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La Fondation de l'Université de Sherbrooke

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.

Webelieve that ESG factor integration leads to lower risk investment portfolios and to higher performing opportunities: hence, it allows for better risk adjusted returns over the long term.

We divested from the Thermal Coal companies within our investment policy porfolio (referenced by the adoption of the MSCI Ex-Coal group of indices for all of our euquity policy benchmarks).

We are seeking disclosure from all our managers about their overall portfolio ESG factors performance assessment vs their respective benchmark, about their portfolio CO2 emission foot print relative to their own benchmark and we are looking for specific proxy voting exercice that were performed to favor any proposal that increase environmental impact measurement disclosure. We specifically request our managers to disclose quarterly on any positions that they may hold for us that are from corporations involved in the Thermal Coal indsustry.

We have set an action plan to integrate all of these measures over the next 3 to 5 years and to get our managers onboard on the disclosure request we have asked for.

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]

We developped an internal ESG factor integration assessment process of all our portfolio managers as of Dec. 31st, 2018. Esch manager was awarded a weighted average score from 0 to 3. The score given to each of our manager was submitted to our investment committee members (we consider the level of integration to be compliant when a manager gets a total average score of 2/3 or above).

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].

We are hoping to identify our reporting process with regards to our ESG integration approach over the coming months and to suggest the content of our responsible investing annual report.

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.

Our organisation has established and adopted a conflict of interest policy that all its participating committee members abid to. Also, when selecting and monitoring our extrenal investment managers, we also ensure that their organisation are also working with an internal conflict of interest policy.

03.3. Additional information. [Optional]

SG 04. Identifying incidents occurring within portfolios (Private)