Results of RI Reclassification

Results of RI Reclassification

Select a year & month to see the results of the RI relassification Reviews from that meeting:

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2024

Aug

Results of RI Reclassification Reviews – August 28, 2024

Fund: BMO Sustainable Balanced Portfolio Series A
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: BMO Sustainable Balanced Portfolio Series A
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: BMO Sustainable Conservative Portfolio Series A
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: BMO Sustainable Conservative Portfolio Series A
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: BMO Sustainable Equity Growth Portfolio Series A
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: BMO Sustainable Equity Growth Portfolio Series A
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: BMO Sustainable Growth Portfolio Series A
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: BMO Sustainable Growth Portfolio Series A
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: BMO Sustainable Income Portfolio Series A
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: BMO Sustainable Income Portfolio Series A
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Brompton Sustainable Real Assets Dividend ETF (BREA)
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Canada Life Sustainable Balanced Portfolio A Series
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: Canada Life Sustainable Balanced Portfolio A Series
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Canada Life Sustainable Balanced Portfolio A Series
Flag: ESG Related Engagement and Stewardship Activities
Requested Action: Add
CIFSC Decision: Approved
Fund: Canada Life Sustainable Balanced Portfolio A Series
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Canada Life Sustainable Balanced Portfolio Gens
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: Canada Life Sustainable Balanced Portfolio Gens
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Canada Life Sustainable Balanced Portfolio Gens
Flag: ESG Related Engagement and Stewardship Activities
Requested Action: Add
CIFSC Decision: Approved
Fund: Canada Life Sustainable Balanced Portfolio Gens
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Canada Life Sustainable Conservative Portfolio A Series
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: Canada Life Sustainable Conservative Portfolio A Series
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Canada Life Sustainable Conservative Portfolio A Series
Flag: ESG Related Engagement and Stewardship Activities
Requested Action: Add
CIFSC Decision: Approved
Fund: Canada Life Sustainable Conservative Portfolio A Series
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Canada Life Sustainable Conservative Portfolio Gens
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: Canada Life Sustainable Conservative Portfolio Gens
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Canada Life Sustainable Conservative Portfolio Gens
Flag: ESG Related Engagement and Stewardship Activities
Requested Action: Add
CIFSC Decision: Approved
Fund: Canada Life Sustainable Conservative Portfolio Gens
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Canada Life Sustainable Growth Portfolio A Series
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: Canada Life Sustainable Growth Portfolio A Series
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Canada Life Sustainable Growth Portfolio A Series
Flag: ESG Related Engagement and Stewardship Activities
Requested Action: Add
CIFSC Decision: Approved
Fund: Canada Life Sustainable Growth Portfolio A Series
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Canada Life Sustainable Growth Portfolio Gens
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: Canada Life Sustainable Growth Portfolio Gens
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Canada Life Sustainable Growth Portfolio Gens
Flag: ESG Related Engagement and Stewardship Activities
Requested Action: Add
CIFSC Decision: Approved
Fund: Canada Life Sustainable Growth Portfolio Gens
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: CI Mosaic ESG Balanced ETF Portfolio Series A
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: CI Mosaic ESG Balanced ETF Portfolio Series A
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: CI Mosaic ESG Balanced ETF Portfolio Series A
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: CI Mosaic ESG Balanced Growth ETF Portfolio Series A
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: CI Mosaic ESG Balanced Growth ETF Portfolio Series A
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: CI Mosaic ESG Balanced Growth ETF Portfolio Series A
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: CI Mosaic ESG Balanced Income ETF Portfolio series A
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: CI Mosaic ESG Balanced Income ETF Portfolio series A
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: CI Mosaic ESG Balanced Income ETF Portfolio series A
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Empire Life Global Sust Equity GIF 75/75 Class K
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: Empire Life Global Sust Equity GIF 75/75 Class K
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Empire Life Global Sust Equity GIF 75/75 Class K
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Fidelity Sustainable World ETF (FCSW)
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: Fidelity Sustainable World ETF (FCSW)
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Fidelity Sustainable World ETF (FCSW)
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Fidelity Sustainable World ETF Fund Series B
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: Fidelity Sustainable World ETF Fund Series B
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Fidelity Sustainable World ETF Fund Series B
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Franklin LifeSmart Sustainable 2030 Portfolio
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: Franklin LifeSmart Sustainable 2030 Portfolio
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Franklin LifeSmart Sustainable 2030 Portfolio
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Franklin LifeSmart Sustainable 2035 Portfolio
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: Franklin LifeSmart Sustainable 2035 Portfolio
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Franklin LifeSmart Sustainable 2035 Portfolio
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Franklin LifeSmart Sustainable 2040 Portfolio
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: Franklin LifeSmart Sustainable 2040 Portfolio
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Franklin LifeSmart Sustainable 2040 Portfolio
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Franklin LifeSmart Sustainable 2045 Portfolio
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: Franklin LifeSmart Sustainable 2045 Portfolio
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Franklin LifeSmart Sustainable 2045 Portfolio
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Franklin LifeSmart Sustainable 2050 Portfolio
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: Franklin LifeSmart Sustainable 2050 Portfolio
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Franklin LifeSmart Sustainable 2050 Portfolio
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Franklin LifeSmart Sustainable 2055 Portfolio
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: Franklin LifeSmart Sustainable 2055 Portfolio
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Franklin LifeSmart Sustainable 2055 Portfolio
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Franklin LifeSmart Sustainable 2060 Portfolio Series O
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: Franklin LifeSmart Sustainable 2060 Portfolio Series O
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Franklin LifeSmart Sustainable 2060 Portfolio Series O
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Franklin LifeSmart Sustainable 2065 Portfolio Series O
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: Franklin LifeSmart Sustainable 2065 Portfolio Series O
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Franklin LifeSmart Sustainable 2065 Portfolio Series O
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Sustainable Balanced 40/60 Fund Series A
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Sustainable Balanced 40/60 Fund Series A
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Sustainable Balanced 60/40 Fund Series A
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Sustainable Balanced 60/40 Fund Series A
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Sustainable Growth 100 Fund Series A
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Sustainable Growth 100 Fund Series A
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Sustainable Growth 80/20 Fund Series A
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Sustainable Growth 80/20 Fund Series A
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Sustainable Income 100 Fund Series A
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Sustainable Income 100 Fund Series A
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Sustainable Income 20/80 Fund Series A
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Sustainable Income 20/80 Fund Series A
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: GWL Canadian SRI Equity NL
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: GWL Canadian SRI Equity NL
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Mackenzie Canadian Sustainable Bond Fund Series R
Flag: ESG Thematic Investing
Requested Action: Add
CIFSC Decision: Approved
Fund: Mackenzie Canadian Sustainable Bond Fund Series R
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Putnam IG Sustainable Leaders Pool Series P
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Putnam IG Sustainable Leaders Pool Series P
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Encasa Canadian Bond Fund Series A
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: Encasa Canadian Bond Fund Series A
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Encasa Canadian Bond Fund Series A
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Encasa Canadian Short-Term Bond Fund Series A
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: Encasa Canadian Short-Term Bond Fund Series A
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Encasa Canadian Short-Term Bond Fund Series A
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Encasa Equity Fund Series A
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: Encasa Equity Fund Series A
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Encasa Equity Fund Series A
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved
Fund: Waratah Alternative ESG Fund Class F Units
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Waratah Alternative ESG Fund Class F Units
Flag: ESG Integration & Evaluation
Requested Action: Remove
CIFSC Decision: Approved

