compromising on financial performance. The fund manager chooses companies with the lowest environmental impact within their industry. INNOVATIVE STRATEGY POSITIVE CHANGE FUND Baillie Gifford logo Global equity Thematic fund To invest in securities of companies from around the world whose products/services or behaviour are helping to build a more sustainable world for future generations. INTERNATIONAL EQUITY FUND Addenda Capital logo International equity To invest in securities of companies outside of Canada and the U.S. using a disciplined approach based on fundamental research and a thorough risk evaluation that integrates responsible investment practices, such as ESG factors. FIRST IN CANADA! CLEANTECH FUND IMPAX Asset management logo Small- and mid-cap global equity Thematic fund To benefit from strong growth by companies that offer concrete solutions to the environmental problems we face. The fund s sector allocation differs significantly from its benchmark. At least 50% of the revenues of the companies that make up this fund are derived directly from resource optimization. FIRST IN CANADA! EMERGING MARKETS EQUITY FUND Comgest logo Emerging markets equity To invest in securities of companies in emerging markets or that are very active in these markets and that care about the ESG impacts of their activities.
8 Group is the leading cooperative financial group in Canada and the sixth largest in the world. The scope of our product and service offer is unique, encompassing expertise in wealth management, life and health insurance, property and casualty insurance, and financial services for individuals and businesses. has pioneered responsible investing in Canada and continues to be a leading supporter and promoter of this sector. $290.1 billion in total assets* + 7 million members and clients* Standard and Poor s A+ Moody s Aa2 Dominion Bond Rating Service AA Fitch AA- Offer the Helios2 Contract! Your regional sales director can help you sell the Helios2 Contract. Reach out today! * As at June 30, Insurance refers to Financial Security Life Assurance Company. This document is printed on Rolland Enviro paper. 100% E ( )
Helios2. Contract GUARANTEED INVESTMENT FUNDS RESPONSIBLE INVESTMENT PORTFOLIOS FOR ADVISORS ONLY
Helios2 Contract GUARANTEED INVESTMENT FUNDS FOR ADVISORS ONLY RESPONSIBLE INVESTMENT PORTFOLIOS Insurance refers to Financial Security Life Assurance Company. Responsible Investment Portfolios Combine
More informationCLIM ESG Initiative. CITY OF LONDON Investment Management Company Limited
CLIM ESG Initiative CITY OF LONDON Investment Management Company Limited Background There is an acceptance at City of London Investment Management Company Limited (CLIM) that we cannot purchase clean ESG
More informationRESPONSIBLE INVESTMENT QUESTIONS FOR FUND MANAGERS A Guide for Foundations
RESPONSIBLE INVESTMENT QUESTIONS FOR FUND MANAGERS A Guide for Foundations Purpose of Guide The purpose of this Guide is to: 1) Orient foundations to preliminary questions they can raise with their current
More informationFuture World Fund Q&A
For Professional Investors and their Financial Advisers Only. Not to be distributed to or intended for use by Retail Clients. Index Fund launch Future World Fund Q&A Investing for the world you want to
More informationConsulting Group Perspectives October Michael Deo, CFA Analyst
Consulting Group Perspectives October 2017 Why ESG Investing Makes Sense Environmental, social and governance strategies allow investors to incorporate their principles into portfolios without sacrificing
More informationResponsible investments. at Nordea Life & Pensions
Responsible investments at Nordea Life & Pensions Nordea Life & Pensions signed the UN Principles for Responsible Investments in 2014 and since then we have been working on implementing the principles
More informationESSSuper Responsible Investment Policy
ESSSuper Responsible Investment Policy June 2017 Responsible Investment Policy 1. ESSSuper mission To help our members who make, or have made, an essential contribution to the community, achieve their
More informationResponsible Investment Policy
