{"id":64972,"date":"2022-06-06T08:59:28","date_gmt":"2022-06-06T12:59:28","guid":{"rendered":"https:\/\/www.riacanada.ca\/?page_id=64972"},"modified":"2022-06-09T13:53:30","modified_gmt":"2022-06-09T17:53:30","slug":"integration-winner-2022","status":"publish","type":"page","link":"https:\/\/www.riacanada.ca\/wordpress\/integration-winner-2022\/","title":{"rendered":"Integration Winner (2022)"},"content":{"rendered":"\n<div class=\"wp-block-image\"><figure class=\"aligncenter is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.riacanada.ca\/wordpress\/content\/uploads\/2020\/12\/RGPInvestments_pms7691-1000x500.png\" alt=\"\" class=\"wp-image-49759\" width=\"305\" height=\"150\"\/><\/figure><\/div>\n\n\n\n<p style=\"text-align:center\"><strong>RGP Investments<\/strong><\/p>\n\n\n\n<p style=\"text-align:center\"><strong><em>Project<\/em>: RI Advisor Toolkit Launch<\/strong><\/p>\n\n\n\n<p style=\"text-align:left\">RGP Investments focuses on helping advisors to maximize the value they deliver to their clients. As the RGP Investments team built their vision for their RI Advisor Toolkit launch in 2021, they took a multi-faceted approach not only with their products, but unique tools to support RI client conversations across Canada.<\/p>\n\n\n\n<p style=\"text-align:left\"><strong>Launch of the Greenwise Portfolios<\/strong><br><\/p>\n\n\n\n<ul><li style=\"text-align:left\">Canada\u2019s fully-independent ESG\/Impact Portfolio Fund<br><\/li><li style=\"text-align:left\"> Impact Report<\/li><li style=\"text-align:left\"> 267 advisors with first trade<\/li><li style=\"text-align:left\"> $108M in sales for GW<\/li><\/ul>\n\n\n\n<p style=\"text-align:left\"><strong>Launch of the ESG Head-To-Head tool<\/strong><br><\/p>\n\n\n\n<ul><li style=\"text-align:left\">One-of-a-kind tool that helps advisors compare key financial and ESG\/sustainable factors between two investments<\/li><li style=\"text-align:left\">328 reports generated totalling $32.4M analyzed<\/li><\/ul>\n\n\n\n<p style=\"text-align:left\"><strong>Launch of the Greenwise website\u00a0<\/strong><br><\/p>\n\n\n\n<ul><li style=\"text-align:left\">www.greenwiseportfolios.com<\/li><li style=\"text-align:left\">Includes resources to help advisors implement RI into their book<\/li><\/ul>\n\n\n\n<p style=\"text-align:left\"><strong>The Responsible Investor&#8217;s Guide\u00a0Video series<\/strong><br><\/p>\n\n\n\n<ul><li style=\"text-align:left\">What is Responsible Investing<\/li><li style=\"text-align:left\">Why Greenwise Portfolios<\/li><li style=\"text-align:left\">Why is RGP Planting Trees? (Plant-A-Tree program)<\/li><\/ul>\n\n\n\n<p style=\"text-align:left\"><strong>Plant-A-Tree Program<\/strong><br><\/p>\n\n\n\n<ul><li style=\"text-align:left\">Partnership with One Tree Planted<\/li><li style=\"text-align:left\">RGP donates over 1% of profits from Greenwise portfolios to One Tree Planted<\/li><li style=\"text-align:left\">RGP Investments have planted over 14,000 trees in: Amazon Rainforest, Haiti, Indonesia and in British Columbia.<\/li><\/ul>\n\n\n\n<p style=\"text-align:left\"><strong>Webinar series<\/strong><br><\/p>\n\n\n\n<ul><li style=\"text-align:left\">Responsible Investment webinar<\/li><li style=\"text-align:left\">Over 450 advisors in Canada in attendance<\/li><\/ul>\n\n\n\n<p style=\"text-align:left\"><strong>Partnership with GiR to vote RGP Investments\u2019 Funds proxies in accordance with RGP Investments proxy voting policy and RGP Investments values.<\/strong><br><\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<p style=\"text-align:left\"><strong><em>Finalist<\/em>: Manulife Investment Management<\/strong><br><strong><em>Project<\/em>: The Integration Progression Level Ratings of Manulife Investment Management<\/strong><br><\/p>\n\n\n\n<p style=\"text-align:left\">The winner and finalist scorecards can be found <a href=\"https:\/\/www.riacanada.ca\/wordpress\/content\/uploads\/2022\/06\/2022-Awards-Winner-Finalist-Scorecard-PUBLIC.xlsx-Integration.pdf\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"here (opens in a new tab)\">here<\/a>.<\/p>\n\n\n\n<p style=\"text-align:left\">Learn more about the <a href=\"https:\/\/www.riacanada.ca\/wordpress\/news\/2022-ria-leadership-award-winners-finalists\">2022 RIA Leadership Awards<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>RGP Investments Project: RI Advisor Toolkit Launch RGP Investments focuses on helping advisors to maximize the value they deliver to their clients. As the RGP Investments team built their vision for their RI Advisor Toolkit launch in 2021, they took a multi-faceted approach not only with their products, but unique tools to support RI client [&hellip;]<\/p>\n","protected":false},"author":7472,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Integration Winner (2022) - Responsible Investment Association<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.riacanada.ca\/wordpress\/integration-winner-2022\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Integration Winner (2022) - Responsible Investment Association\" \/>\n<meta