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Saturna Capital

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]

Saturna has been a UNPRI signatory since July 2013: we believe in the importance of values-based, responsible investing and and have been managing values-based portfolios since the 1980s. 

Patrick Drum, Saturna's Sustainable Bond Fund Portfolio Manager, is a member of UNPRI's Bondholder Engagement Working Group.

          USSIF
        

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]

Saturna was a sponsor of the 2016 US SIF Trends Report

          First Affirmative Financial Network
        

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]

Saturna has been a sponsor of the annual SRI Conference since 2015, and works closely with First Affirmative Financial Network on other events and tools dedicated to promoting SRI/sustainable investment strategies. 


SG 09.2. Assets managed by PRI signatories (Not Applicable)


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

          In 2018, Saturna hosted six events across the country specifically designed for financial advisers to learn more about integrating sustainable investing into their practices. With attendance of around 70 at each event, the Sustainable Symposiums were intended to be intimate forums that brought together SRI experts and veterans with newcomers. The focus for each Symposium was on preparing advisers to identify opportunities to incorporate sustainable investing/SRI in their clients' portfolios. 

Additionally, Saturna has a focus on developing educational materials for financial advisers who are interested in, but new to, sustainable investing strategies. In 2018, we produced a video resource for financial advisors to introduce socially responsible and sustainable investing to their clients, along with other educational materials.
        

Frequency of contribution

Description

          IIn 2018, Saturna hosted six events across the country specifically designed for financial advisers to learn more about integrating sustainable investing into their practices. With attendance of around 70 at each event, the Sustainable Symposiums were intended to be intimate forums that brought together SRI experts and veterans with newcomers. The focus for each Symposium was on preparing advisers to identify opportunities to incorporate sustainable investing/SRI in their clients' portfolios. 

Additionally, Saturna has a focus on developing educational materials for financial advisers who are interested in, but new to, sustainable investing strategies. In 2018, we produced a video resource for financial advisers to introduce socially responsible and sustainable investing to their clients, along with other educational materials.
        

Frequency of contribution

Description

          In 2018, Saturna hosted six events across the country specifically designed for financial advisers to learn more about integrating sustainable investing into their practices. With attendance of around 70 at each event, the Sustainable Symposiums were intended to be intimate forums that brought together SRI experts and veterans with newcomers. The focus for each Symposium was on preparing advisers to identify opportunities to incorporate sustainable investing/SRI in their clients' portfolios. 

Additionally, Saturna has a focus on developing educational materials for financial advisers who are interested in, but new to, sustainable investing strategies. In 2018, we produced a video resource for financial advisers to introduce socially responsible and sustainable investing to their clients, along with other educational materials.
        

Frequency of contribution

Description

          Saturna contributed to a wide array of articles and interviews relating to (and promoting) SRI and sustainable strategies in 2018.
        

Frequency of contribution

Description

          Patrick Drum, Saturna's Sustainable Bond Fund PM, is a member of UNPRI's Bondholder Engagement Working Group.
        

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 (Private)


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