Responsible Investment Policy September 2017 1. Purpose BT Funds Management (NZ) Limited (BTNZ) is the investment manager for a range of investment products including the Westpac KiwiSaver Scheme, Westpac
More informationRESPONSIBLE INVESTMENT FOR THE GEF TRUST FUND AS PART OF THE WORLD BANK TRUST FUND POOL
55th GEF Council Meeting December 17-20, 2018 Washington, D.C. GEF/C.55/13 December 4, 2018 RESPONSIBLE INVESTMENT FOR THE GEF TRUST FUND AS PART OF THE WORLD BANK TRUST FUND POOL (Discussion Note prepared
More informationThe asset manager for a changing world
INVESTING FOR A SUSTAINABLE WORLD For professional and institutional investors only 2017 The asset manager for a changing world INVESTING for a sustainable world I 2017 I 2 OUR INVESTMENT PHILOSOPHY The
More informationGlobal Sustainability Leaders Index ETF (ETHI) Horizons
Horizons Global Sustainability Leaders Index ETF (ETHI) In one trade, gain exposure to the top100 global climate change leaders committed to socially responsible investing. Innovation is our capital. Make
More informationResponsible Investment
June 2015 Schroders Responsible Investment Global and International Equities At Schroders, Responsible principles drive our investment decisions and the way we manage funds. From choosing the right assets
More informationResponsible Investing Making sense of investing
Responsible Investing Making sense of investing Working with you since 1831 Making sense of investing Socially Responsible Investing (SRI) allows investors to take a more proactive role in the economy
More informationThe story of responsible investing. Responsible investing
The story of responsible investing Responsible investing The story of responsible investing RI DEFINED Responsible investing... Is a philosophy that incorporates ESG factors Incorporates these factors
More informationfranklintempleton.ca Actively Building Wealth Since 1954
ACTIVELY BUILDING WEALTH SINCE 1954 franklintempleton.ca Actively Building Wealth Since 1954 We Are Committed to One Goal Delivering Exceptional Asset Management Services to You and Your Clients GLOBAL
More informationDIM PRIVATE FUND AND SEGREGATED ACCOUNT
DIM PRIVATE FUND AND SEGREGATED ACCOUNT SUMMARY FIXED INCOME FUNDS DIM Private Fund and Segregated Account Government Bonds 71 DIM Private Corporate Bond Fund 73 Segregated Account U.S. Treasury Bonds
More informationAll In. Examining a 100% Impact Portfolio. Jointly created by members of the Responsible Investment Association
All In Examining a 100% Impact Portfolio Jointly created by members of the Responsible Investment Association What is a 100% impact portfolio? A 100% impact portfolio is an approach to investing that activates
More informationMaximizeYour Impact. MorganStanleyGlobal Impact FundingTrust (GIFT): Impact Pools. CRC (3/2015) Expiration (3/2016)
MaximizeYour Impact MorganStanleyGlobal Impact FundingTrust (GIFT): Impact Pools CRC1126157 (3/2015) Expiration (3/2016) Global Impact Funding Trust (GIFT) Introduction The Morgan Stanley Global Impact
More informationMaking sense of ESG. A guide to Environmental, Social and Governance factors in long-term investment
For Qualified, Sophisticated and Professional Investors only Making sense of ESG A guide to Environmental, Social and Governance factors in long-term investment What is ESG? Underpinning long-term investment
More informationVANGUARD ESG ETFs FOR FINANCIAL ADVISORS ONLY. NOT FOR PUBLIC DISTRIBUTION.
VANGUARD ESG ETFs FOR FINANCIAL ADVISORS ONLY. NOT FOR PUBLIC DISTRIBUTION. Today more and more people are evaluating investments not only based on their financial goals but also based on their personal
More informationTransparency code for SRI funds open to the public
This document has been completed by AXA Investment Managers Paris in accordance with the Transparency code. The French Asset Management Association and the Forum for Responsible Investment assume no responsibility
More informationTransparency Code for SRI funds open to the public
This document has been completed by AXA Investment Managers Paris in accordance with the Transparency Code. The French Asset Management Association and the Forum for Responsible Investment assume no responsibility
More informationSeeking better outcomes.
