At CIBC Asset Management, we’re committed to helping our clients achieve their financial goals. Part of that commitment includes ensuring sustainability is at the heart of what we do. We integrate sustainability into many aspects of our business, focusing on environmental, social and governance (ESG) factors that matter most.
2023 ESG & Stewardship Report
Learn how we’re focused on achieving success through our corporate ESG and stewardship initiatives.
We believe that the incorporation of ESG factors into our research process, by each investment professional, is the most effective approach. Along with economic value drivers, these factors impact an investment’s long-term value.
We’ve developed a proprietary model for assessing ESG factors, that integrates into the overall evaluation of investment opportunities. This model offers us a deeper understanding of these investments and their ability to produce long-term sustainable returns for our clients
Environmental
Climate change
Environmental protection
Water and energy use
Resource efficiency
Waste management
Regulatory threshold and compliance
Assessment and disclosure
Social
Health and safety
Privacy and data
Labour relations and employment quality
Human rights
Respect for civil liberties
Community relations and social media
Product responsibility
Respect for cultural and ethnic identities
Human health
Governance
Board
Business ethics
Legal and regulatory compliance
Executive compensation
Disclosure
Inclusion and diversity
Monetary transparency
Fiscal transparency
Investment and finance offerings
For many years, we’ve managed equity and fixed income portfolios with specific socially responsible investment (SRI) mandates, customized for institutional clients. These mandates have criteria set by a client and may reflect exclusions based on a company’s product involvement, human rights considerations, and carbon intensity to positive and norms based screening.
CIBC Sustainable Global Equity Pool
A values-aligned, climate conscious investment pool that leverages the investment framework and experience of the CIBC Global Equity Team.
CIBC’s commitment to sustainable finance helps direct capital towards important development projects and innovations that address critical environmental and social challenges. Our sustainable finance products and services, offered through CIBC Capital Markets, is committed to developing customized financial and advisory solutions that meet the needs of our clients and contributes to the sustainable economy of the future.
Learn more about our sustainable finance capabilities.
All active retail investments managed by CIBC AM utilize our propriety ESG framework and fundamental analysis to evaluate investment opportunities and manage risk. With our Sustainable Investment Strategies, investors can grow their wealth in a way that aligns and supports their personal values. Our ESG methodology is applied in managing our sustainable investments, alongside a screening criteria that excludes investing in the securities of companies whose primary line of business involve:
Increasing the impact of Endowments and Foundations
When mission statements are aligned with portfolios, the amount of difference an organization can make grows. But as this new report from CIBC Asset Management shows, figuring out how to successfully integrate your values with your investments can be a challenge.
Sustainability is increasingly becoming a material topic for governments, businesses, and investors. Issuing green, social, and sustainability bonds provides an opportunity for corporations to demonstrate the integration of sustainability into their decision-making process, strategy, and operations.
Integrating ESG risk analysis into a macro investment analysis
Our dynamic macro ESG scoring methodology encompasses distinct E, S and G quantitative factors, and complementary forward-looking qualitative country analysis. This approach facilitates a continuous robust assessment and integration of ESG risks into Active Currency portfolio construction and positioning.
Partnering to help build a more sustainable global financial system
We became a signatory of the United Nations-supported Principles for Responsible Investment (PRI) in 2017 to reinforce our commitment to responsible investing for our clients. This commitment guides our approach to managing and monitoring our investment decisions.
We are also a founding member of the Canadian Coalition for Good Governance, a sustaining member of the Responsible Investment Association (RIA) and a member of the Canadian Bond Investors Association.
Climate change
As a signatory of the RIA’s investor statement on climate change, we recognize that climate change presents a major threat to long-term growth and prosperity, and that there is an urgent need to accelerate the transition towards a net-zero economy.
We’re increasingly evaluating climate-related data to find risks and opportunities related to the impact on our investments. We’re committed to understanding climate change and the transition to a carbon-constrained economy.
At CIBC AM, we know that diverse teams working in an inclusive environment are more innovative, make better decisions and deliver a superior experience for our clients. Our team’s varied background contributes to our clients’ financial success and maintains a culture committed to continuous improvement.
We’re proud to be a founding signatory of the RIA’s investor statement on diversity and inclusion. This statement acknowledges the impact of systemic racism on Black, Indigenous and People of Colour (BIPOC), and outlines our commitment to addressing these inequalities.
