Screening: negative/exclusion of companies with 25 % of revenues from coal power plants, 10 % of revenues from tobacco and weapons, antipersonnel mines, biological or chemical weapons in contravention of international humanitarian law.
Thematic: to integrate positive impact to the portfolios. When risk\return is aligned with our clients’ objectives and investments policies, we invest in bonds that are aligned with 17 Sustainable Development Goals set by the United Nations.
Integration: ESG scores, on a scale of 0 to 10, for Canadian corporate issuers from external providers, Groupe Investissement Responsable. Each security has an Environmental, social, Governance and an ESG rating with detailed analysis of ESG characteristics. The ratings below 3 are reviewed in-house. Our internal real-time front-office system provides ESG data by client portfolios. It provides a rating per issuer, sector and overall. Those ratings are compared with the benchmark.
We use a combination of those 3 strategies to optimized because we tough it was best way attain OGP’s and our client’s responsible investment objectives. We discard investment that are not aligned with our values with our screening, we aimed at having positive impact with our thematic investments and we invest in issuers with best practices through ESG integration.