RI summary report 2018 Seeking better outcomes. For investors, our communities and the planet. Nuveen believes that responsible investing principles can help provide enduring benefits for our clients and
More informationInvestment OVERVIEW: 4 TH QUARTER 2017 DANA EQUITY STRATEGIES.
Investment DANA Advisors OVERVIEW: 4 TH QUARTER 2017 DANA EQUITY STRATEGIES THE WISE CHOICE HERITAGE A strong family culture Since our founding in 1980, Dana has remained independent and Employee-owned.
More informationACTIVELY BUILDING WEALTH SINCE franklintempleton.ca Actively Building Wealth Since 1954
ACTIVELY BUILDING WEALTH SINCE 1954 franklintempleton.ca Actively Building Wealth Since 1954 WE ARE COMMITTED TO ONE GOAL Delivering Exceptional Asset Management Services to You and Your Clients GLOBAL
More informationMaximize Your Impact. Morgan Stanley Global Impact Funding Trust (GIFT): Impact Pools CRC (7/2016) Expiration (7/2017)
Maximize Your Impact Morgan Stanley Global Impact Funding Trust (GIFT): Impact Pools CRC1527771 (7/2016) Expiration (7/2017) Global Impact Funding Trust (GIFT) Introduction Morgan Stanley GIFT is an independent
More informationRESPONSIBLE INVESTING ACTIVELY DESIGNING SOLUTIONS FOR THE FUTURE
RESPONSIBLE INVESTING ACTIVELY DESIGNING SOLUTIONS FOR THE FUTURE OUR APPROACH NOT ALL RESPONSIBLE INVESTMENT SOLUTIONS ARE CREATED EQUAL Different organizations define responsible investing in different
More informationTIAA-CREF Asset Management. Responsible Investing Primer
TIAA-CREF Asset Management Responsible Investing Primer Responsible Investing Primer This document explains responsible investing, its four primary approaches, and potential benefits for investors. Executive
More informationApplying Mission Focus to Your Investment Policy Statement through ENVIRONMENTAL, SOCIAL, AND GOVERNANCE (ESG) INVESTING
Applying Mission Focus to Your Investment Policy Statement through ENVIRONMENTAL, SOCIAL, AND GOVERNANCE (ESG) INVESTING JUNE 2017 APPLYING MISSION FOCUS TO YOUR INVESTMENT POLICY STATEMENT THROUGH ESG
More information2015 CANADIAN RESPONSIBLE INVESTMENT TRENDS REPORT SPONSORS:
2015 CANADIAN RESPONSIBLE INVESTMENT TRENDS REPORT SPONSORS: ABOUT THE RIA This report was authored and published by the Responsible Investment Association (RIA). The RIA is Canada s membership association
More informationResponsible Investment
資料 1-1 Responsible Investment 19 November 2018 1 19 November 2018 Executive Summary MULTIPLE FORCES ON CLIMATE CHANGE AMUNDI PLAYS A PIVOTAL ROLE IN THIS FIELD Unprecedented challenge Multiple forces to
More informationSustainability report 2017 SWEDBANK FÖRSÄKRING AB
Sustainability report 2017 SWEDBANK FÖRSÄKRING AB Table of Content 1. Responsible investment... 3 Sustainable management... 3 Policy... 3 Transparency... 3 Increased awareness... 3 Climate impact... 3
More informationNEI Investments Corporate Social Responsibility Report 2009
NEI Investments Corporate Social Responsibility Report 2009 2 The Global Reporting Initiative The Global Reporting Initiative (GRI) has pioneered the development of the world s most widely-used sustainability
More informationWhy Responsible Investment Is Here to Stay
Why Responsible Investment Is Here to Stay April 2017 We re now over two months into Donald Trump s administration, and investors are wondering how the shifting political backdrop might affect the growth
More informationAnnual report on the integration of environmental, social and corporate governance (ESG) issues
. Annual report on the integration of environmental, social and corporate governance (ESG) issues 2017 As a portfolio manager, Hexavest has the duty to act in the best long-term interest of its clients
More informationDaniel E. Chornous Chief Investment Officer, RBC Global Asset Management
