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:
2024
Mar
Results of New RI Reviews – March 27, 2024
| Fund Name | ESG Exclusions | ESG Best in Class | ESG Integration and Evaluation | ESG Thematic Investing | ESG Related Engagement and Stewardship | Impact Investing |
|---|---|---|---|---|---|---|
| Genus High Impact Equity | Yes |
Feb
Results of New RI Reviews – February 28, 2024
| Fund Name | ESG Exclusions | ESG Best in Class | ESG Integration and Evaluation | ESG Thematic Investing | ESG Related Engagement and Stewardship | Impact Investing |
|---|---|---|---|---|---|---|
| Educators BrighterFuture Bond Fund | Yes | Yes | Yes | Yes | ||
| Educators BrighterFuture Global Equity Fund | Yes | Yes | Yes | Yes | ||
| Mackenzie Shariah Global Equity Fund | Yes | |||||
| Manulife Franklin LifeSmart Sust 2060 | Yes | |||||
| Manulife Franklin LifeSmart Sust 2065 | Yes | |||||
| Manulife MIM Global Climate | Yes | Yes | ||||
| Manzil Mortgage PTF | Yes | |||||
| OneVest Halal Equity PTF | Yes |
Jan
Results of New RI Reviews – January 24, 2024
| Fund Name | ESG Exclusions | ESG Best in Class | ESG Integration and Evaluation | ESG Thematic Investing | ESG Related Engagement and Stewardship | Impact Investing |
|---|---|---|---|---|---|---|
| NEI Long Short Equity Fund | Yes | Yes | Yes |
