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 2020

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 of Governors has adopted a responsible investment approach that is aligned with an 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]

uOttawa's responsible investment approach is documented in several policy documents, including the SIP&P/SIP&G, Responsible Investment Guidelines, as well as other ancillary documents. The Responsible Investment Guidelines are updated annually to reflect the evolving nature of best practice and the ability for the investment operations to adopt and implement these practices. 


01.6. Additional information [Optional].


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


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:



03.3. Additional information. [Optional]

SG 04. Identifying incidents occurring within portfolios (Private)