t Membership Guide Testimonials The RIA is a leader in promoting the responsible investment industry in Canada as well as providing invaluable education and research on responsible investing issues. RBC
More informationResponsible Investment: Policies and Principles
Responsible Investment: Policies and Principles At Franklin Templeton Investments (FTI), responsible investment (RI) refers to the integration of environmental, social and governance (ESG) factors into
More informationIntroduction. Rate the Raters Phase 5 The Investor View. Sept 2012 Oct 2012 Nov 2012 Dec 2012 Polling the Experts. The Company Perspective
Introduction Sept 2012 Oct 2012 Nov 2012 Dec 2012 Polling the Experts The Company Perspective The Investor View The Raters Response How sustainability experts view and use corporate sustainability ratings.
More informationFOSSIL FUEL DIVESTMENT: CONSIDERATIONS FOR PRIVATE WEALTH PORTFOLIOS
FOSSIL FUEL DIVESTMENT: CONSIDERATIONS FOR PRIVATE WEALTH PORTFOLIOS NEPC Impact Investing Committee September 2017 INTRODUCTION An increasing number of private clients are contemplating scaling back or
More informationValues-Based Investing
Keeping You Informed Values-Based Investing For some investors, maximizing their financial returns or beating a benchmark is not the only thing that matters. These investors aspire to create portfolios
More informationComparing Exchange Traded Funds to Mutual Funds and Stocks and Bonds
ETFs 101 Comparing Exchange Traded Funds to Mutual Funds and Stocks and Bonds In an era when investment options may appear endless, the growing popularity of Exchange Traded Funds (ETFs) has taken the
More informationLancashire County Pension Fund (LCPF) Responsible Investment Policy
1. Introduction Lancashire County Pension Fund (LCPF) Responsible Investment Policy This policy defines the commitment of Lancashire County Pension Fund (the Fund) to responsible investment (RI). Its purpose
More informationTransparency Code for SRI funds open to the public
This document has been completed by AXA Investment Managers Paris in accordance with the Transparency Code. The French Asset Management Association and the Forum for Responsible Investment assume no responsibility
More informationThe European Investment Bank and BNP Paribas Announce Launch of New Climate Awareness Product
The European Investment Bank and BNP Paribas Announce Launch of New Climate Awareness Product Paris, November 23 rd, 2015 The European Investment Bank (EIB), BNP Paribas and Vigeo are pleased to announce
More informationPRI Reporting Framework Main definitions 2018
PRI Reporting Framework Main definitions 2018 November 2017 reporting@unpri.org +44 (0) 20 3714 3187 Table of Contents Introduction 2 ESG issues 3 Active/ Passive investments 4 ESG incorporation 5 Active
More information+ 50% by In the short term: 50% increase in low carbon investments. + investment
Responsible investment Our investment strategy to address climate change Table of contents Investing in light of a changing climate Summary Four principles A rigorous process A risk and opportunity analysis
More informationAligning Social Objectives with Financial Goals
Aligning Social Objectives with Financial Goals An Introduction to ESG Investing By Baird s Asset Manager Research ESG INCORPORATION STRATEGIES AND TERMS Socially Responsible Investing: A portfolio construction
More informationResponsible investment primer
Responsible investment primer Executive summary Responsible investment primer This document explains responsible investment, its four primary approaches and potential benefits for investors. The many facets
More informationCORPORATE GOVERNANCE & RESPONSIBLE INVESTMENT
2015 ANNUAL REPORT CORPORATE GOVERNANCE & RESPONSIBLE INVESTMENT 2015 Corporate Governance & Responsible Investment Annual Report Contents Message from Daniel E. Chornous, CIO, RBC Global Asset Management...
