Annual Report 2018
Read SHARE’s 2018 Annual Report to learn about the activities and achievements related to our responsible investment services, educational events and research.
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.
Public consultation on the supervisory guidelines on the integration of ESG factors in the investment and risk management of pension funds
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.
2019 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.
ISSUE BRIEFS
SHARE regularly publishes research reports, case studies and investor briefs based on our environmental, social and governance issue areas.
Climate voting by large Canadian investors 2016-2017
This study was commissioned by the Commonwealth Climate Law Initiative to catalog and describe climate-related shareholder proposals, climate voting records of major Canadian institutional investors, and climate change engagement activity.
Valuing Decent Work: How do Canadian consumer goods manufacturing companies measure up?
This report analyzes the public reporting of ten consumer manufacturing companies in five areas of workforce management that are important to investors.
Trustee Guidance on Decent Work
This guide is for trustees and staff of institutional investment funds who are interested in integrating decent work considerations into their investment and stewardship policies and practices.
Aligning Compensation: An investor brief on fair pay and income inequality
More attention needs to be paid to ensuring corporations recognize and reward the value provided by rest of the workforce. This report looks at ways to elevate the place of the workforce within listed corporations so that boards, executives and investors begin to value decent work.
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.
2019 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.
2019 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.
POLICY POSITIONS
SHARE regularly submits recommendations to regulators and policy-makers regarding environmental, social and governance considerations in the financial sector.
Letter to the Canadian federal government on retirement security enhancement
Following discussions with Innovation, Science and Economic Development (ISED) Canada and Finance Canada, SHARE wrote a follow-up letter proposing extending clawback provisions to allow the recovery of company dividends, executive compensation and other extraordinary payments made, in order to protect workers’ retirement savings in light of insolvencies.
SHARE offers comments and recommendations regarding Ontario’s proposed Cap and Trade Cancellation Act. As long-term institutional investors, SHARE and our clients are taking action to address climate risks and opportunities in our portfolios and seeking ways to shift capital towards the low-carbon transition.
Investor Statement on Supply Chain Modern Slavery Legislation in Canada
SHARE, the Church Investors Group (UK), the Interfaith Center on Corporate Responsibility (ICCR, US) and the Church of Sweden (Sweden) coordinated a statement signed by a group of global investor institutions with $2.3 trillion CAD in assets under management urging the Government of Canada to enact effective legislation to help investors and Canadian companies identify and address the use of modern slavery and child labour in global supply chains.
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.
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.
Climate Change and the Fiduciary Duties of Pension Fund 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.
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.
The Promotion of Active Shareholdership for Corporate Social Responsibility in Canada
This report provides a feasibility study on how to facilitate the growth of shareholder activism in Canada as part of the larger socially responsible investment movement.
SHARE ANNUAL REPORTS
SHARE produces annual reports that cover services provided organization-wide, including shareholder engagement, proxy voting and investor edcuation.
Read SHARE’s 2018 Annual Report to learn about the activities and achievements related to our responsible investment services, educational events and research.
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.
Voir notre rapport annuel qui décrit nos efforts et nos réalisations en 2017 pour réaliser notre vision d’une économie plus durable, inclusive et productive.
2018 Shareholder Engagement Snapshot
Take a look at SHARE’s engagement plan for 2018 including the key themes that we will be engaging with Canadian companies on and the impacts that we aim to achieve.
