Affiliations and Memberships

UTAM believes that there is strength in numbers and that by joining together with other like-minded investors we can achieve together what might not be possible individually. The list below shows the external organizations supporting advocacy and collaboration to which we currently belong.

UTAM has also worked with the University’s Responsible Investing Committee since its inception in 2009. This committee discusses and expresses opinions on principles related to responsible investing and has been a helpful sounding board to the University and UTAM.

CCGG

Year Joined: 2008

The CCGG is the pre-eminent corporate governance organization in Canada and is uniquely positioned to erect change as the voice of Canadian institutional shareholders. Representing the interests of institutional investors, CCGG promotes good governance practices in Canadian public companies and the improvement of the regulatory environment to best align the interests of boards and management with those of their shareholders, and to promote the efficiency and effectiveness of the Canadian capital markets.

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CDP

Year Joined: 2016

Formerly known as the Carbon Disclosure Project, CDP is a non-pro t organization that runs the global disclosure system that enables companies, cities, states and regions to measure and manage their environmental impacts. CDP has built the most comprehensive collection of self- reported environmental data in the world. Over 5,600 companies responded to CDP’s climate change, water, forests and supply chain questionnaire in 2016.

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ILPA

Year Joined: 2002

The ILPA is a member-driven organization dedicated exclusively to advancing the interests of private equity investors through education programs, independent research, best practices, networking opportunities and global collaborations. UTAM has endorsed ILPA’s Private Equity Principles that state that private equity managers should provide investors with portfolio company and fund information on material risks including “Extra- nancial risks, including environmental, social and corporate governance risks”.

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Pension Investment Association of Canada

Year Joined: 2004

The Pension Investment Association of Canada has been the national voice for Canadian private and public pension funds since 1977 in matters related to pension investment and governance. PIAC evaluates and promotes sound pension and corporate governance standards and practices.

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Principles for Responsible Investment

Year Joined: 2016

The UN supported Principles for Responsible Investment (PRI) works to understand the investment implications of environmental, social and governance (ESG) factors and to support its international network of investor signatories in incorporating these factors into their investment and ownership decisions. The PRI acts in the long-term interests of its signatories, of the nancial markets and economies in which they operate and ultimately of the environment and society as a whole.

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Responsible Investment Association

Year Joined: 2016

The Responsible Investment Association is Canada’s membership association for Responsible Investment (RI). Members believe that the integration of environmental, social and governance (ESG) factors into the selection and management of investments can provide superior risk adjusted returns and positive societal impact.

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