Educational Resources

2015

Integrating the Economy and the Environment: An Overview of Canadian Capital Markets
This paper provides an overview of the investment value chain and identifies some of the barriers to integrating sustainability into capital markets as well as opportunities to better align Canada’s financial system to the goals of building a resilient and robust economy while maintaining Canada’s natural capital and enhancing the prosperity of all Canadians.
October 2015

Climate Change and the Fiduciary Duties of Pension Trustees in Canada
SHARE commissioned Koskie Minsky LLP to prepare a report providing a legal perspective on Canadian pension trustees’ fiduciary duties in relation to the growing threat climate change poses to the value of their investments.
October 2015

2011

Active Ownership Tools for Faith Based Investors
Workshop report outlining different approaches to responsible investment.
December 2011

2010

Questions for Investment Managers on Facing the Financial Crisis
A list of questions trustees can ask their investment managers and related service providers regarding the impact of the financial crisis on their portfolios.
July 2010

2008

Responsible Investment Toolkit
This toolkit is designed to provide practical tools for pension funds, foundations and endowments interested in learning about responsible investment and incorporating responsible investment practices into their investment management.
August 2008

2002-2005

Active Shareholdership for Corporate Social Responsibility in Canada
Analysis and recommendations for how to grow responsible investment activism in Canada.
November 2005

Acting Like Owners: Proxy Voting, Corporate Engagement and the Fiduciary Responsibilities of Pension Trustees
Proxy Voting, Corporate Engagement, and the Fiduciary Responsibilities of Pension Trustees.
June 2005

A Flexible Approach for Changing Times
Fiduciary Duties, Investment Screening and Economically Targeted Investing
May 2005

Second Class Investors
The use and abuse of subordinated shares in Canada.
April 2004

Active Trustee Practices Guide
How to Incorporate Active Trustee Practices into Pension Plan Investment Policies
April 2002

Canadian Institutional Shareholder Activism
Can institutional shareholders deliver long-term value without regulatory reform?
February 2002