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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. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類、対象を示してください。

当てはまるものをすべて選択してください。
ポリシーの構成要素/種類
AUMの対象範囲

01.4. 組織の責任投資アプローチをカバーする投資ポリシーの策定時に使用した基準を明示してください。

01.6. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。 [任意]

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. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

URL/添付ファイル

02.4. 補足情報。 [任意]


SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

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. 補足情報。 [任意]


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


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