More informationLPL RESEARCH THOUGHT. October 2018 LEADERSHIP. Sustainable Investing. Strategic Discover y MEMBER FINRA/SIPC
LPL RESEARCH P R I VA T E C L I E N T THOUGHT October 2018 LEADERSHIP Sustainable Investing Strategic Discover y MEMBER FINRA/SIPC CONSIDER THE FOLLOWING An energy company fails to uphold sound health
More informationIMPACT INVESTING MARKET MAP
IMPACT INVESTING MARKET MAP WHITE PAPER DOCUMENT FOR CONSULTATION An investor initiative in partnership with UNEP Finance Initiative and UN Global Compact WHITE PAPER - DOCUMENT FOR CONSULTATION FOREWORD
More informationResponsible Investing A fad or the future? Investment Advisory
Responsible Investing A fad or the future? Investment Advisory February 2018 Introduction and background Introduction G drives E and S Google search trends for ESG terms In his 1962 book, Capitalism and
More informationFuture Wave: The Growth of Green Bonds in Indonesia
Future Wave: The Growth of Green Bonds in Indonesia Indonesia s economy has recorded strong growth over the past few decades. The economic performance has been shaped by government policy, a young and
More informationLYXOR Asset Management Group
2018 LYXOR Asset Management Group REPORTING ON INTEGRATION OF ENVIRONMENTAL, SOCIAL, AND GOVERNANCE (ESG) CRITERIA Article 173 (D 533-16) of the French Law on the Energy Transition for Green Growth Content
More informationMSCI ESG FUND METRICS METHODOLOGY
MSCI ESG FUND METRICS METHODOLOGY MSCI ESG FUND METRICS METHODOLOGY. Executive Summary May 2017 CONTENTS 1 Executive Summary... 3 1.1 MSCI S Approach To Fund Metrics... 3 1.2 MSCI ESG Fund Metrics Features...
More informationAXA WORLD FUNDS SICAV
AXA WORLD FUNDS SICAV A LUXEMBOURG INVESTMENT FUND December 2018 VISA 2018/114764-1979-0-PC L'apposition du visa ne peut en aucun cas servir d'argument de publicité Luxembourg, le 2018-12-10 Commission
More informationFOR PROFESSIONAL CLIENTS ONLY. Environmental, social and governance (ESG) investment policies
FOR PROFESSIONAL CLIENTS ONLY Environmental, social and governance (ESG) investment policies 2016 1. Does your organisation have a policy regarding the integration of environmental, social and corporate
More informationTask Force Report on Sustainable Investment Taxonomy
Task Force Report on Sustainable Investment Taxonomy September 2016 Dear Reader, The idea of sustainable investing has never been more popular, relevant, and important. Total global sustainable investments
More informationInvesting With Impact Platform and Select UMA. Balanced Portfolio Equity Portfolio
Investing With Impact Platform and Select UMA Balanced Portfolio Equity Portfolio Overview Investing With Impact Portfolios Part I What is Investing with Impact? Timeline of Investing with Impact Investing
More informationEnvironmental, Social and Governance Investing
NORTHERN TRUST ASSET MANAGEMENT Environmental, Social and Governance Investing Avantika Saisekar ESG Product Specialist 1 NORTHERN TRUST RESPONSIBLE INVESTING OVERVIEW WHO WE ARE AUM PROFILE $65B INNOVATIVE
More informationCOMMUNITY FOUNDATION OF OTTAWA POLICY
COMMUNITY FOUNDATION OF OTTAWA POLICY POLICY: INVESTMENT The Community Foundation of Ottawa (CFO) is a public foundation established to serve a broad range of charitable purposes primarily within the Ottawa
More informationResponsible Investment Position Statement.
