Canadian Equities – 2023 Sustainable Investing Report

Our Progress This Year

2023 was a busy year for us as we continued to advance our sustainability initiatives. SHELBi, our sustainability database, entered its second phase of development, becoming more user-friendly and advanced in data analysis. The new dashboards now provide the team and our clients with deeper insights into our engagement program, proxy voting results and the progress our portfolio companies are making.

We also enhanced our sustainability engagement process by introducing target setting and having in-depth engagements on material sustainability topics with our portfolio companies, which you will learn more about later in the report, along with several case studies. Additionally, our team joined Climate Engagement Canada (CEC), collaborating with other asset managers to drive meaningful dialogue between the financial community and corporate issuers to promote a transition to a net zero economy.

Throughout this report, you will see the tangible evidence that our holdings have made on their sustainability progress. We hope you enjoy reading our 2023 Sustainability Investing Report!

Our team continuously makes a dedicated effort to encourage our holdings’ progress on their sustainability initiatives.

Over the past several years, we have seen them make significant achievements.

They are responding positively to today’s sustainability challenges and the evolving requests of stakeholders, including employees, suppliers, customers and shareholders.

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