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Optimum Asset Management Inc

PRI reporting framework 2020

You are in Strategy and Governance » Promoting responsible investment

責任投資の促進

SG 09. Collaborative organisations / initiatives

09.1. 報告年度に組織がメンバーであったり、参加していた協働組織やイニシアチブ、ならびにそこで組織が果たした役割のレベルを選択してください。

当てはまるもの全てを選択してください

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

          Quebec Network of UN PRI Signatories
        

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

          ARASQ (Quebec Retirement Employee Benefits and Pension Association)
        

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

          RRSE (Quebec based Business Social Responsibility Association)
        

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]


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


SG 10. Promoting RI independently

10.1. 組織が、協働的イニシアチブとは別に、独自に責任投資を推進しているかどうかについて記載して下さい。

10.2. 組織が協働的イニシアチブとは別に、独自に責任投資を推進するために行っているものを明示して下さい。選択した行動の目的に貢献するために組織が果たす役割と通常の行動頻度について説明して下さい。

説明

          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.
        

行動の頻度

説明

          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.
        

行動の頻度

説明

          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.
        

行動の頻度

説明

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

行動の頻度

説明

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

行動の頻度

説明

          Optimum Asset Management is a member of UN PRI Quebec.
        

行動の頻度

行動の頻度

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

説明

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

行動の頻度

10.3. 組織が責任投資の推進のために、報告年度中に参加した追加の活動およびイニシアチブがあれば、それらを記載して下さい。[任意]


SG 11. Dialogue with public policy makers or standard setters (Private)


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