Research and Publications

New May 9, 2011! 

SIO releases two important new documents on impact investment in Canada

Impact Investing in Canada-A Survey of Assets

A compilation of the size and scale of impact investment in Canada. Highlights of this study were included in the 2010 Canadian SRI Review. Now the full report is available. 

The Canada Impact Investment Fund -- an overview for stakeholders

A review of the feasibility study for a fund of funds aimed at creating a capital pool for community funds across Canada. Includes discussion of a “road map” for how to implement this concept.

New May 5, 2011! 

News release (version française)

Canadian Socially Responsible Investment Review 2010     (version française)

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

Coming Soon! The Review website includes summaries and tools to make it easy to understand the latest data and talk about SRI in Canada 

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)

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.