Responsible Investment Position Statement. October 2017 BT Financial Group ( BTFG ) provides wealth management services to Australians across superannuation, insurance, investments and advice. Our mission
More informationStewardship: Fixed income
Stewardship: Fixed income Building value for the longer term Integrating environmental, social and governance (ESG) factors into our fixed income investment process Aberdeen investment philosophy Aberdeen
More informationEnvestnet s Impact Investing Platform The 5 Pillars of Impact
Envestnet s Impact Investing Platform The 5 Pillars of Impact Our impact platform can help advisors support clients who seek both positive social impact and financial returns. What is impact investing?
More informationNUMBER: EFFECTIVE: August TITLE: Investment REVISED: March 9, 2008 February 11, 2016 (Procedures)
CSHP Board and Branch Reference Manual CATEGORY: 3.2 Finance PAGES: 5 NUMBER: 3.2.4 EFFECTIVE: August 2007 TITLE: Investment REVISED: March 9, 2008 February 11, 2016 (Procedures) POLICY This Investment
More informationIMPACT INVESTING: ENTERING THE GOLDEN AGE
IMPACT INVESTING: ENTERING THE GOLDEN AGE Impact investing can deliver meaningful investment returns and powerful social change. Significant developments in the impact investing landscape, including advances
More informationNEXT STEPS FOR CONVERTING INTENDED NATIONALLY DETERMINED CONTRIBUTIONS INTO ACTION
POLICY REPORT: NEXT STEPS FOR CONVERTING INTENDED NATIONALLY DETERMINED CONTRIBUTIONS INTO ACTION WRITTEN BY: Hannah Pitt, Paolo Cozzi and Laurence Blandford CONTRIBUTIONS FROM: Leila Surratt MARCH 2016
More informationSustainable Finance. Andrew Park Sustainability Group Bloomberg LP New York City, USA
Sustainable Finance Andrew Park Sustainability Group Bloomberg LP New York City, USA CONTEXT Growing awareness of global sustainability challenges Rank 2014 Global Risks of Highest Concern 1 Fiscal crisis
More informationPooled Fund Annualized Returns
Pooled Fund Annualized Returns PERIODS ENDING MARCH 31, 2017 All returns expressed as a percentage in Canadian Dollars SHORT TERM 25 20 15 10 5 4 3 2 1 YEARS YEARS YEARS YEARS YEARS YEARS YEARS YEARS YEAR
More informationAdopted May 12, Statement of Investment Objectives And Principles
Statement of Investment Objectives And Principles Approved by City Council May 12, 2010 1 Statement of Investment Objectives and Principles SECTION 1: MANDATE 1.1 The Toronto Atmospheric Fund ( TAF ) is
More informationThe Current State of Responsible Investments in Sweden
The Current State of Responsible Investments in Sweden Swesif 2015 Study Swesif Content Executive Summary... 3 The 2015 Swesif Survey... 4 1. Components of the Responsible Investment policy... 5 2. The
More informationResponsible & Sustainable Investment Statement
Responsible & Sustainable Investment Statement Nanuk Asset Management February 2018 Overview Nanuk is committed to investing sustainably and managing responsibly. Nanuk s commitment is inherent in the
More informationBetter Outcomes, Less Risk. ESG & Retirement Plans The Case for Greater Compatibility
Better Outcomes, Less Risk ESG & Retirement Plans The Case for Greater Compatibility EXECUTIVE SUMMARY Environmental, social and governance ( ESG ) investing is growing in its understanding, acceptance
More informationImage: The Caribbean Sea and Curacao RESPONSIBLE INVESTING ACTIVELY DESIGNING SOLUTIONS FOR THE FUTURE
Image: The Caribbean Sea and Curacao RESPONSIBLE INVESTING ACTIVELY DESIGNING SOLUTIONS FOR THE FUTURE OUR APPROACH NOT ALL RESPONSIBLE INVESTMENT SOLUTIONS ARE CREATED EQUAL Different organisations define
