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Responsible Investing Our approach to Responsible Investing
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Collaborate

 
 
 
 
 
 
 
 
 
 
 
 
 

ResponsibleInvesting-Banner-Colloaborate

CC&L collaborates with other like-minded organizations as part of our engagement and stewardship activities. This may arise through participation in affiliations such as those listed below, or may transpire through ad-hoc initiatives where our involvement is limited to a single collaboration.

CC&L is an advocate of good governance practices globally and is pleased to be a founding member of the Canadian Coalition for Good Governance (CCGG), whose members manage approximately $4 trillion in combined assets. CC&L’s President and CIO, Martin Gerber, is a member of the CCGG Board of Directors. The purpose of the coalition is to provide a cohesive voice on behalf of investors on corporate governance issues related to Canadian public issuers. The coalition makes its policies public to assist all investors in making informed decisions surrounding the issues related to typical proxy items.

In addition to our active involvement in the CCGG, a senior member of our Client Solutions team is Chair of the Vancouver Responsible Investment Working Group. This group, established in 2016, to provide a forum for the exchange of ideas, best practices, and education relating to ESG investment considerations.

In July 2019, CC&L became a supporter of the International Corporate Governance Network (ICGN) through our affiliation with CC&L Financial Group. This membership complements CC&L’s active involvement in the CCGG.

Examples of collaborative initiatives:

In 2016, the firm’s first full year as a signatory to the UN-backed Principles for Responsible Investment (PRI), CC&L signed on to a UN PRI collaborative initiative, the Statement on ESG in Credit Ratings and Analysis, encouraging the credit rating agencies to formally integrate ESG factors into their credit ratings. The intent is to help ensure ESG risks are appropriately addressed in issuer creditworthiness assessments, which will increase investor confidence in the quality and utility of those ratings.

In 2017, CC&L endorsed CCGG’s proposed amendments to the Canada Business Corporations Act as set out in Bill C-25, namely, adding majority voting for directors, annual individual elections of directors and diversity disclosure.

In 2019, CC&L added its name in support of the Investor Statement to Support the UN Women’s Empowerment Principles. This Statement was distributed to a large set of global issuers, starting with the constituents of the MSCI World Index.

In January 2020, CC&L signed a letter put forward by the PRI and sent to the SEC voicing concern with proposed rule changes related to proxy voting. The proposed changes would make it meaningfully more difficult for shareholders to put forward shareholder proposals and would hinder the independence and timeliness of proxy advisor recommendations, such as those CC&L utilizes from Institutional Shareholder Services (ISS).

In September 2020 CC&L signed on to the Responsible Investment Association’s (RIA) Canadian Investor Statement on Diversity & Inclusion. The Statement acknowledges the existence of systemic racism and it's impacts on Black and Indigenous communities and People of Colour in Canada and globally and asks Canadian public companies to endeavor to increase transparency, adopt policies and expand and disclose organizational efforts to address barriers to diversity and inclusion.

Contact us

Vancouver

604-685-2020

Toronto

416-862-2020

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