Responsible Investment Basics:
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- Erika Rice
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1 Responsible Investment Basics: Issues, Trends, and Opportunities
2 About the RIA Canada s membership association for responsible investment. Purpose:! Support the responsible investment activities of its members.! Promote and support an integrated reporting framework in which there is standardized disclosure of material ESG information.! Promote the integration of ESG factors into investment analysis and decision-making processes.! Promote the practice of responsible investing in Canada.
3 Speakers Patti Dolan Financial Advisor, Dolan Wealth Management, Raymond James Petra Remy Investment Advisor, Taylor Remy Investment Group, CIBC Wood Gundy Dustyn Lanz Director, Research & Communications, Responsible Investment Association
4 Agenda 1. What is responsible investing (RI)? 2. Environmental, social, and governance (ESG) issues 3. Summary of RI market trends 4. RI and performance 5. RI Training and Certification
5 1. What is Responsible Investing?
6 What is Responsible Investing?
7 RI Has Evolved
8 Global Initiatives Growing consensus that accurate valuations and proper risk management require disclosure and consideration of ESG issues.
9 Principles for Responsible Investment
10 RI Strategies 1. Negative or positive screening 2. ESG integration 3. Engagement / shareholder action 4. Impact investing 5. Sustainability themed investing
11 2. Environment Social Governance (ESG)Issues
12 Climate Change
13 Water Scarcity Photo: Oil sands mine along the Athabasca River near Fort McMurray, AB. Credit: Jeff McIntosh / THE CANADIAN PRESS
14 Supply Chain Rana Plaza Factory, Savar, Bangladesh. April 24, 2013
15 Board Diversity
16 Aboriginal and Community Relations Photo: Cenovus.com Free, prior and informed consent (FPIC)
17 Say on Pay
18 3. RI Market Trends
19 RI Market Growth
20 RI Market Growth
21 RI Market Growth What explains this growth? 1. Growth of RI pension funds Grew by $289 billion in 2 years Now at $821 billion, 81% of Canadian RI AUM 2. New entrants 41 investment mgmt firms with RI AUM, up from 24 at 12/31/ investment mgr PRI Signatories, up from 12 at 12/31/ Qualitative factors & market shifts Personal values Greater awareness of ESG risks Generational transfer of wealth to millennials
22 Retail assets now over $60 billion! The pie chart shows the breakdown of retail assets, in millions CAD. Retail RI
23 Retail RI Mutual Funds
24 RI Strategies Note: many investors/asset managers use multiple RI strategies, so these numbers sum to a total that is greater than the RI industry total of $1.01 trillion."""
25 4. RI and Performance
26 Jantzi Social Index
27 KLD Social Index
28 Canadian RI Funds Canadian&RI&funds&vs&industry&averages.&To&Dec.&31 st,&2014.&data&courtesy&of&fundata.&&
29 Canadian RI Funds Canadian&RI&funds&vs&industry&averages.&To&Dec.&31 st,&2014.&data&courtesy&of&fundata.&& &
30 Investor Interest In 2014, an NEI survey found that 92% of Canadians say it is important to choose investments that align with their values. Implication for advisors: (1) this broad interest will continue to drive growth in demand for RI products (2) consider values in all activities 52% of Canadians are not familiar with RI. Implication for advisors: (1) significant upside in the category (2) Investors need to be educated 7/10 Canadians rely on their financial advisor for info about RI. Implication for advisors: (1) You are the key! (2) Talk to your clients about RI
31 5. RI Training and Certification
32 ! 3 courses: RI Fundamentals, RI Essentials, RI Enhanced Financial Analysis! Entirely web-based.! Specialist content by global ESG experts! Discounts for RIA Members! CE credits
33 RI Certification The RIA offers 2 Certifications: RI Professional Certification (RIPC) RI Advisor Certification (RIAC) Both of these designations are listed on the IIROC glossary of professional designations
34 Learn More RIA Website Thank you!
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