How does responsible investment work? What are the main principles? The choice of investments is based on very specific rules.
ESG : essential factors
These criteria are taken into account when choosing investments. They are the foundation of the principles governing fund selection practices, as well as the choice of fund managers and investment sectors, in addition to traditional financial criteria.
Investment approaches
Responsible investment can take different forms. The table below shows the various major approaches, the strategies used by the Financial and the resulting investment objectives for all of its funds.
Approaches* |
ESG Integration |
Themed |
Impact |
Description |
Explicit Consideration of ESG factors in the investment decision-making process | Investments in assets specific to ESG themes, such as climate change, water, renewable energy, clean technology, agriculture, etc. | Targeted investments aimed at solving social or environmental problems |
Strategy (ies) |
Shareholder engagement | ||
|
Exclusions |
Negative screening/Exclusion | ||
Objective |
Performance: Value-driven |
||
Performance : Values-driven |
|||
Funds |
All FDP mutual funds | Mackenzie Global Sustainability Balanced Fund | Mackenzie Global Women’s Leadership Fund |
| * Traditional approach : Limited or no focus on ESG factors of underlyng investments | |||
Responsible policies
True to its values, Professionals’ Financial adopted an exclusion strategy in its Funds – General Policy. This is in addition to the principles for responsible investment in effect since 2016, in the Proxy Voting Policy.
Funds – General Policy |
|
Exclusions*
*These exclusions apply only when we formulate the investment policy of a fund. In the case of ETFs and mutual funds for which we do not establish the investment policy, these exclusions may not apply. |
|
Responsible Investment Policy |
|
| Our Responsible Investment Policy applies to all our portfolio management activities. | |
Proxy Voting Policy* |
|
| This responsible voting rights policy takes environmental, social and governance (ESG) factors into account in assessing the risks of an investment portfolio. When exercising the voting rights attached to their shares, investors interested in responsible investment are not only concerned about shareholder return and good corporate governance, but they also want to be sure that the company’s activities and practices are aligned with broader societal objectives.
The Policy directives cover the following elements:
*Applies to stock portfolios for funds managed by the Financial and proxies received from Private Management clients, the Policy implemented by our provider, Institutional Shareholder Services Inc (ISS) |
To learn more about responsible investment, investment products and returns, speak to your advisor.
