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How we incorporate ESG

Aligned to the values of our investors

Our Commitment to ESG 


 

We consider Environmental, Social and Governance (“ESG”) factors when making investment decisions for all the strategies we manage. When we include these factors alongside traditional financial metrics, we are able to think more broadly about risk, and make more prudent investment decisions. In other words, it is in the best interests of our clients to integrate ESG into our process.

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Through our in-depth credit research, RPIA is in regular communication with the management teams of the issuers in which we invest. We use this platform as a way to champion ESG analysis, discussing with companies the importance of ESG-related disclosures and the risks that we see from an ESG perspective.

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“There are three very simple reasons why we take ESG seriously - to minimize risk, to improve the quality of our returns, and to fulfill our duty to our investors” – Mike Quinn, Principal & Senior Advisor    

We have also partnered with an institutional investor to design a strategy that targets specific ESG outcomes and in this case, an Environmental outcome. This strategy aims to outperform the relevant benchmark while avoiding certain industry sectors and having a lower carbon intensity. We will continue to partner with our clients to develop innovative investment solutions that help them achieve the ESG outcomes that they care most about.

To demonstrate and formalize our commitment to ESG, RPIA became a signatory to UN Principles for Responsible Investment in August 2018. This solidified our commitment to incorporate ESG factors in our investment process, to engage bond issuers on ESG matters, and to advance ESG through peer collaboration and public action.
Download our ESG Policy

Read our 2021 Sustainability Report

Market Insights

Leveraging diversity and promoting inclusion

A culture of inclusion is key to retaining talent in this competitive job market and several studies have persuasively argued that diversity in a team leads to better performance. Many firms are proactively looking to broaden the diversity of their teams with this goal in mind. In this article, we revisit why inclusion matters and suggest ways for managers to foster more inclusive environments.
Understanding the incoming wave of female investors

For years, businesses have been discussing the changes in consumer behaviour as younger generations become decision-makers; the same is true for wealth and investment management. We are in the midst of the largest wealth transfer in history – by 2030, American women will likely control $30 trillion of inherited financial assets from baby boomers. What does this mean for those helping families manage their wealth?
Introducing RP Broad Corporate Bond (Fossil Fuel Exclusion)

We are pleased to announce the launch of our new strategy, RP Broad Corporate Bond (Fossil Fuel Exclusion), designed in partnership with our client, University of Toronto Asset Management (UTAM), and in collaboration with FTSE Russell. Learn more about the strategy and how the first-of-its-kind screening approach was developed!
The Maturing of ESG Debt Markets

In the past few years, we've seen ESG-labeled bonds benefiting from a cost advantage that became known as the "greenium." As the ESG bond market has grown, we've noticed this "greenium" fade as the market matures and the advantages ESG bond issuers once had becomes tied to the ambition of their projects, not just the label of their bond.