More informationOur approach to investments on stock and bond markets
TlB Our approach to investments on stock and bond markets Introduction Triodos Bank is one of the world s leading sustainable banks. Its mission is to make money work for positive change. In addition to
More informationALIGNING INVESTMENT CHOICES WITH YOUR PERSONAL VALUES. Sustainable Investing with Asset Management Services
ALIGNING INVESTMENT CHOICES WITH YOUR PERSONAL VALUES Sustainable Investing with Asset Management Services Investing for your future and the world you want to see Decades ago, exclusionary screening emerged
More informationResponsible Investment Policy
Avon Pension Fund Responsible Investment Policy November 2016 Avon Pension Fund Responsible Investment Policy Introduction and Purpose The Avon Pension Fund ( Fund ) is a long-term investor. Our aim is
More informationGovernment of Saskatchewan Saskatchewan Teachers Superannuation Commission
Government of Saskatchewan Saskatchewan Teachers Superannuation Commission INVESTMENT POLICY AND OBJECTIVE STATEMENT (IP&OS) Version 1.6 July 2012 TABLE OF CONTENTS Section 1. Purpose and Mission Statement...
More informationCity of Toronto: Issuer Presentation RBC Green Bond Conference, April 10
City of Toronto: Issuer Presentation 2018 RBC Green Bond Conference, April 10 Presentation Highlights 1. City of Toronto Economic Profile 2. Fiscal Overview 3. Regulatory Environment 4. Additional Credit
More informationGreen Muni Bonds: Responsible investing in a centuries-old asset class. July 2017 ARTICLE HIGHLIGHTS
July 2017 Green Muni Bonds: Responsible investing in a centuries-old asset class Stephen M. Liberatore, CFA Lead Portfolio Manager Responsible Investment Fixed Income Strategies TIAA Investments Joel H.
More informationBudget 2017 A Time for Caution
Budget 2017 A Time for Caution Skills, Innovation and Wait-and-see The government s first budget centered on campaign promises: the middle class, growth, climate change. But, a lot of the critical details
More informationGovernment of Saskatchewan Saskatchewan Teachers Superannuation Commission
Government of Saskatchewan Saskatchewan Teachers Superannuation Commission INVESTMENT POLICY AND OBJECTIVE STATEMENT (IP&OS) Version 2.0 July 2017 TABLE OF CONTENTS SECTION 1. PURPOSE AND MISSION STATEMENT...
More informationAwakening the green giant
PERSPECTIVE MAY 2017 Awakening the green giant Climate change poses one of the biggest challenges of the 21st century. Still, fixed income markets lag in their response; the green bond market remains modest,
More informationIMPACT INVESTING. Is It Right for Your Clients? Investing for Good SM. A Presentation for Financial Advisors
IMPACT INVESTING Is It Right for Your Clients? A Presentation for Financial Advisors Investing for Good SM All investments have social and environmental impacts that can be positive or negative. At Domini
More informationInvesting with Impact. Creating Economic, Social and Environmental Value
Investing with Impact Creating Economic, Social and Environmental Value Delivering Personalized Value The Investing with Impact Platform focuses on flexibility and engagement, allowing both targeted allocation
More informationInvestors Ask For More Information (Why) Should Companies Be Bothered?
Investors Ask For More Information (Why) Should Companies Be Bothered? Alvar Roosimaa Limestone Investment Management Investor Relations Seminar Macedonian Stock Exchange and PFS Program September 24,
More informationSustainability Hub: Reporting and SDG Impact Measurement. What do investors use SDG information for?
