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Bâtirente

PRI reporting framework 2019

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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]

In 2018, Bâtirente got involved in the following PRI working groups through Æquo Shareholder Engagement Services, the service provider it jointly founded:

  • PRI Supply Chain Labour Advisory Committee;
  • Climate Action 100+;
  • Carbon Asset Risk Working Group (CAR);
  • Plastic Investor Working Group;
  • Engagement on climate change transition for oil and gas;
  • Investor taskforce on corporate tax responsibility.

Bâtirente is strongly involved in the Réseau PRI Québec, its advisory committee and other committees (public policy, events). Moreover, Batirente's CEO chairs the PRI Francophonie advisory committee since it was launched in September 2017.

 

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]

Bâtirente supports the CDP and, as part of its shareholder engagement activities, encourages companies to respond to CDP surveys where relevant to the industrial sector.

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]

Bâtirente supports the EITI and, as part of its shareholder engagement activities, encourages companies to adhere to its protocol when relevant to the company's sector and activities.

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]

Bâtirente is not a member of ICCR, which is an American organization. However, Bâtirente is associated with the Regroupement pour la responsabilité sociale des entreprises (RRSE), the Quebec equivalent of ICCR. In partnership with the RRSE, Bâtirente co-founded AEquo Shareholder Engagement Services.

 

 
          Responsible Investor Association of Canada

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 are a member of RIA Canada and participate on its public policy working group.

 
          Réseau PRI Québec

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]

Since 2012, Bâtirente, with the help of other signatories based in Quebec, has facilitated the implementation of the Quebec PRI Network. The Chief Executive Officer of Bâtirente chairs the network's advisory committee and the public policy committee.

 
          Committee on Workers Capital (CWC)

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]

Bâtirente participates in calls and the annual meeting of the CWC.

 
          Comité de la Francophonie PRI

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]

The CEO of Bâtirente chairs the PRI Francophonie Advisory Committee established in September 2017.

 
          Finance Montréal Responsible Investment Working Group

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]

The Executive Director of Bâtirente participates in the committee set up by Finance Montréal to evaluate opportunities for the development of responsible investment for Montréal's financial centre.

SG 09.2. Assets managed by PRI signatories

Indicate approximately what percentage (+/- 5%) of your externally managed assets under management are managed by PRI signatories.

92 %

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 

          Bâtirente is a major sponsor of the IFD-PRI 4th edition in 2018. This scholarship is intended to promote academic research in RI and to reward the best research submitted following a call for applications launched in all Quebec universities.

Frequency of contribution

Description 

          The CEO of Bâtirente contributed to an academic collective on RI prepared by Professor Frank Coggins of the Université de Sherbrooke and published in Q2-2018. He co-authored the article with Arnaud Celka, Director of Research at AEquo. The article focuses on the first ten years of the PRI.

Frequency of contribution

Description 

          PRI Quebec Conference in November 2018 - Panel moderator: Shareholder Engagement;
PRI in Person San Francisco - French-speaking event in September 2018 - Speaker: Recent developments in public policy in Quebec;
CRIMT October 2018 Conference : What Kind of Work for the Future - Workshop : Financialization, Corporation Governance and Better Work: What Strategies for Institutional and Civil Society Actors?

Frequency of contribution

Description 

          The CEO of Bâtirente held several exploratory meetings with portfolio managers and consultants to provide them with information, analysis and guidance to make strategic decisions regarding their involvement in RI.

Frequency of contribution

Description 

          PRI's Francophonie Advisory Committee

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]

SG 11. Dialogue with public policy makers or standard setters

11.1. Indicate if your organisation - individually or in collaboration with others - conducted dialogue with public policy makers or regulators in support of responsible investment in the reporting year.

If yes

11.2. Select the methods you have used.

11.3. Where you have made written submissions (individually or collaboratively) to governments and regulatory authorities, indicate if these are publicly available.

11.4. Provide a brief description of the main topics your organisation has engaged with public policy-makers or regulators on.

  1. Disclosure of information related to climate risk, on behalf of the Réseau PRI Québec, with the Autorité des marchés financiers du Québec, as part of the Canadian Securities Association's consultation on this subject.
  2. Private and public consultations with the Expert Panel on Sustainable Finance established by the Canadian Federal Government. These were held either prior to the publication of the Panel's interim report or after. In the latter case it covered a good number of the various issues raised in the report.
  3. Through the Québec Public Policy Working Group, sent a questionnaire to the major political parties running in the last Québec general election (October 2018). The questions aimed at getting the parties to be aware of the importance of responsible investing and set the table for further talks after the winning party was known.
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