Research and Publications

Best Practices in Responsible Investment for Canadian Pension Funds (November 2009: Mercer)    (version française)

Education and Training on Responsible Investing for Canadian Foundations and Endowments: An Inventory and Needs Analysis (September 2009: Betsy Martin Consulting and Coro Strandberg Consulting)     (version française)

The Financial Crisis: An Environmental, Social and Governance Perspective (June 5, 2009: CR Strategies)

The Canadian Socially Responsible Investment Review 2008     (version française)

The latest comprehensive survey of socially responsible investment assets in Canada.

A Survey of Canadian Mutual Funds on Proxy Voting

This study looks at the proxy voting activities of Canada's largest mutual fund companies and SRI fund companies. Released September 2007.  

Investing in Change: Mission-based Investing - Canadian Council for International Cooperation www.ccic.ca
Mission-based investing (MBI) is the incorporation of an institution's mission into its investment decision-making process. By using investment as a form of leverage, NGOs, foundations, endowments and others in the voluntary sector can use MBI to advance an agenda of progressive social change.

To support its members, foundations, and others in the voluntary sector in exploring mission-based investing, the Canadian Council for International Co-operation has developed a handbook and related workshop on MBI.

Shareholder Advocacy Handbook

Produced with financial assistance from the Atkinson Foundation, the Handbook is a complete guide to investors interested in using their influence to have corporations disclose or improve their social and environmental performance. The Handbook explains the processes involved in developing proxy voting guidelines, corporate dialogue, shareholder proposals and divestment.