This report shows public data only. Is this your organisation? If so, login here to view your full report.

NEI Investments

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]

We participated as a steering committee member and/or lead investor in several PRI collaborations:

  • Responsible Tax
  • Methane
  • Climate Change Transition for Oil & Gas

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]

We were signatory to the CDP Climate disclosure request.

In October 2019, we co-organized with CDP an all-day event in Calgary for energy companies focused on improving carbon-related disclosure. Companies and investors attended the session to discuss challenges and gaps as they relate to carbon disclosure in the oil & gas sector, as well as outlining the investor need for better information. This was the third year running we have held the event in collaboration with the CDP. Roughly 20 energy companies attended the event.

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]

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]

We are co-leads for three dialogues in CA100+ and a supporting investor in seven other dialogues.

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]

As an Associate Member of ICCR, we sat on several steering committees/leadership groups and led, co-led or participated in a variety of collaborative engagements, including:

  • Investor Alliance for Human Rights (IAHR) Steering Committee 
  • IAHR Financials Leadership Group
  • IAHR ICT Sector Leadership Group 
  • Digital Rights (co-lead for global investor statement)
  • ICCR Health Equity Leadership Team
  • Access to Medicine
  • Bangladesh Investor Initiative (lead for Canadian Tire)
  • ICCR Financials Working Group (steering group for Wells Fargo)
  • Access to Nutrition
  • Methane

 

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]

We continue to be a member of ICGN and in 2019 participated in the member consultation on the Global Stewardship Principles

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]

We played an active role within Ceres working groups. Through Ceres, we participate as a lead investor in the Climate Action 100+ initiative supporting the adoption of the disclosure recommendations of the FSB Taskforce on Climate-related Financial Disclosure.

 

          Responsible Investment Association (Canada)
        

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]

We are a Sustaining Member of the RIA and we sit on the Board. As well, we chaired the RIA policy stewardship group and the Toronto RI Working Group

          Business Benchmark for Farm Animal Welfare
        

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]

We are a signatory to the BBFAW investor statement, have led engagements on the initiative in the past, and continue to look for ways to support the initiative.

          Investors for Opioid Accountability
        

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]

We chaired the International Sub-Comittee of the Investors for Opioid Accountability (IOA) focusing on prescription opioid risks beyond the U.S. market. We participated in engagements with U.S. companies, leading part of the agenda in dialogue and responded to the media in Canada as a member of IOA.

          Canadian Coalition for Good Governance
        

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]

Our Director of Corporate Engagement sat on the CCGG Environmental and Social Committee.

          Energy Futures Lab
        

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]

Our Director, Corporate Engagement is a fellow of the Energy Futures Lab - a collaboration among companies, civil society, government, academics, First Nations and others on a shared vision for a net-zero energy future for Alberta.


SG 09.2. Assets managed by PRI signatories

外部運用資産のおよそ何パーセント(±5%)がPRI署名者により運用されているかを記入してください。

65 %

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

          In 2019, NEI engaged numerous times with Canadian financial advisors to provide educational support on Responsible Investing, including one-on-one meetings, branch presentations, conference seminars and webinars. Over the course of the year, thousands of financial advisors and investors are exposed to educational and/or promotional RI materials through NEI. Examples of training and/or educational seminars include:

•	Responsible Investing basics – What is it? Why it matters? What is corporate engagement? How it makes a difference for communities, companies and shareholders. 
•	Responsible Investing Webinars – Targeted to financial advisors, especially those in Credit Unions, to help them identify how RI can be incorporated into investor portfolios.
•	Hosted RIA panel for advisors on how to incorporate RI into your practice
        

行動の頻度

説明

          To set a standard for engagement transparency in Canada, we publish quarterly updates on our corporate engagement activities  on our website: https://www.neiinvestments.com/pages/about-nei/about-ethical-funds/esg-difference/corporate-engagements/ 

We also maintain a database providing access to the detailed rationales for our proxy voting decisions: http://vds.issproxy.com/SearchPage.php?CustomerID=8272

Encouraged the development of an RI certification program through the RIA. 

We annually provide input on the PRI's reporting framework.
        

行動の頻度

説明

          NEI representatives spoke at numerous events, including the conferences of RIA Canada, Ceres, ICCR, Conference Board of Canada, as well as at numerous events to introduce Canadian financial advisors to promote responsible investment.
        

行動の頻度

説明

          We published a paper on emerging standards for responsible investment
        

行動の頻度

説明

          We responded to numerous consultations by non-governmental organizations, including OECD, ICGN and the Equator Principles. Our submissions are published on our website https://www.neiinvestments.com/pages/about-nei/about-ethical-funds/esg-difference/public-policy-and-standards/
        

行動の頻度

説明

          Responsible Tax, Climate Change Transition for Oil & Gas,  Methane, Labour Standards in the Agricultural Supply Chain
        

行動の頻度

説明

          RIA, CCGG, IAHR, Toronto RI Working Group
        

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

11.1. 報告年度において、責任投資を支援するために、組織が単独で、あるいは他組織との協働により、政策立案者や規制当局との対話を行ったかどうかを記載してください。

はいの場合

11.2. 使用した方法を選択してください。

11.3. (単独でまたは協働により)政府または規制当局に書面を提出した場合、その書面が一般に入手できるかどうかを記載してください。

11.4. 組織が公共政策立案者または規制当局と話し合いを行った主なテーマの概略を記載して下さい。

Our public policy activities are disclosed in our quarterly and annual engagement reports: https://www.neiinvestments.com/pages/responsible-investing/esg-difference/focus-list/

Our public policy submissions are disclosed on our website: https://www.neiinvestments.com/pages/responsible-investing/esg-difference/public-policy-and-standards/

Key topics for public policy engagement in 2019 included:

  • Climate change and the energy transition
  • Vehicle emission standards
  • methane emission standards
  • Board diversity requirements
  • Human rights and labour rights
  • Indigenous Rights
  • Responsible lending

 


Top