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Ontario Teachers' Pension Plan (OTPP)

PRI reporting framework 2017

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.4. Indicate what norms you have used to develop your investment policy that covers your responsible investment approach.

01.6. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

Please see our 2016 Responsible Investing Report on Ontario Teachers' website here: https://www.otpp.com/investments/responsible-investing and also the booklet on our responsible investing principles downloadable from the same site.

We take this approach because it helps us to achieve the best risk-return trade-off for our members. Therefore, at Ontario Teachers':

  • We objectively consider and evaluate environmental, social and governance ("ESG") risks alongside other risk factors in our investment decision-making and asset management processes because we believe they can materially impact the value of our investments.
  • We are active owners and take a responsible approach in our asset management practices. We believe that good governance is fundamental to effective responsible investing.
  • We continue to expand our knowledge, deepn our understanding, and evolve our practices by continually assessing current and emerging ESG risks. We share experience across the Plan by fostering a culture of thought leadership and collaboration.
  • We seek clear and relevant disclosure of information that may assest us in making investment decisions.
  • We collaborate with like-minded investors to more effectively execute Responsible Investing.

SG 02. Publicly available RI policy or guidance documents

New selection options have been added to this indicator. Please review your prefilled responses carefully.

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

02.4. Additional information [Optional].


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

Trade Authorization and Execution Operation policy ensures trading relaitonships with counterparties are controlled and executed in a professional and efficient manner

Insider Trading policy protects against third party liability and reputation risk.  Included in this policy is our treatment of material non-public information

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Not Completed)


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