This report shows public data only. Is this your organisation? If so, login here to view your full report.

University of Ottawa

PRI reporting framework 2019

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

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

The uOttawa Board has adopted a responsible investment approach that is aligned with industry best practice framework established by the United Nations' supported Principles for Responsible Investing ("PRI").  Responsible investment integrates environmental, social and governance ("ESG") criteria in the investment decision making process based on the belief that these criteria can influence the performance of an underlying investment.  As such, the consideration of ESG factors is consistent with the objectives of the Long-Term Portfolio as well as the goal of the Pension Plan to meet its commitment to provide members with a defined level of retirement income.  

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

For both the Pension Plan and the Long-Term Portfolio, the Board has adopted a responsible investment approach that is aligned with the industry best practice framework established by the United Nations supported Principles for Responsible Investment (“PRI”).

uOttawa's responsible investment approach is documented in several policy documents, including the SIPP&P/SIP&G, Responsible Investment Guidelines, as well as other ancillary documents. A near-term update to the Responsible Investment Guidelines is expected to explicitly formalize guidelines with respect to specific ESG components. 

 

01.6. Additional information [Optional].

          
        
I confirm I have read and understood the Accountability tab for SG 01 I confirm I have read and understood the Accountability tab for SG 01

SG 01 CC. Climate risk (Not Applicable)


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.

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. 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.

The Pension Fund Investment Committee Terms of Reference and the Statement of Investment Policies and Procedures include guidelines on how to manage potential conflict of interests:

http://www.uottawa.ca/administration-and-governance/board-of-governors/committees/pension-fund-investment-committee

http://www.uottawa.ca/human-resources/sites/www.uottawa.ca.human-resources/files/uottawa_pension_plan_sipp_adopted_2015_06_22.pdf

 

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


Top