New RI Review Results

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

Oct

Results of New RI Reviews – October 23, 2024

Fund NameESG ExclusionsESG Best in ClassESG Integration and EvaluationESG Thematic InvestingESG Related Engagement and StewardshipImpact Investing
CDN MSCI ACWI Islamic Equity Index FundYes

Jul

Results of New RI Reviews – July 24, 2024

Fund NameESG ExclusionsESG Best in ClassESG Integration and EvaluationESG Thematic InvestingESG Related Engagement and StewardshipImpact Investing
Leith Wheeler Carbon Constrained Canadian Equity FundYesYes
VCIM Global Impact FundYesYesYes

Jun

Results of New RI Reviews – June 27, 2024

Fund NameESG ExclusionsESG Best in ClassESG Integration and EvaluationESG Thematic InvestingESG Related Engagement and StewardshipImpact Investing
AlphaFixe ESG Fund – Floating Rate Bank LoansYesYesYes
AlphaFixe ESG Fund – Green BondsYesYesYesYes
AlphaFixe ESG Fund – ReturnPlusYesYesYes
NBI Sustainable Balanced PortfolioYesYesYes
NBI Sustainable Conservative PortfolioYesYesYes
NBI Sustainable Equity PortfolioYesYesYes
NBI Sustainable Growth PortfolioYesYesYes
NBI Sustainable Moderate PortfolioYesYesYes
NBI Sustainable Secure PortfolioYesYesYes
NEI Global Corporate Leaders FundYesYesYesYesYes

Apr

Results of New RI Reviews – April 24, 2024

Fund NameESG ExclusionsESG Best in ClassESG Integration and EvaluationESG Thematic InvestingESG Related Engagement and StewardshipImpact Investing
Desjardins Sustainable Canadian Corporate Bond FundYesYesYesYes
Aviva Investors Canadian Core Plus Climate Transition Pooled YesYesYes
BlackRock CDN MSCI Canada IMI Extended ESG Focus Index Fund AYesYes
BlackRock CDN MSCI EAFE Extended ESG Focus Index Fund AYesYes
BlackRock CDN MSCI USA Small Cap Extended ESG Focus Index Fund AYesYes
BlackRock MSCI USA Extended ESG Focus Index Fund AYesYes
TD Emerald Lw Carb Glbl Eq Idx Pld Fd TrYes

Mar

Results of New RI Reviews – March 27, 2024

Fund NameESG ExclusionsESG Best in ClassESG Integration and EvaluationESG Thematic InvestingESG Related Engagement and StewardshipImpact Investing
Genus High Impact EquityYes

Feb

Results of New RI Reviews – February 28, 2024

Fund NameESG ExclusionsESG Best in ClassESG Integration and EvaluationESG Thematic InvestingESG Related Engagement and StewardshipImpact Investing
Educators BrighterFuture Bond FundYesYesYesYes
Educators BrighterFuture Global Equity FundYesYesYesYes
Mackenzie Shariah Global Equity FundYes
Manulife Franklin LifeSmart Sust 2060Yes
Manulife Franklin LifeSmart Sust 2065Yes
Manulife MIM Global ClimateYesYes
Manzil Mortgage PTFYes
OneVest Halal Equity PTFYes

Jan

Results of New RI Reviews – January 24, 2024

Fund NameESG ExclusionsESG Best in ClassESG Integration and EvaluationESG Thematic InvestingESG Related Engagement and StewardshipImpact Investing
NEI Long Short Equity FundYesYesYes