Below is the October 2009 SIO newsletter.
News
Conference Board of Canada releases Carbon Disclosure Project Report 2009 / Rapport du Carbon Disclosure Project 2009
Canada's largest public companies are paying more attention to carbon management. Canada in the middle of the pack in many areas, but Canadian companies rank below global average in terms of perception of carbon regulation as an opportunity, rather than a risk.
For more information, click here.
Ce rapport présente les mesures prises par les grandes sociétés canadiennes des secteurs à fortes et à faibles émissions de GES pour se préparer pour un monde sous contrainte carbone.
Pour plus d'informations, cliquez ici.
Industrial Alliance to enter socially responsible investing marketplace through a long-term strategic relationship with Vancity
Vancity will retain its unique SRI investment approach through sub-advisor relationship
For more information, click here.
Reports / Rapports
Ethical Funds: Sustainable Investing Update / Fonds Éthiques : Les derniers développements en investissement durable
The October 2009 edition is available here.
L'édition d'octobre 2009 est disponible ici.
Northwest & Ethical Investments L.P. - Shareholder Action Focus List 2010 / Placements Nordouest & Ethiques S.E.C. - Liste focus 2010 - Programme d'engagement des actionnaires
Focus List 2010
Liste focus 2010
Desjardins Group releases its 2008 Social Reponsibility and Co-operative Report
This report highlights the close ties between Desjardins Group's co-operative nature and the way it practices social responsibility.
Rapport de responsabilité sociale et coopératif 2008
The Report
Inhance Insight #26 / MacInnes' Q3 Market Commentary
The October edition is available here.
Mercer publishes Issue 13 of Responsible Investment Update
This is a global review highlighting important new resources and reports about integrating environmental, social and corporate governance (ESG) considerations into investment decision-making processes.
The Update
Dexia publishes quarterly reports
Micro-Credit Fund Quarterly Report
Sustainable North America Quarterly Report
F&C Governance & Sustainable Investments update
The October update is available here.
EIRIS report reveals North American Companies catching up on climate change
A new report from EIRIS finds that reporting and short-term reduction targets are comparable to global peers, but that North American companies lag in third-party vertification and linking executive compensation to emissions reduction.
For more information, click here.
The Corporate Library: Annual review of corporate governance risk at TSX 60 companies
Twenty Percent of Large Canadian Companies Present Serious Corporate Governance Risk to Investors, according to the review.
For more information, click here.
Investment Executive TV's 12-part video series on socially responsible investing
Part 11: SRI scores a big win with Say on Pay Gary Hawton, CEO of Meritas Mutual Funds, and Stephen Griggs, executive director of the Canadian Coalition for Good Governance, discuss how some of Canada's major public companies have agreed to shareholder advice on executive compensation, and its potential impact on pay globally. Meritas championed the so-called, "Say on Pay" issue for the SRI industry. Griggs spoke in Toronto at the TMX Media Centre. Hawton spoke in Kitchener, Ont.
Links to the other videos in the series:
Part 10: Social values victories are sometimes works in progress
Part 9: Four environmental victories for the SRI industry
Part 8: Screening to promote shareholder activism
Part 7: Clients arrive to SRI with negative screens first
Part 6: SRI underperformance myth put to rest long ago
Part 5: SRI Industry challenges KYC reforms
Part 4: SRI advisor puts focus on client values
Part 3: SRI clients not only aging hippies
Part 2: Manufacturers winning distribution
Part 1: Investors and advisors turn to SRI
Events
MaRS: Impact Investing: Building Prosperity Outside the Mainstream, November 6 in Toronto
How can market forces be used to solve social challenges in Canada? You are invited to a discussion with Rt. Hon. Paul Martin and Mr. Bill Young, moderated by John Tory, examining the impact social purpose businesses are having on social and environmental change in Canada.
Details are available here.
Toronto SRI Professionals: First Meet-Up, Wed. November 11, Toronto, with guest speaker Gary Hawton discussing Executive Compensation and Say on Pay
This is a new group started by Sucheta Rajagopal for people involved in social responsibility - SRI, CSR, sustainability, green business and investing, etc.
Details are available here
SIO Café AIR
Here is what's percolating at the SIO!
This section showcases some of what we're working on at the SIO.
SIO Annual General Meeting
All members of the SIO and the general public are invited to attend the 2009 Annual General Meeting of the SIO. The meeting will be held:
Wed., November 25
Studio C
Hyatt Regency Toronto
370 King St. (King, west of John St.)
Toronto
light breakfast at 8:30am
meeting 9am - 10:30am
This year's meeting features a progress report on SIO's Three-Year Workplan, including new initiatives concerning advisor education, foundations and endowments and pension plans.
As well, the Board will present the second and final phase of its proposed bylaw amendments to modernize SIO's bylaws. This will enable SIO to open board nominations and implement a proxy voting procedure for all members in time for the next interim annual general meeting, scheduled for June 2010. The date of the annual meeting is being changed from November to June because of the upcoming change in our fiscal year, as approved by the Board of Directors.
AGENDA
1. Welcome and announcements
2. Agenda
3. Minutes of the 2008 Meeting
4. President's Report
5. Treasurer's Report
Audited Financial Statements for 2008-09
Motion to approve
Motion to appoint auditor for the interim six-month reporting period, July 1, 2009 to Dec 31, 2010
6. Board candidates for 2010
7. Election of Board members for 2010
8. Executive Director's Report
Review of the Three Year Growth Plan, comments and discussion
9. Proposed amendments to SIO's Bylaws
The annual report will be available in advance of the meeting. The meeting package, including the minutes of the last meeting, will be available on Nov. 25.
To RSVP, please send an email to Sarah Thomson, Membership and Communications Coordinator, at thomson@socialinvestment.ca
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