Responsible Investment Research & Reports

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Climate Change / Carbon / Energy

♦ The Price of Climate Change: Global Warming’s Impact on Portfolios. BlackRock (2015)
Banking on 2°: The Hidden Risks of Climate Change for Canadian banks. SHARE (2015)
♦ Fiduciary Duty in the 21st Century. Principles for Responsible Investment (2015)
♦ The cost of inaction. The Economist (2015)
♦ Carbon Asset Risk: A Review of Progress and Opportunities. Ceres (2015)
Unburnable Carbon and Stranded Assets: What Investors Need to Know. Pembina Institute (2015)
Acting on Climate Change: Solutions from Canadian Scholars. Trottier Insititute for Science and Public Policy (2015)
Beyond Divestment: Using Low Carbon Indexes. MSCI (2015)
Investing in a Time of Climate Change. Mercer (2015)
Tracking the Energy RevolutionClean Energy Canada (2015)
Fossil Fuels: Exploring the Stranded Assets Debate. Towers Watson (2014)
Unburnable Carbon: Are the World’s Financial Markets Carrying a Carbon Bubble?. Carbon Tracker (2011) 

Corporate Governance

Key Proxy Vote Survey. SHARE, Columbia Institute & Fonds de solidarité FTQ (2015)
 Are Canadian Corporations Spending to Influence the US Political Process?. SHARE (2014)

Food / Agriculture / Water
Impact Investing 

All In: Examining a 100% Impact Portfolio. RIA Impact Working Group (2018)
Canadian Impact Investment Trends ReportRIA(2016)
State of the Nation: Impact Investing in CanadaMaRS & Purpose Capital (2014)

Institutional / ESG Integration / Stewardship

♦ A practical guide to ESG integration for equity investingPRI (2016)
Environmental, Social and Governance Issues in Investing: A Guide for Investment Professionals. CFA Institute (2015)
To Integrate or to Exclude: Approaches to Sustainable Investing. UBS (2015)
Focusing Capital on the Long Term: Long Term Portfolio GuideCPPIB and McKinsey & Company (2015)
Universal Ownership: Why Environmental Externalities Matter to Institutional Investors. UNEP FI & PRI (2011)
 ESG Toolkit for Fund Managers. CDC Group (2010) 

RI and Performance / Materiality  

Sustainable Reality: The Performance of Sustainable Investment Strategies. Morgan Stanley Institute for Sustainable Investing (2015)
♦ Canadian RI Mutual Funds Risk / Return Characteristics. Carleton Centre for Community Innovation (2015)
Corporate Sustainability: First Evidence on Materiality. Harvard Business School (2015)
Sustainable Investing: Establishing Long Term Value and Performance. Duetsche Bank Group (2012)

RI Industry Trends

Millenials, Women, and the Future of Responsible InvestingRIA (2016)
♦ 2015 Canadian Responsible Investment Trends ReportRIA (2015)
♦ 2014 Asia Sustainable Investment Review. ASrIA (2014)
♦ 2014 Global Sustainable Investment Review. GSIA (2014)

Social Issues / Gender / Diversity

Transforming Canada’s Boardrooms: Gender Diversity on the Move. Vancity (2015) 
Survey of Women on Boards. MSCI (2014)
The Business Case for Women on Boards. Conference Board of Canada (2014)

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