< Priorities | Responsible Investing
Responsible Investing

Our mission for social and economic justice isn’t limited to grant making and advocacy. It also informs how we use our assets to promote positive social, environmental, and democratic change. We’re part of a growing movement of institutional investors who are aligning their money with their missions.

Responsible investment is an approach that aims to incorporate environmental, social and governance factors into investment decisions, with a long view to contributing to a more sustainable, inclusive and productive economy.

This means we scrutinize the companies we invest in, advocate as shareholders to influence certain behaviours that align with our mission and values, and collaborate to reshape the logic of capital markets. We also make mission-related investments such as Windmill Microlending.

For almost two decades, we’ve collaborated with the Shareholder Association for Research and Advocacy (SHARE). This relationship has generated creative collaborations such as the Canadian Capital Stewardship Network and the Reconciliation and Responsible Investing Initiative with the National Aboriginal Trust Officers Association (NATOA). To learn more, read about our philosophy, our journey and how we’ve benefited

Hear SHARE’s CEO Kevin Thomas, talk about mobilizing investors and companies around decent work back when he was SHARE’s Director of Shareholder Advocacy.

We’re also part of a coalition of 137 global institutional investors – with over $15 trillion in assets under management – that’s putting its muscle behind a demand that companies disclose more information on how they manage their global workforces. We’re the founding signatories of the Workforce Disclosure Initiative (WDI), a project devised and coordinated by ShareAction, funded by the UK’s Department for International Development (DfID), and led by SHARE in Canada.

Workforce Disclosure in 2019
Trends and Insights
Analysis of from the Workforce Disclosure in 2019 found that of the 118 participating companies share information on governance structures and metrics on permanent staff, but are reluctant to provide information on staff turnover, contingent workforces, or internal accountability mechanisms.
Valuing Decent Work
How to Canadian Consumer Goods Manufacturing Companies Measure Up?
Decent work isn’t just good for workers - it’s also good for company performance, in public and in the stock market. With increasing interest from investors on issues of decent work and transparency about working conditions, this 2018 report from SHARE examines how five big Canadian companies stack up to their international competition.
Improving the Quality of Jobs
Workforce Disclosure Initiative's Pilot Year Report
Analysis of the 2017 pilot year of the Workforce Disclosure Initiative reveals that most companies report having robust policies on issues like pay, diversity and recruitment practices. There were, however, far fewer disclosures on actions taken to implement these policies and how companies monitor the outcomes.
Valuing Decent Work in your Investments
A Guide for Investors
Institutional investors are increasingly considering the environmental, social and governance issues when making decisions about investments. This 2017 guide makes the case for valuing decent work and lays out the step-by-step process for institutional investors looking to deepen their commitments.