Reports

UTAM is committed to providing clear, timely and transparent reporting to our stakeholders and to the broader community. The reports on this page are part of this effort.


Annual Reports

UTAM 2018 Annual Report

We have published annual reports since UTAM’s inception in 2000. These reports provide information on the investment performance of the Pension, Endowment and short-term working capital portfolios we manage on behalf of the University of Toronto. The reports also include details about who we are, what we do and how we do it.

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Responsible Investing Reports

UTAM 2018 Responsible Investing Report

We started publishing an annual responsible investing report in 2016. These reports provide an in-depth look at how we approach responsible investing, including our incorporation of environmental, social and governance (ESG) factors into investment decision-making processes, active ownership (through proxy voting and engagement) and disclosure.

View Responsible Investing Reports

Principles for Responsible Investment (PRI) Reports

PRI Transparency Report Endowment

In December 2016, UTAM became a signatory in support of the PRI, a set of six aspirational principles designed to encourage and assist investors in integrating environmental, social and governance (ESG) issues into their investment processes. As part of our commitment to transparency, we are publishing our full PRI assessment and transparency reports.


Portfolio Carbon Footprint Reports

Carbon Footprint Report July 2018

In September 2017, UTAM joined more than 120 global investors in signing the Montréal Carbon Pledge. Aligned with the Paris Agreement on climate change, the pledge reinforces our commitment to measure and disclose the carbon footprints of the University of Toronto’s Pension and Endowment portfolios. Our portfolio carbon footprint reports disclose the greenhouse gas emissions from companies in these portfolios.


Performance Reports to U of T’s Business Board

2018 Year-End Report

UTAM reports to the university’s Business Board twice a year on the investment management and performance of the portfolios we manage: Pension, Endowment and the short-term working capital fund (EFIP).


Endowment Reports

U of T publishes an annual report summarizing the performance, management and impact of its endowment. Endowed gifts from alumni and friends enable the university to offer financial support to exceptional students, attract outstanding professors and researchers, and create unique and innovative programs. UTAM is proud to be the investment manager of U of T’s endowment assets.

View on U of T's Website

Pension Plan Reports

On its website, U of T provides the following documents related to its pension plan: 1) The Statement of Investment Policies and Procedures; 2) Annual Financial Reports for the Pension Plan; 3) Annual Audited Financial Statements; and 4) Actuarial Valuation Reports. UTAM is honoured to be the investment manager of U of T’s pension assets.

View on U of T's Website