Results of New RI Review Results
New funds will be reviewed monthly as they are launched as part of the CIFSC’s new fund process. The CIFSC will consider regulatory documents, documents following widely accepted disclosure standards, and any other available information to determine if the fund fits into one or more of the Responsible Investment Approaches.
Select a year:
2023
Dec
Results of New RI Reviews – December 20, 2023
| Fund Name | ESG Exclusions | ESG Best in Class | ESG Integration and Evaluation | ESG Thematic Investing | ESG Related Engagement and Stewardship | Impact Investing |
|---|---|---|---|---|---|---|
| Sun Life Net Zero Target Bond Fund | Yes | Yes |
Nov
Results of New RI Reviews – November 22, 2023
| Fund Name | ESG Exclusions | ESG Best in Class | ESG Integration and Evaluation | ESG Thematic Investing | ESG Related Engagement and Stewardship | Impact Investing |
|---|---|---|---|---|---|---|
| CAN Sustainable Global Bond 75/100 | Yes | Yes | Yes | |||
| CAN Sustainable Global Equity 75/75 (PS2) | Yes | Yes | Yes | |||
| CAN Sustainable Emerging Markets Equity 75/100 | Yes | Yes | Yes | |||
| CAN ESG U.S. Equity 75/75 | Yes | Yes | Yes | |||
| CAN U.S. Carbon Transition Equity 75/100 | Yes | Yes | ||||
| Franklin Martin Currie Improving Society Fund | Yes | Yes | Yes | Yes | Yes |
Oct
Results of New RI Reviews – October 25, 2023
| Fund Name | ESG Exclusions | ESG Best in Class | ESG Integration and Evaluation | ESG Thematic Investing | ESG Related Engagement and Stewardship | Impact Investing |
|---|---|---|---|---|---|---|
| Mackenzie USD Greenchip Global Environmental All Cap Fund | Yes | Yes | Yes |
Sep
Results of New RI Reviews – September 27, 2023
| Fund Name | ESG Exclusions | ESG Best in Class | ESG Integration and Evaluation | ESG Thematic Investing | ESG Related Engagement and Stewardship | Impact Investing |
|---|---|---|---|---|---|---|
| Nuveen Global Green Bond Fund A | Yes | Yes |
Aug
Results of New RI Reviews – August 23, 2023
| Fund Name | ESG Exclusions | ESG Best in Class | ESG Integration and Evaluation | ESG Thematic Investing | ESG Related Engagement and Stewardship | Impact Investing |
|---|---|---|---|---|---|---|
| Franklin Global Core Bond Fund Series A | Yes | Yes |
Jul
Results of New RI Reviews – July 25, 2023
| Fund Name | ESG Exclusions | ESG Best in Class | ESG Integration and Evaluation | ESG Thematic Investing | ESG Related Engagement and Stewardship | Impact Investing |
|---|---|---|---|---|---|---|
| Mackenzie Futurepath Shariah Global Equity Fund | Yes | |||||
| Sun Life Acadian International Equity Fund | Yes | Yes | ||||
| NEI Canadian Impact Bond Fund | Yes | Yes | Yes | |||
| NEI Impact Balanced Portfolio | Yes | Yes | Yes | |||
| NEI Impact Conservative Portfolio | Yes | Yes | Yes | |||
| NEI Impact Growth Portfolio | Yes | Yes | Yes | |||
| VPI Sustainability Leaders Pool | Yes | Yes | ||||
| CL Sustainable Emerging Markets Eq | Yes | Yes | Yes | |||
| CL Sustainable Global Eq | Yes | Yes | Yes | |||
| CL Sustainable Global Bond | Yes | Yes | Yes | |||
| CL ESG US Equity | Yes | Yes | Yes | |||
| CL US Carbon Transition Eq | Yes | Yes |
