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University of Ottawa

PRI reporting framework 2019

You are in Organisational Overview » Asset class implementation gateway indicators

Asset class implementation gateway indicators

OO 10. Active ownership practices for listed assets

10.1. Select the active ownership activities your organisation implemented in the reporting year.

Listed equity – engagement

10.2. Indicate why you do not engage and do not require external managers to engage.

We encourage our existing external investment managers to incorporate ESG criteria and analysis in their investment process, including engaging with portfolio companies. However, we do not make engagement with portfolio companies a requirement for our investment managers. 

ESG factors and capabilities are considered in our manager selection process.

Listed equity – voting

Fixed income SSA – engagement

Please explain why you do not engage directly and do not require external managers to engage with companies on ESG factors.

          We encourage our existing external investment managers to incorporate ESG criteria and analysis in their investment process, including engaging with portfolio companies. However, we do not make engagement with portfolio companies a requirement for our investment managers. 

ESG factors and capabilities are considered in our manager selection process.
        

Fixed income Corporate (financial) – engagement

Please explain why you do not engage directly and do not require external managers to engage with companies on ESG factors.

          We encourage our existing external investment managers to incorporate ESG criteria and analysis in their investment process, including engaging with portfolio companies. However, we do not make engagement with portfolio companies a requirement for our investment managers. 

ESG factors and capabilities are considered in our manager selection process.
        

Fixed income Corporate (non-financial) – engagement

Please explain why you do not engage directly and do not require external managers to engage with companies on ESG factors.

          We encourage our existing external investment managers to incorporate ESG criteria and analysis in their investment process, including engaging with portfolio companies. However, we do not make engagement with portfolio companies a requirement for our investment managers. 

ESG factors and capabilities are considered in our manager selection process.
        

OO 11. ESG incorporation practices for all assets

Select the externally managed assets classes in which you and/or your investment consultants address ESG incorporation in your external manager selection, appointment and/or monitoring processes.
Asset class
ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes
Listed equity

Listed equity - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Fixed income - SSA

Fixed income - SSA - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Fixed income - corporate (financial)

Fixed income - corporate (financial) - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Fixed income - corporate (non-financial)

Fixed income - corporate (non-financial) - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Property

Property - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Infrastructure

Infrastructure - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Fund of hedge funds

Fund of hedge funds - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Cash

Cash - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Money market instruments

Money market instruments - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

11.3b. If your organisation does not integrate ESG factors into investment decisions on your externally managed assets, explain why not.

uOttawa integrates ESG factors into investment decisions throughout the vast majority of its externally managed assets, where possible and applicable. 

11.4. Provide a brief description of how your organisation includes responsible investment considerations in your investment manager selection, appointment and monitoring processes.

We include Responsible Investment considerations in the following manner:

-  Defined in our Policy & Guidelines;

- Bi-annual reporting to Committee Trustees on Responsible Investment Activities;

- Pertaining to external investmet managers, we evaluate the incorporation of ESG into their investment process, including requesting examples of engagement;

- Where possible, we include ESG reporting provisions in our legal documentation;

- We require our external investment manager managers to vote our proxies


OO 12. Modules and sections required to complete

12.1. Below are all applicable modules or sections you may report on. Those which are mandatory to report (asset classes representing 10% or more of your AUM) are already ticked and read-only. Those which are voluntary to report on can be opted into by ticking the box.

Core modules

RI implementation via external managers

Indirect - Selection, Appointment and Monitoring of External Managers

Closing module

12.2. Additional information. [Optional]


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