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Connor, Clark & Lunn Private Capital Ltd.

PRI reporting framework 2019

You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Adopt and promote the Principles of the UN PRI.

We advocate and encourage investment managers/affiliates to become UN PRI Signatories.  We also advocate and encourage investment managers/affiliates to adhere to the Principles.  We have been quite successful.

Portfolio Manager completed courses administered by the PRI Academy (Fundamentals and Essentials).

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Participate in CFA Institute member surveys.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We promote and introduce clients to SHARE's engagement services.

          Responsible Investment Association of Canada
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

CC&L Private Capital is an Associate Member.

We send delegates to the annual conferences (June 2018 in Toronto, Ontario).

Host bi-monthly Vancouver RI Working Group meetings that brings together local professionals to share best practices in the area of RI.

          Canadian Coalition for Good Governance
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]


SG 09.2. Assets managed by PRI signatories (Private)


SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description

          Support Portfolio Manager in completion of PRI Academy courses.
        

Frequency of contribution

Description

          Co-host Vancouver RI Working Group: a bi-monthly meeting amongst local investment professionals to share best practices in RI.
        

Frequency of contribution

Description

          Encourage investment managers/affiliates to become UN PRI Signatories
        

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]

Attend annual RIA Canada Conference.

Support for PRI Academy courses.

Co-host Vancouver RI Working Group meetings.

 


SG 11. Dialogue with public policy makers or standard setters (Private)


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