Investors for Affordable Cities: Responsible investment and affordable rental housing in Canada
As the housing crisis deepens, the growing presence of institutional investors in the rental real estate market – a phenomena often referred to as the financialization of housing – is coming under scrutiny. Housing affordability is an issue that investors must address in their portfolios.
Business and Reconciliation: An Update Exploring the Performance of Public Companies in Canada
The report reviews company disclosures using a broad set of indicators to measure progress in advancing reconciliation since the release of a benchmark report in 2017. This research suggests that corporate Canada is slow to recognize the value of tracking and reporting on Indigenous relations and reconciliation.
2021 Shareholder Engagement Snapshot
SHARE’s engagement service helps institutional investors become active owners by facilitating constructive shareholder dialogues with companies on key environmental, social and corporate governance (ESG) issues.
Climate Lobbying in the Canadian Energy Sector: Investor Benchmark of Oversight and Disclosure
This report analyzes 22 companies listed in the S&P/TSX Capped Energy Index (TTEN) on their climate lobbying disclosure and found that all have participated in lobbying activities, while none have disclosed their overall spending.
ISSUE BRIEFS
SHARE regularly publishes research reports, case studies and investor briefs based on our environmental, social and governance issue areas.
Business and Reconciliation: An Update Exploring the Performance of Public Companies in Canada
This report reviews company disclosures using a broad set of indicators to measure progress in advancing reconciliation since the release of a benchmark report in 2017.
Climate Lobbying in the Canadian Energy Sector: Investor Benchmark of Oversight and Disclosure
This report analyzes 22 companies listed in the S&P/TSX Capped Energy Index (TTEN) on their climate lobbying disclosure and found that all have participated in lobbying activities, while none have disclosed their overall spending.
This investor brief outlines the types of indirect exposure to Indigenous rights concerns as well as key questions investors can ask about due diligence for independently-managed operations.
Canada’s oil sands tailings reclamation: an unfunded liability?
This investor brief examines how reclamation liabilities have the potential to impact expenditures, the value of assets, access to capital, and overall financial condition of companies.
SHARE ANNUAL REPORTS
SHARE produces annual reports that cover services provided organization-wide, including shareholder engagement, proxy voting and investor edcuation.
2021 Shareholder Engagement Snapshot
Take a look at SHARE’s engagement plan for 2021, including the key themes that we will be engaging with Canadian companies on and the impacts that we aim to achieve.
Read SHARE’s 2018 Annual Report to learn about the activities and achievements related to our responsible investment services, educational events and research.
SHARE Aperçu de L’engagement 2021
Le service d’intendance de SHARE aide les investisseurs institutionnels à devenir des propriétaires actifs en facilitant des dialogues constructifs entre les actionnaires et les entreprises sur les principales questions environnementales, sociales et de gouvernance d’entreprise (ESG).
2019 Shareholder Engagement Snapshot
SHARE’s engagement service helps institutional investors become active owners by facilitating constructive shareholder dialogues with companies on key environmental, social and corporate governance (ESG) issues.
POLICY POSITIONS
SHARE regularly submits recommendations to regulators and policy-makers regarding environmental, social and governance considerations in the financial sector.
Comments on the Ontario Security Commissioner’s 2019-20 Draft Statement of Priorities
SHARE offers comments and recommendations regarding the OSC’s Draft Statement of Priorities on promoting confidence in Ontario’s capital markets, reducing regulatory burden and strengthening our organizational foundation.
Public consultation on the Pay Transparency Act for the Ontario Ministry of Labour on May 1, 2019
SHARE believes there is a clear business case for addressing the gender pay gap and recommends the Government look to other jurisdictions that have already implemented gender pay gap reporting for experience in designing effective and reasonable regulations.
Letter to US SEC about Rule 14a-8 Proposed Changes and Proxy Rules for Proxy Voting Advice
SHARE commented on the rules proposed by the Securities and Exchange Commission (SEC) on November 5th, 2019. Both proposals are arbitrary, costly, counter-productive and detrimental to the workings of capital markets and the private ordering of shareholder and
management relationships.
SHARE responded to a consultation by the International Organisation of Pension Supervisors (IOPS) on the supervisory guidelines on the integration of ESG factors in the investment and risk management of pension funds.
EDUCATIONAL RESOURCES
SHARE publishes educational tools to help institutional investors learn more about responsible investment and how to integrate environmental, social and governance considerations into their investment practices.
Advancing Reconciliation in Canada: a Guide for Investors
We hope this guide helps investment organizations across Canada to think about the role that they can play to advance reconciliation by providing tangible steps and case studies.
Trustee Guidance on Decent Work
This guide is a product of the VALUING DECENT WORK INITIATIVE – a joint initiative of SHARE and the Atkinson Foundation. We are increasing the visibility of decent work as an important investment consideration in capital markets and mobilizing investors to advocate for robust decent work policies and practices in investee companies.
Moving Capital, Shifting Power
CCAB and SHARE have identified opportunities for investment organizations to contribute to economic reconciliation and the development of Indigenous training, employment, contracting and advancement opportunities, as well as direct investment in Indigenous-owned businesses.
Responsible Investment Toolkit: Putting responsible investment into practice
A great place to start learning about responsible investment. The toolkit defines responsible investment and looks at various implementation strategies that are available to institutional investors.
PROXY VOTING REPORTS
SHARE’s Model Proxy Voting Guidelines are updated annually to ensure up-to-date guidance on corporate governance, environmental and social issues emerging on company proxy ballots.
2020 SHARE Model Proxy Voting Guidelines
SHARE provides a comprehensive set of proxy voting guidelines for institutional investors. Our guidelines incorporate conventions and guidelines from international bodies such as the UN, the OECD and the ILO.
2020 Lignes directrices sur le vote par procuration
Le principe global de l’interprétation et l’application de ces lignes directrices est de suivre une démarche qui servira au mieux les intérêts des participants du régime et des bénéficiaires.
Voting for Value: Key vote report
This report takes a look back at twenty noteworthy Canadian proxy votes that mattered in 2015. It revisits votes at seventeen companies in the S&P/TSX Composite Index that raised important ESG issues.
L’importance du vote des investisseurs
Ce rapport analyse vingt votes par procuration marquants de 2015 sélectionnés parmidix-
sept sociétés canadiennes cotées sur l´indice composé S&P/TSX.
