This week we are pleased to share our fourth Annual Responsible Investing (RI) Update.

Responsible investors may have varying objectives. In our view, ESG-related risks are business risks. Understanding exposures to material ESG factors and how they relate to corporate strategy are fundamental considerations over the long term. Our fully integrated approach to RI complements our bottom-up analysis and contributes to more informed decision-making.

We continue to build on our efforts, with the key objective of supporting strong risk-adjusted returns for clients.

Highlights from the past year include:

• Continued utilization of our proprietary ESG scorecard, with ongoing evaluations providing further context on companies’ positioning and progress;
• Maintaining our fully independent proxy voting efforts;
• Strengthening relationships and promoting continuous improvement through ongoing company engagements;
• Completing our third iteration of reporting under the Principles for Responsible Investment (PRI) framework; and
• Renewed membership in the Canadian Coalition for Good Governance (CCGG).

For more information about our RI activities in 2024, access the full report here.