We believe in active ownership and continually engage in ongoing dialogues with management and the Boards of the companies in which we invest to foster change. We report on these activities on a regular basis to our clients through updates in our quarterly reports.
We believe that through promotion and collaboration with other industry participants on issues relating to ESG, we can help move change forward.
Socially Responsible Investment Strategy
Since 2006, we have run a Socially Responsible Investment Strategy employing a screen based on an exclusionary list supplied by a third-party provider. This negative screen is applied to the Canadian equity portfolio, in which we fully integrated ESG factors into our valuation, as described above.
United Nations – Principles of Responsible Investing (UNPRI)
Scheer Rowlett became a signatory to UNPRI in 2018.
Canadian Investor Statement on Diversity & Inclusion
We signed the new Canadian Investor Statement on Diversity & Inclusion, an initiative coordinated by the Responsible Investment Association (RIA) in September 2020.