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Optimum Asset Management Inc

PRI reporting framework 2020

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]

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]

          Quebec Network of UN PRI Signatories
        

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]

          ARASQ (Quebec Retirement Employee Benefits and Pension Association)
        

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]

          RRSE (Quebec based Business Social Responsibility Association)
        

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]


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

          Our employees regularly take part in responsible investment activities, such as attending seminars and conferences held by ARASQ - Quebec Retirement Employee Benefits and Pension Association and CFA Montréal. Milla Craig, founder and president of Millani, a consulting firm that provides advisory services on the integration of ESG principles, was a guest speaker at our an annual conference attended by the great majority of our private and institutional clients. Ms. Craig presented the concepts of responsible investment to our clients at the conference in September 2019. As for more formal training, one of our portfolio managers is enrolled in the Sustainable Investment Certification Program at Concordia University.
        

Frequency of contribution

Description

          We provided financial support for industry research on responsible investment to RRSE. RRSE is a group of religious communities, organizations and individuals, and is a signatory to the Principles for Responsible Investment (UNPRI), as well as a founding member of the shareholder engagement firm ÆQUO. Its aim is to promote corporate social responsibility through shareholder engagement. The means used to achieve this goal are: - member training and information; - discussion and collaboration with organizations having the same goals.
        

Frequency of contribution

Description

          For fixed income portfolios (around 90 % of our AUM), along with Optimum Asset Management's results, clients receive the ESG rating of their portfolios compared with their benchmark indexes, as well as the weighting of the bonds that comply with the United Nations 17 Sustainable Development Goals (SDGs). In addition, the 2019 Annual Report for Optimum Asset Management Pooled Funds includes a section on our responsible investment approach.
        

Frequency of contribution

Description

          Our Chief Investment Officer, Fixed Income was a speaker at ARASQ Conference.
        

Frequency of contribution

Description

          We published a dedicated responsible investment section in our Financial Outlook newsletter provided to all clients.
        

Frequency of contribution

Description

          Optimum Asset Management is a member of UN PRI Quebec.
        

Frequency of contribution

specify description

          A Social Report is added to the Optimum Pooled Funds Annual Report.
        

Description

          A Social Report is added to the Optimum Pooled Funds Annual Report and promotes RI initiatives and ESG factors analysis performed during the year.
        

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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