Latest Publications

We regularly release investor briefs, proxy voting reports, policy positions and more, building our library of responsible investment resources.
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.

Valoriser le travail décent: un guide pour les investisseurs

Ce guide est un produit de l’INITIATIVE VALORISER LE TRAVAIL DÉCENT, une initiative conjointe de SHARE et de l’Atkinson Foundation. Nous augmentons la visibilité du travail décent comme facteur d’investissement important dans les marchés de capitaux et nous mobilisons les investisseurs dans la défense de politiques et de bonnes pratiques de travail décent dans les sociétés émettrices.

Fiduciary Duty in the 21st Century: Canadian pension regulation analysis – Alberta

This report, co-published by SHARE and the UNPRI, provides an international analysis of pension regulation to support the Alberta Treasury Board and Finance (ATBF) in updating regulation and guidance on environmental, social and governance (ESG) disclosure. The report demonstrates how ESG disclosure requirements, if enacted in Alberta, would support the government’s stated policy priorities.

Canada’s lobbyist registries: What can they tell investors about corporate lobbying?

This briefing note rates federal and provincial lobbyist registries against a series of transparency measures in order to determine how effective current public registries are in providing disclosure of corporate lobbying. It includes five key recommendations to enhance the transparency and usefulness of lobbyist registries in Canada.

ISSUE BRIEFS

SHARE regularly publishes research reports, case studies and investor briefs based on our environmental, social and governance issue areas.

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.

Fiduciary Duty in the 21st Century: Canadian pension regulation analysis – Alberta

This report, co-published by SHARE and the UNPRI, provides an international analysis of pension regulation to support the Alberta Treasury Board and Finance (ATBF) in updating regulation and guidance on environmental, social and governance (ESG) disclosure. The report demonstrates how ESG disclosure requirements, if enacted in Alberta, would support the government’s stated policy priorities.

Canada’s lobbyist registries: What can they tell investors about corporate lobbying?

This briefing note rates federal and provincial lobbyist registries against a series of transparency measures in order to determine how effective current public registries are in providing disclosure of corporate lobbying. It includes five key recommendations to enhance the transparency and usefulness of lobbyist registries in Canada.

Is Canadian trade association lobbying aligned with Canada’s Paris Agreement commitments?

This briefing note examines arguments made by over 20 Canadian trade associations representing publicly-traded companies that actively lobby on climate change issues, and provides a set of questions that member companies and their shareholders can raise to ensure greater clarity as the climate policy debate continues.

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.

2017 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.

2017 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 Minister of Environment and Climate Change Canada

SHARE, the Interfaith Center on Corporate Responsibility (ICCR) and Ceres Investor Network on Climate Risks and Sustainability (INCR) wrote a joint statement to The Honorable Catherine McKenna MP to express support for strengthening regulations that would reduce the release of methane and certain volatile organic compounds (VOCs) from the upstream oil and gas sector.

Submission from SHARE and Addenda Capital  to the Canadian Securities Administrators’ Climate Change Disclosure Review Project

SHARE and Addenda Capital wrote to the CSA to provide input into their consultation on climate change disclosures. Comments included ways in which investors are using climate-related disclosures as well as what is needed to better assess and mitigate climate-related risks in investment portfolios.

Submission to the Ontario Securities Commission’s 2017-18 Draft Statement of Priorities

SHARE wrote to Ontario Securities Commission (OSC) to comment on its annual priorities, asking that it initiate a market-wide consultation on the practicality of requiring issuers to adopt advisory “say on pay” votes.

Submission to the House Financial Services Committee

SHARE wrote to the US House Financial Services Committee about the draft legislation for the Financial Choice Act asking the committee to reject the seriously flawed anti-investor provisions. The bill aims to revoke various financial sector reforms introduced under the Dodd Frank act after the 2008 financial crisis.

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.

SHARE Rapport Annuel 2016

Le rapport annuel de SHARE discute nos activités et nos réalisations en 2016. Le rapport met en lumière notre travail dans les domaines du changement climatique, de la surveillance et divulgation des dépenses politiques, du travail décent et de la création des marchés financiers durables.

SHARE Annual Report 2016

SHARE’s organization-wide annual report outlines our activities and achievements over 2016. The report highlights our work in the areas of climate change, political spending, decent work and building sustainable capital markets.

Shareholder Engagement Plan Snapshot 2017

This snapshot of our shareholder engagement plan provides our broader stakeholders a picture of what SHARE will be up to in 2017.

Aperçu du plan d’engagement actionnarial 2017

Cet aperçu de notre plan d’engagement actionnarial fournit à nos parties prenantes un survol du travail de SHARE au courant de 2017.