Protect & Enhance
Protect our investments business with robust ethical, risk and governance-focused business practices that are embedded into our investment decision-making process
Responsible investing
Canada Life Asset Management
Our ambition
We’re stewards both of the assets that we’re entrusted with by our clients and of the financial, social and environmental systems that underpin the long-term returns our end customers expect.
To safeguard our stakeholders’ futures and to contribute to the long-term sustainability of these systems we:
- Embed responsible investment into our investment philosophy
- Incorporate environmental, social and governance (ESG) considerations into our investment strategy
- Actively engage with our clients, investees, markets and the industry as a first step to delivering change in the real economy
Our strategy
We recognise that a company’s ability and willingness to address how it impacts – and is impacted by – ESG issues can have an important influence on its long-term financial performance. We also understand the effects – both positive and negative – that our investment decisions can have in a highly interconnected world.
Along with being the steward of our clients’ funds, we also carefully select ESG data suppliers we use to analyse, invest and grow our clients’ assets. ESG considerations are increasingly important in our approach to managing risk and achieving our clients’ long-term investment goals.
Resilience & Performance
We are committed to integrating sustainable investing and ESG considerations across our fixed income, equity, real estate finance and property investment teams and our teams incorporate esg-related risks into their investment processes according to the specific characteristics of each asset class.
We strive to:
Maintain & Review
Maintain procedures to ensure we remain prepared for legislation which informs ESG considerations
Monitor
Continually monitor our investments from an ESG perspective, and put in place improvement plans and targets where needed
Report
Report on the performance of our investments against our ESG guidelines and targets and, if appropriate, external benchmarks
ESG integration statements by investment area:
Fixed Income
Across fixed income, we integrate ESG considerations into our investment decision-making process, which is aligned with both our investment strategy and Canada Life Asset Management’s wider responsible investment strategy.
Find out moreEquities
Across equities, we factor ESG considerations into our investment decision-making process. We actively engage with investees, leaning on the expertise and knowledge across our business as well as the tools and research provided by external data providers and resources gained from our membership in various industry groups and ESG investment forums.
Find out moreProperty
As active managers, we consider the long-term risks and opportunities of holding any given property. ESG considerations are a key part of our strategy throughout the property cycle, which starts with acquisition, continues with asset management and refurbishment/development and ends with final disposal. By doing so, we aim to significantly reduce investment and ownership project risks.
Find out moreReal Estate Finance
We focus on providing long-term, fixed-rate loans secured against good quality investment property benefiting from diversified or secure income streams backed by strong occupational demand.
Find out more
Governance
Our internal structure and processes ensure our approach to ESG is embedded throughout our business.
Voting
Using voting rights in a constructive and considered way is an essential tool for engaging with companies to effect positive change.
Engagement
We take our responsibilities as long-term shareholders (equities) and debt investors (bonds) extremely seriously.
Policies & Reports
The latest policies and reports regarding stewardship, engagement and esg.
Insights & Case studies
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EPC and emissions reduction commitments with REF borrowers
Case study on EPC and emissions reduction commitments with REF borrowers.
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Walmart - Fixed Income and Equity collaborative engagement activity
Walmart is a strong investment grade issuer that has defensive properties because it operates in the consumer non-cyclical sector.
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Fixed Interest – Individual Engagement with BMW
We remain invested in the automotive sector across both fixed income and equities. Our scenario analysis and proprietary research has identified this sector as being at risk of negative credit migration and as having known environmental impacts.
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Russia invasion on Ukraine - a joint fixed income and equities engagement
In early 2022, Russia invaded Ukraine. The U.S. and EU responded with financial, energy and technology sanctions on Russia.
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An integral role: ESG in the property sector
In the first of a series of articles looking at the development of ESG in the property sector, we consider how and why the picture is changing.
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Diversity, Equity and Inclusion in Property
The property sector has long held a reputation for a lack of diversity. However, in recent years this has started to change.
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ESG in property: adding value through refurbishment and repurposing
ESG is playing a bigger role than ever in the property investment sector. Ben Wood explains how it is integral to the team’s value-add process through the property cycle.
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The role of governance in sustainable property investment
Joanna Turner examines how both internal and external governance processes are shaping sustainable property investment.
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Integrating stewardship and investment - Fixed income
Climate change