property=\"og:description\" content=\"RGP Investments Project: RI Advisor Toolkit Launch RGP Investments focuses on helping advisors to maximize the value they deliver to their clients. As the RGP Investments team built their vision for their RI Advisor Toolkit launch in 2021, they took a multi-faceted approach not only with their products, but unique tools to support RI client [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.riacanada.ca\/wordpress\/integration-winner-2022\/\" \/>\n<meta property=\"og:site_name\" content=\"Responsible Investment Association\" \/>\n<meta property=\"article:modified_time\" content=\"2022-06-09T17:53:30+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.riacanada.ca\/wordpress\/content\/uploads\/2020\/12\/RGPInvestments_pms7691-1000x500.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.riacanada.ca\/wordpress\/integration-winner-2022\/\",\"url\":\"https:\/\/www.riacanada.ca\/wordpress\/integration-winner-2022\/\",\"name\":\"Integration Winner (2022) - Responsible Investment Association\",\"isPartOf\":{\"@id\":\"https:\/\/www.riacanada.ca\/wordpress\/#website\"},\"datePublished\":\"2022-06-06T12:59:28+00:00\",\"dateModified\":\"2022-06-09T17:53:30+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.riacanada.ca\/wordpress\/integration-winner-2022\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.riacanada.ca\/wordpress\/integration-winner-2022\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.riacanada.ca\/wordpress\/integration-winner-2022\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.riacanada.ca\/wordpress\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Integration Winner (2022)\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.riacanada.ca\/wordpress\/#website\",\"url\":\"https:\/\/www.riacanada.ca\/wordpress\/\",\"name\":\"Responsible Investment Association\",\"description\":\"Canada&#039;s membership network for responsible investment\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.riacanada.ca\/wordpress\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Integration Winner (2022) - Responsible Investment Association","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.riacanada.ca\/wordpress\/integration-winner-2022\/","og_locale":"en_US","og_type":"article","og_title":"Integration Winner (2022) - Responsible Investment Association","og_description":"RGP Investments Project: RI Advisor Toolkit Launch RGP Investments focuses on helping advisors to maximize the value they deliver to their clients. As the RGP Investments team built their vision for their RI Advisor Toolkit launch in 2021, they took a multi-faceted approach not only with their products, but unique tools to support RI client [&hellip;]","og_url":"https:\/\/www.riacanada.ca\/wordpress\/integration-winner-2022\/","og_site_name":"Responsible Investment Association","article_modified_time":"2022-06-09T17:53:30+00:00","og_image":[{"url":"https:\/\/www.riacanada.ca\/wordpress\/content\/uploads\/2020\/12\/RGPInvestments_pms7691-1000x500.png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.riacanada.ca\/wordpress\/integration-winner-2022\/","url":"https:\/\/www.riacanada.ca\/wordpress\/integration-winner-2022\/","name":"Integration Winner (2022) - Responsible Investment Association","isPartOf":{"@id":"https:\/\/www.riacanada.ca\/wordpress\/#website"},"datePublished":"2022-06-06T12:59:28+00:00","dateModified":"2022-06-09T17:53:30+00:00","breadcrumb":{"@id":"https:\/\/www.riacanada.ca\/wordpress\/integration-winner-2022\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.riacanada.ca\/wordpress\/integration-winner-2022\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.riacanada.ca\/wordpress\/integration-winner-2022\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.riacanada.ca\/wordpress\/"},{"@type":"ListItem","position":2,"name":"Integration Winner (2022)"}]},{"@type":"WebSite","@id":"https:\/\/www.riacanada.ca\/wordpress\/#website","url":"https:\/\/www.riacanada.ca\/wordpress\/","name":"Responsible Investment Association","description":"Canada&#039;s membership network for responsible investment","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.riacanada.ca\/wordpress\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/www.riacanada.ca\/wordpress\/wp-json\/wp\/v2\/pages\/64972"}],"collection":[{"href":"https:\/\/www.riacanada.ca\/wordpress\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.riacanada.ca\/wordpress\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.riacanada.ca\/wordpress\/wp-json\/wp\/v2\/users\/7472"}],"replies":[{"embeddable":true,"href":"https:\/\/www.riacanada.ca\/wordpress\/wp-json\/wp\/v2\/comments?post=64972"}],"version-history":[{"count":14,"href":"https:\/\/www.riacanada.ca\/wordpress\/wp-json\/wp\/v2\/pages\/64972\/revisions"}],"predecessor-version":[{"id":65436,"href":"https:\/\/www.riacanada.ca\/wordpress\/wp-json\/wp\/v2\/pages\/64972\/revisions\/65436"}],"wp:attachment":[{"href":"https:\/\/www.riacanada.ca\/wordpress\/wp-json\/wp\/v2\/media?parent=64972"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}