News
UTAM improves overall scores in 2024 PRI assessment
February 11, 2025
The recently released results of UTAM’s PRI assessment show our continued commitment to responsible investing, sustainability and transparency. Once again, in assessment topics applicable to UTAM, we have scored higher than the median rating for our…
UTAM signs 2024 Global Investor Statement to Governments on the Climate Crisis
January 17, 2025
Every year since 2017, UTAM has joined other investors in signing the Global Investor Statement to Governments on the Climate Crisis. The statement calls on governments to raise their climate…
An Enduring Commitment: UTAM’s 2023 Integrated Annual Report
June 18, 2024
UTAM is pleased to announce the release of our 2023 Integrated Annual Report. This report to stakeholders details the performance of the Endowment and short-term working capital pool investments…
UTAM maintains excellent scores in PRI Assessment
June 18, 2024
Since becoming a signatory to the United Nations–supported Principles for Responsible Investment (PRI) in 2016, UTAM has consistently scored higher than the median PRI asset-owner signatory in all…
Gold rating for U of T in new Endowment Impact Benchmark
May 14, 2024
UTAM is pleased to report that the University of Toronto Endowment rated Gold (the second-highest rating level) in the 2023 pilot to test the Endowment Impact Benchmark (EIB). The EIB is a new…
Together: UTAM’s 2022 Integrated Annual Report embraces the shift to integrated reporting
May 15, 2023
UTAM is pleased to announce the publication of our 2022 Integrated Annual Report, titled Together. This report integrates our regular annual review of UTAM’s investment activities, governance, risk…
UTAM signs 2022 Global Investor Statement to Governments on the Climate Crisis
November 9, 2022
UTAM joins more than 600 investors worldwide, representing almost USD $42 trillion in assets under management, in signing the 2022 Global Investor Statement to Governments on the Climate Crisis. To…
UTAM’s 2021 Responsible Investing Report; ICGN Global Stewardship Disclosure Award shortlist
October 31, 2022
Advancing Sustainability: 2021 Responsible Investing Report We’re pleased to announce the release of our 2021 Responsible Investing Report, titled Advancing Sustainability. As the title suggests, the…
Lisa Becker, UTAM’s COO, appointed to Canadian Coalition for Good Governance’s Environmental and Social Committee
July 21, 2022
UTAM is pleased to announce that Lisa Becker, UTAM’s Chief Operating Officer, has been appointed to the Environmental and Social Committee of the Canadian Coalition for Good Governance (CCGG). The…
UTAM Seeds a New RPIA Fossil Fuel Free Strategy
July 14, 2022
Toronto-based asset management firm RPIA, in collaboration with UTAM, has launched a new, actively managed credit strategy that excludes fossil fuel exposure from the portfolio. The University of…
Investing in Tomorrow: UTAM’s 2021 Annual Report
June 29, 2022
UTAM’s 2021 Annual Report to stakeholders details the performance of the Endowment and short-term working capital investments managed on behalf of the University of Toronto, along with other…
UTAM Renews Support for CDP’s Science-Based Targets Campaign
June 20, 2022
For the third year running, UTAM is a signatory to CDP’s Science-Based Targets Campaign. The campaign coordinates global asset owners and major corporate buyers to call on companies to set…
EOS 2021 Annual Review and UTAM’s Engagement Highlights
June 10, 2022
Since 2019, UTAM has partnered with EOS at Federated Hermes, a specialized provider of global corporate engagement services, to undertake engagement activities representing the combined influence of…
PIAC survey shows responsible investing has momentum, says UTAM’s Lu Yao
February 14, 2022
Every three years, the Pension Investment Association of Canada (PIAC) surveys its member institutions to gauge approaches to responsible investment and stewardship. The latest Responsible Investment…
University of Toronto Divesting $4 Billion Endowment from Fossil Fuel Investments, Commits to Net Zero Carbon Emissions by 2050
October 27, 2021
U of T is world’s first university to join UN-convened Net-Zero Asset Owner Alliance: University of Toronto President Meric S. Gertler announced today that the University will divest its $4.0 billion…
UTAM Signs Canadian Investor Statement on Climate Change
October 25, 2021
UTAM joins more than 35 other institutional investors, managing a total of more than $5.5 trillion in assets, in signing a new Canadian Investor Statement on Climate Change, released today.…
UTAM is a Founding Participant of Climate Engagement Canada
October 14, 2021
We’re pleased to announce that UTAM is a Founding Participant of Climate Engagement Canada (CEC), a finance-led initiative that aims to drive dialogue between the financial community and Canadian…
Publication of 2021 PRI Assessment Reports Delayed
October 6, 2021
UTAM is a signatory, on behalf of the University of Toronto, to the United Nations–supported Principles for Responsible Investment (PRI), a set of commitments adopted by institutional investors…
UTAM Shortlisted for ICGN’s 2021 Global Stewardship Awards
July 28, 2021
UTAM is pleased to announce that we have been shortlisted for an International Corporate Governance Network (ICGN) Global Stewardship Award for the second year in a row. UTAM is one of five…
A message from Chuck O’Reilly, President and Chief Investment Officer
July 26, 2021
I'm very pleased to address UTAM’s stakeholders for the first time as President and Chief Investment Officer, following the departure of my predecessor, Daren Smith, to an exciting new appointment…
Chuck O’Reilly to Lead UTAM as President and CIO
June 30, 2021
UTAM is pleased to announce that Chuck O’Reilly, Senior Portfolio Manager and Head of Public Equities, will become President and Chief Investment Officer at the end of July. He takes over the…
Chief Investment Officer Names Chuck O’Reilly a Rising Investment Star
June 24, 2021
Chuck O’Reilly, Senior Portfolio Manager and Head of Public Equities at UTAM, has been chosen by Chief Investment Officer (CIO) for its Class of 2021 NextGens, a group of 25 rising stars in…
UTAM Signs 2021 Global Investor Statement to Governments on the Climate Crisis
June 23, 2021
Earlier this month, UTAM joined more than 450 investors, representing US$41 trillion in assets, in signing a joint statement to world governments, urging leaders to accelerate action to address…
Read UTAM’s 2020 Annual Report
April 29, 2021
We’re pleased to announce the publication of our 2020 Annual Report, titled NEXT. It includes details about the performance of the Pension, Endowment and short-term working capital investments we…
EOS Report Highlights 2020 Engagement Activities
April 15, 2021
The 2020 Annual Review from EOS at Federated Hermes provides insights on the engagement activities it conducted last year on behalf of UTAM and other institutional investors. Active ownership,…
An Update on Climate Action 100+
April 8, 2021
UTAM is pleased to provide an update on Climate Action 100+, the largest-ever investor-led initiative to ensure the world’s largest corporate greenhouse gas (GHG) emitters take necessary action on…
UTAM Partners with Impax to Launch New Sustainability-Focused Investment Vehicle
March 16, 2021
Responsible investing, including the incorporation of environmental, social and governance (ESG) factors, has been an integral part of UTAM’s investment analysis and decision-making process since…
UTAM Joins University Network for Investor Engagement (UNIE)
February 18, 2021
Today marks the launch of the University Network for Investor Engagement (UNIE), a coalition of Canadian university endowments and pension plans that will leverage our collective power as…
UTAM’s President and CIO Earns Sustainability and Climate Risk Certificate from GARP
December 15, 2020
Daren Smith, UTAM’s President and Chief Investment Officer, is one of the first investment professionals in the world to complete the Sustainability and Climate Risk (SCR™) program from the Global…
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