On a day-to-day basis, the implementation of our Sustainable Investment Policy rests with our in-house research team. There are two analysts assigned to each global sector with coverage split between international & North America. The analysts for each sector meet regularly to discuss industry trends and are expected to integrate material ESG risk and opportunities into their investment analysis.
The firm's Investment Strategy Committee (ISC) is a central investment oversight body whose main objective is to ensure continuity in the adherence to the firm’s fundamental, low risk investment philosophy and disciplined investment process. The ISC is responsible for setting investment strategy, reviewing industry and company research, approving new companies for inclusion or exit of existing companies from the approved list, reviewing proxy voting and overseeing corporate engagements. The ISC is the final level of oversight to ensure that proper due diligence was performed and that the investment thesis is sound, which includes material ESG factors that should be considered.
The ISC is comprised of senior investment professionals in the firm with representation from various asset classes, sector coverage and diverse backgrounds and experience. It includes the portfolio managers for Canadian equity, U.S. equity, international equity, global equity and fixed income.
Consistent with our heritage as fiduciaries and professionals in investment research and portfolio management, we are committed as a firm to advancing our responsible investment initiatives that are in the best interest of our clients.