Sustainability Hub: Reporting and SDG Impact Measurement What do investors use SDG information for? Matthew Smith Storebrand Asset Management 25.04.2018 About Storebrand Market leader in the Nordics 30
More informationSustainable investment
ING Investment Office Publication date: 10 October 2018 10:30 a.m. Sustainable investment Assessment of the sustainability of investment funds To quickly provide insight into the sustainability of an investment,
More informationPlanRight. Advisors focused on your employees financial health THE MANUFACTURERS LIFE INSURANCE COMPANY
PlanRight Advisors focused on your employees financial health THE MANUFACTURERS LIFE INSURANCE COMPANY When it comes to saving and investing for the future, Canadians are looking for help. Research from
More informationTHE LA RETIREMENT FUND (The Fund) INVESTMENT POLICY STATEMENT SUMMARY
THE LA RETIREMENT FUND (The Fund) INVESTMENT POLICY STATEMENT SUMMARY Last updated April 2017 1. INTRODUCTION This Investment Policy Statement ( IPS ) is a formal statement of the main principles underlying
More informationPooled Fund Annualized Returns Periods Ending March 31, 2018
Pooled Fund Annualized Returns Periods Ending March 31, 2018 SHORT TERM 25 20 15 10 5 1 YEARS YEARS YEARS YEARS YEARS YEAR Short Term Fund 1 2.9 2.4 1.7 0.9 0.8 0.8 FTSE TMX Canada 30 Day Treasury Bill
More informationSocially Responsible Personal Strategy GO TO TO LEARN MORE ABOUT OUR FREE FINANCIAL TOOLS
Socially Responsible Personal Strategy GO TO WWW.PERSONALCAPITAL.COM TO LEARN MORE ABOUT OUR FREE FINANCIAL TOOLS What is socially responsible investing? This is a very broad and somewhat subjective concept.
More informationPRI REPORTING FRAMEWORK 2018 Direct Listed Equity Incorporation
PRI REPORTING FRAMEWORK 2018 Direct Listed Equity Incorporation November 2017 reporting@unpri.org +44 (0) 20 3714 3187 Understanding this document In addition to the detailed indicator text and selection
More informationSUSTAINABLE COMPANIES FOR A BETTER PORTFOLIO
SUSTAINABLE COMPANIES FOR A BETTER PORTFOLIO USING QUALITY AND ESG TO ENHANCE RETURNS By integrating environmental, social and governance (ESG) factors into their portfolios, investors are increasingly
More informationNGS SUPER RESPONSIBLE INVESTMENT POLICY
Your fund. Your wealth. Your future. NGS SUPER RESPONSIBLE INVESTMENT POLICY Managing long term risks in order to maximise prospective long term returns EXTRACT FROM RESPONSIBLE INVESTMENT POLICY DOCUMENT
More informationThe Morningstar Sustainable Investing Handbook
The Morningstar Sustainable Investing Handbook Dear Investor, I founded Morningstar in 1984 because I wanted to make high-quality investment information available to everyday investors to help inform their
More informationPerformance Perspectives on ESG Investment Strategies
Performance Perspectives on ESG Investment Strategies Laurie Hesketh, CIPM, PMP (Director, Meradia Group) Since 1997, Meradia is a specialized consulting firm focused on transformational change initiatives
More informationResponsible Investment 6 April 2016 to 5 April 2017
Co-operative Pension Scheme (Pace) Responsible Investment 6 April 2016 to 5 April 2017 The Pace Trustee is pleased to publish its annual report on responsible investment for the year to 5 April 2017. This
More informationFRIENDS FIDUCIARY CORPORATION Investment Guidelines. Table of Contents
INVESTMENT GUIDELINES March 2018 FRIENDS FIDUCIARY CORPORATION Investment Guidelines Table of Contents Socially Responsible Investing... 1 Purposeful Investments and Actions... 2 Investment Objectives
More informationResponsible investment
Our assignment to manage customers savings entails a great opportunity to contribute to sustainable development. For Handelsbanken, the objectives are self-evident: We want to generate a healthy return
More information