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Canadian Impact Investment Trends Report2016 Canadian Impact Investment Trends Report

The 2016 Canadian Impact Investment Trends Report reveals tremendous growth in Canada’s impact investment industry. The survey, which represents data as at December 31, 2015, was conducted between April and August 2016. Eighty-seven organizations responded to this year’s survey.

The RIA uses the Global Impact Investing Network’s definition of impact investment: “Impact investments are investments made into companies, organizations, and funds with the intention to generate a measurable, beneficial social and environmental impact along with a financial return.”
RI_Trends_Report2015_EN-12015 RIA Guide to Responsible Investment

Introducing the 2016 RIA Guide to Responsible Investment. The Guide is a valuable resource for investors, advisors, consultants and others who are interested in responsible investment products and services. The Guide includes:

♦ The latest research, news, and updates about responsible investment (RI) in Canada;
♦ Editorial content from Canadian RI industry experts and thought leaders;
♦ A directory of RI funds available in Canada;
♦ A directory of companies providing RI products and services in Canada.
RI_Trends_Report2015_EN-1Millennials, Women, and the Future of Responsible Investing

This report examines the perspectives of two increasingly important demographics for Canada’s investment industry: Millennials and women. Specifically, the report surveys their perspectives on responsible investment (RI), defined as investments that incorporate environmental, social, and corporate governance (ESG) criteria.

Survey data collected by Ipsos Reid shows that Millennials – the generation between 18 and 34 years old – are significantly more likely than previous generations to show interest in responsible investments. Since Millennials are now the largest demographic in North America’s workforce, and are set to inherit more than $30 trillion in the next few decades, responsible investment advisors and RI fund companies are positioned reap the rewards by engaging this emerging generation of investors.

Our data shows that women investors are about equally as likely as men to factor ESG criteria into their investment decisions. However, women are much more likely than men to express uncertainty about responsible investing. Their responses indicate that women could be more open to responsible investing if they had more information to make their decisions. This points to an opportunity for responsible investment advisors and RI fund companies to target more education and awareness efforts to women investors.
RIA_mag_v8-1 2015 RIA Guide to Responsible Investment

Welcome to the first annual RIA Guide to Responsible Investment. The Guide is a valuable resource for investment advisors and investors who are interested in responsible investment products and services. The Guide includes:

♦ The latest research, news, and updates about responsible investment (RI) in Canada;
♦ Editorial content from Canadian RI industry experts and thought leaders;
♦ A directory of RI funds available in Canada;
♦ A directory of companies providing RI products and services in Canada.


RI_Trends_Report2015_EN-12015 Canadian RI Trends Report

The 2015 Canadian Responsible Investment Trends Report reveals that Canada’s responsible investment (RI) market is experiencing rapid growth. RI refers to the integration of environmental, social, and corporate governance (ESG) criteria into the selection and management of investments.

According to survey data, as of December 31, 2013, assets in Canada being managed using one or more RI strategies increased from $600 billion to more than $1 trillion in just two years. This robust growth represents a 68% increase in RI assets under management.


RIA-Proxy-Voting-Survey-20131-1Canadian Mutual Fund Proxy Voting Survey

The RIA study investigated voting patterns of 25 fund families representing a cross-section of Canada’s mutual fund industry. Three of the fund groups in the study are historically Responsible Investment fund complexes, while the rest cover a broad spectrum of Canadian mutual fund groupings. The survey covers the 2013 proxy season.

The study reviewed proxy ballots on 2,840 resolutions brought forward at S&P/TSX Composite annual shareholder meetings, largely comprised of management resolutions related to director elections, executive compensation (‘say on pay’) and share-based incentive plans, as well as 66 shareholder-sponsored resolutions. The survey also examined ballots related to ‘say on pay’ resolutions at US Russell 3000 company shareholder meetings.


The-Climate-has-Changed-v2-1The Climate has Changed

Stranded assets refers to a scenario in which the value of fossil fuel reserves falls due to rising operational costs associated with carbon prices. Fossil fuel assets could become ‘stranded’ as production becomes unprofitable This report provides an overview of Fossil Fuel Free (FFF) investment options, while focusing specifically on the Canadian market. The report categorizes investment options according to their level of involvement with the fossil fuels industry. It provides a brief summary of portfolio investment options available to Canadians. The report also uses qualitative and quantitative data to assess the viability of implementing a FFF investment strategy. In addition, the report observes future opportunities for developing such a strategy and outlines potential paths to follow. Furthermore, it identifies areas for further research, and provides a chart that lays out the investment options that are available to Canadians.

 



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