Who are we?
The Sustainable Investor offers Responsible Investment Consulting Services to Trustees of Pension and Endowment Funds, Asset Managers and Institutional Investors.
Our experience lays in consulting with Trustees and Asset Managers in order to :
i) Offer consulting services to Trustees of Pension and Endowment funds on the procedures and steps required to fulfill the Statement of Investment Policies and Procedures (SIPP) required by the Government of Ontario (See In the News)
ii) Offer consulting services on the business options, changes, challenges and rewards of adopting an investment framework which better incorporates Environmental, Social and Governance (ESG) Issues. Services are based on past experiences with the UNPRI and various Canadian Asset Managers and Universities.
iii) Work with Asset Managers to develop Responsible or Sustainable Investment Funds. This involves the development of a portfolio construction methodology, including positive or negative screening approaches, active managment or indexing, shareholder engagement methods and procedures for the insourcing or outsourcing of proxy voting
iv) Develop proper benchmarks for Responsible/Sustainable Investment Funds, and sourcing appropriate resources for adequate integration of ESG factors
Email us for more information on how we can help you meet your investment needs.
We also have a book released which provides the landscape, the opportunities and the challenges of Investing Sustainably. Click here to order an advanced copy of the book, The Sustainable Investor.
Contact Us
For more information on the services The Sustainable Investor can provide to your organization please contact John Maiorano at:
info@TheSustainableInvestor.com
Toronto, ON, Canada
In the News
Ontario Wants Disclosure on Sustainability
On March 30th, 2011, the province of Ontario announced it will become the first country to oblige its pension plans to publish a Statement of Investment Policies and Procedures (SIPP) and publicly state whether the SIPP takes ESG (Environmental, Social and Governance) Issues into account. The Ontario Ministry of Finance published the following statement :
"The [Ontario] government proposes to require plans to file Statements of Investment Policies and Procedures (SIPPs) with the regulator and disclose whether or not their SIPPs address enviornmental, social or governance factors"
Email us for more information on how we can help you meet your investment needs.