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Canadian RI Fundamentals
Introduction
IMPORTANT Information About the Course
Course Material in PDF
Module I: Introduction to Responsible Investment (RI)
What is Responsible Investment?
History of Responsible Investment
Evolution of Responsible Investment
Global Initiatives
Module II: RI Strategies
Positive and Negative Screening
ESG Integration
Shareholder Engagement
Case Study: Enbridge Inc.
Sustainability Themed Investing
Impact Investing
Module III: RI in Action
ESG Issues
Research Methodology
Sample Research Reports
Case Study: Starbucks Corp.
Module IV: RI Funds
Asset Classes & Investment Vehicles
NEI Investments
Desjardins
IA Clarington Investments
AGF Investments
RBC Global Asset Management
BMO Global Asset Management
Encasa Financial
Foresters Financial
Mackenzie Investments
Investors Group
Other Product Manufacturers
Module V: RI Trends
Growth of the RI Market in Canada
Module VI: RI and Performance
RI Performance Myth
RI Performance Data
Social Indices
Module VII: Integrating RI Into Your Practice
The Market – Consumer Research
Practical Tips for Advisors
Final Exam
Exam Instructions
Take the Exam
After the Exam
Appendix: Supplementary Material
Glossary
IA Clarington Investments
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