Jun

Results of RI Reclassification Reviews – June 27, 2024

Fund: NBI Sustainable Global Equity Fund
Flag: ESG Thematic Investing
Requested Action: Add
CIFSC Decision: Approved
Fund: NBI Sustainable Global Equity Fund
Flag: ESG Best In Class
Requested Action: Add
CIFSC Decision: Approved
Fund: NBI Sustainable Canadian Corporate Bond ETF (NSCC)
Flag: ESG Related Engagement and Stewardship Activities
Requested Action: Add
CIFSC Decision: Approved

May

Results of RI Reclassification Reviews – May 22, 2024

Fund: Fidelity Sustainable World ETF (FCSW)
Flag: ESG Best In Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Fidelity Sustainable World ETF (FCSW)
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: Fidelity Sustainable World ETF Fund
Flag: ESG Best In Class
Requested Action: Add
CIFSC Decision: Approved
Fund: Fidelity Sustainable World ETF Fund
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: NBI Sustainable Canadian Equity Fund
Flag: ESG Best In Class
Requested Action: Add
CIFSC Decision: Approved
Fund: NBI Sustainable Canadian Equity Fund
Flag: ESG Related Engagement and Stewardship Activities
Requested Action: Add
CIFSC Decision: Approved
Fund: NBI Sustainable Canadian Equity Fund
Flag: ESG Thematic Investing
Requested Action: Add
CIFSC Decision: Approved
Fund: NBI Sustainable Global Equity Fund
Flag: ESG Thematic Investing
Requested Action: Add
CIFSC Decision: Declined
Fund: NBI Sustainable Global Equity Fund
Flag: ESG Related Engagement and Stewardship Activities
Requested Action: Add
CIFSC Decision: Approved

Mar

Results of RI Reclassification Reviews – March 27, 2024

Fund: Manulife Climate Action Fund
Flag: ESG Related Engagement and Stewardship Activities
Requested Action: Add
CIFSC Decision: Approved
Fund: Manulife Climate Action Fund
Flag: ESG Integration and Evaluation
Requested Action: Add
CIFSC Decision: Approved
Fund: Manulife Climate Action Class
Flag: ESG Related Engagement and Stewardship Activities
Requested Action: Add
CIFSC Decision: Approved
Fund: Manulife Climate Action Class
Flag: ESG Integration and Evaluation
Requested Action: Add
CIFSC Decision: Approved

Feb

Results of RI Reclassification Reviews – February 28, 2024

Fund: NBI Sustainable Canadian Bond ETF (NSCB)
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: NBI Sustainable Canadian Bond ETF (NSCB)
Flag: ESG Related Engagement and Stewardship Activities
Requested Action: Add
CIFSC Decision: Approved
Fund: NBI Sustainable Canadian Bond Fund
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: NBI Sustainable Canadian Bond Fund
Flag: ESG Related Engagement and Stewardship Activities
Requested Action: Add
CIFSC Decision: Approved
Fund: NBI Sustainable Canadian Corporate Bond ETF (NSCC)
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: NBI Sustainable Canadian Corporate Bond ETF (NSCC)
Flag: ESG Related Engagement and Stewardship Activities
Requested Action: Add
CIFSC Decision: Approved
Fund: NBI Sustainable Canadian Corporate Bond ETF (NSCC)
Flag: ESG Best in Class
Requested Action: Add
CIFSC Decision: Declined
Fund: NBI Sustainable Canadian Short Term Bond ETF (NSSB)
Flag: ESG Exclusions
Requested Action: Add
CIFSC Decision: Approved
Fund: NBI Sustainable Canadian Short Term Bond ETF (NSSB)
Flag: ESG Related Engagement and Stewardship Activities
Requested Action: Add
CIFSC Decision: Approved

Jan

Results of RI Reclassification Reviews – January 24, 2024

Fund: FÉRIQUE Global Sustainable Development Equity Fund
Flag: ESG Related Engagement and Stewardship Activities
Requested Action: Add
CIFSC Decision: Approved