Tuesday, November 30, 2010 @ Canada Pension Plan Investment Board, Toronto + webinar Presentation slides from this session are publicly available. Future presentation materials will be made available to SIO pension members only.

Key ESG Questions for Companies Objective: To create an overview of key ESG issues that apply to all sectors for financial analysis and portfolio decisions. What are the general types of questions that analysts and portfolio managers should ask companies on their ESG performance from all sectors? A practical review of key issues for analysts' calls and company meetings. Julie Desjardins, Advisor, Canadian Institute of Chartered Accountants One of Canada's leading experts on accounting issues related to environmental, social and governance matters. Co-author of Climate Change Briefing: Questions for Directors to Ask and Environmental, Social and Governance (ESG) Issues in Institutional Investor Decision Making. View: Presentation slides  - Julie Desjardins

Tuesday, January 25, 2011 webinar

Key ESG Issues by Sector Objective: To create a better understanding of how ESG factors contribute to performance on a sectoral basis. What are the key ESG issues for each of the sectors in the Global Industry Classification Standard? What are the sector-specific issues that need to be included in portfolio analysis? Julie Hudson, Head of Global SRI and Sustainability, UBS Investment Bank Julie heads up UBS's socially responsible investment practice. In 2010, the team launched the UBS European ESG Analyser closely followed by the South African ESG Analyser. The SRI team spearheads these publications, which are the joint output of UBS's sector teams and the SRI team.

Monday, March 7 @ Caisse de dépôt et placement du Québec, Montréal + webinar

Integrating ESG research into company valuations Objective: To gain knowledge on how to integrate ESG information into active stock selection strategies. How do you create a portfolio construction tool that will link ESG research with security valuation models? How can ESG research inform active stock selection? In this session, we will examine an investment risk management and fundamental analytic tool. Stephen Kibsey, Vice-President of Equity Risk Management at the Caisse de dépôt et placement du Québec Stephen is one of Canada's leading mining and metals analysts and has been named to Brendan Wood International's 50 TopGun Canadian Portfolio Managers for several years running. He is currently a member of the Community of Interest Panel for the Mining Association of Canada and a mentor to the Kenneth Woods Portfolio Management Program at the John Molson School of Business.

Tuesday, June 21, 2011 @ Fairmont Empress Hotel, Victoria, BC + webinar held in conjunction with the Canadian Responsible Investment Conference

Megatrends, responsible investment and emerging markets Objective: To build an understanding of the ESG factors involved in analysis of emerging markets. An explanation of the megatrends that are driving a global realignment of emerging economies, including population growth, urbanization and rising wealth levels. How these trends pose a challenge for ESG analysis and how ESG analysis can help identify opportunities and risks. Marc Fox, Executive Director, GS Sustain, Goldman, Sachs & Co. Marc heads up GS Sustain, which focuses on global investment themes including macro trends, environmental sustainability, corporate governance and integration with valuation.

September 2011 Location TBA + webinar

Key Sustainability Issues, Part 1: Free, Prior and Informed Consent (FPIC) Objective: To build an understanding of how FPIC relates to the issue of the social license to operate and its impact on resource development within extractive industries. How have local communities jeopardized the social license to operate on major projects? How has the issue of free, prior and informed consent affected prospects for new projects in the mining and other extractive industries? Speaker TBA