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Responsible investing

Photo of Doug Bell

Doug Bell

Vice President

“We care deeply about offering our clients a range of responsible investing options, so they can choose the level of engagement that's right for them.”

Environmental, social and governance (ESG) considerations are increasingly important to many people and organizations when making investment decisions. Responsible investing integrates these into the heart of the investment process and asset ownership policies and practices.

How can you benefit?

Even before we implement any level of responsible investing policies, you can be confident that at CC&L Private Capital we put your interests first, which means that we are committed to optimizing investment returns while taking into account the level of risk that you are comfortable with.

By investing in companies with sustainable business practices and robust corporate governance, clients are more likely to realize increased value and benefit the environment and society over the long term. This approach complements our investment strategies, which are rooted in rigorous research and transparency, and executed using disciplined investment and risk-management processes.

Therefore, where possible, we are committed to the following:

  • Better aligning our investment activities with the broader interests of the environment and society
  • Advocating for greater attention to ESG issues
  • Supporting and maintaining the integrity of financial markets
  • Making it easier for clients to understand how ESG principles factor into our investment analysis and decision-making processes

Responsible investing in practice

All of our clients have access to customized investment portfolios with the approach to responsible investing that is right for them. We will work with you to clearly define your desired degree of ESG engagement. There are four broad categories of ESG engagement:

1. CC&L Private Capital working for clients

We are bound to act as a good corporate citizen on behalf of all our clients. We demonstrate this capability through our membership of the Responsible Investment Association, and also by being a proud signatory to the United Nations-supported Principles for Responsible Investment (PRI).

2. Screening investments

For over a decade, our clients have benefitted from our close working relationship with Sustainalytics, an independent ESG and corporate governance research, ratings and analysis firm supporting investors around the world with the development and implementation of responsible investment strategies.

  1. Companies with a record of major ESG controversies can be excluded
  2. Companies involved in prohibited activities can be excluded, e.g. military contracting or tobacco production
  3. A Best-of-Sector approach is used, ensuring companies that are best in class on ESG-related issues are included and those that consistently rank at the bottom of their peer group are excluded

You have the opportunity to invest in our Private Client Socially Responsible Canadian Equity Portfolio and our Private Client Socially Responsible International Equity Portfolio. We also provide responsible investing solutions in US equities and fixed income.

3. Positive assets

You may choose to invest in assets that can have a positive impact on society or the environment, such as private infrastructure and commercial real estate. Our infrastructure team has expertise in investing in renewable energy assets, including solar- and hydro-energy production facilities. Our commercial real estate team aims to invest in buildings that are best in class for energy efficiency and urban friendliness.

4. Positive engagement

For clients that wish to take a more active approach to ESG engagement, we can introduce them to the Shareholder Association for Research and Education (SHARE). SHARE helps small- to medium-sized investors become active owners of their investments by talking on their behalf to the companies they invest in about important ESG issues.

Principles for Responsible Investment website
Responsible Investment Association website
Sustainalytics webiste
Shareholder Association for Research & Education website
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