A Proud Responsible Investor

As a long-term investor, responsible investing is an essential part of who we are and what we do. It’s also important to our clients. Our primary mandate is to grow and protect the value of our clients’ funds. Assessing and managing investment risk is an integral part of how we meet our responsibility.

Our clients share our belief that companies that employ robust environmental, social, and governance (ESG) practices are better positioned to generate long-term value than similar companies with less-favourable practices. When investors take ESG matters into account, they can better understand, manage, and mitigate risks associated with long-term investments.

As a long-term investor, BCI brings more than capital to the companies in our portfolios. Responsible investing is integrated into our investment analysis and decision-making processes. Once invested, we’re active owners. Our investment outlook, combined with our philosophy of active ownership, allows for the alignment of interests with the companies in which we invest – this alignment is an essential part of responsible investing. We consider good corporate governance to be the over-arching framework for effective company management.

We are guided by our Responsible Investing Principles.

Integration

We integrate climate considerations and ESG factors into our investment analysis and decision-making. These are part of our due diligence and research; and it extends to our post-investment analysis. As responsible investing evolves, we’ll continuously learn from our own practices and experiences.

Active Ownership

Where appropriate, we use our influence to encourage companies to manage and report on risks and enhance practices. Active ownership provides alignment of our interests through activities such as proxy voting, engagement with publicly traded companies, and board representation on privately-held companies.

Active Participation

With the expectation that our efforts will lead to greater stability and integrity within the markets, we focus on submissions to regulatory bodies, participate in PRI committees, and work with like-minded investors and other organizations to address systemic risks, as well as improve the investment environment for all investors.