Responsible
ESG approach
At Baker Gilmore, we believe that ESG issues can impact the value of the investments we manage. We take these issues into consideration throughout our decision-making and investment process.
Baker Gilmore’s ESG framework includes the following:
Integration
We recognize that ESG factors can impact the value of our investments and that these factors should be considered to provide a complete view of value, risk and return potential of an investment.
ESG factors are integrated in Baker Gilmore top-down analysis – the factors below are included in the assessment:
- demographics
- geopolitics conflicts
- regulations
- technology and innovation
We also integrate ESG factors into our fundamental bottom-up research analysis to ensure ESG related risks are recognized in our decision-making and investment process.
Engagement/
Proxy Voting
We actively engage with management of the companies in which we invest to review issues that we believe are material to the long-term value and sustainability of our investments.
Engagement allows us to better understand risks and the companies’ approach to ESG issues, which informs our investment decisions.
In addition, engagement with issuers allows us to influence ESG practices and/or disclosure of ESG activities within the companies we invest.
We have a fiduciary duty to vote proxies in the best interest of our clients. Proxy voting allows us to communicate our views and influence management of the companies we invest in on ESG related issues.
As an affiliate of Connor, Clark & Lunn Financial Group, Baker Gilmore receives support from the dedicated Stewardship & Engagement (S&E) team by providing assistance with ESG-related investment resources, training, reporting, etc.
Collaboration
We collaborate and engage with other investors and organizations where it provides us greater influence to advance and promote responsible investing practices.
Affiliations
United Nations Principles for Responsible Investment (UNPRI
In January 2016, Baker Gilmore became a signatory to the United Nations – Principles of Responsible Investing (PRI) initiative.
Climate Engagement Canada (CEC)
Climate Engagement Canada (CEC) is a Canadian-led collaborative engagement platform that drives broader and more consistent dialogue on climate-related risks and opportunities between finance and industry. Baker Gilmore, through their affiliation with member CC&L Financial Group, became a founding participant of the CEC in July 2021.
Portfolio Management Association of Canada (PMAC)
Baker Gilmore is a member of the Portfolio Management Association of Canada (PMAC).
Canadian Bond Investors’ Association (CBIA)
Baker Gilmore is a member of the Canadian Bond Investors Association.
For additional information on Baker Gilmore & Associates Inc., please contact:
Jean-Philippe Lemay
Managing Director,
Head of Institutional Sales, Global
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The Connor, Clark & Lunn group of companies includes a number of entities that may be registered as investment advisers, investment fund managers and exempt market dealers in various provinces and territories of Canada. A number of entities are also registered with the Unites States Securities and Exchange Commission as advisers in that country and the Connor, Clark & Lunn group of companies also includes a number of investment advisers and fund managers that are authorized and regulated by the Financial Conduct Authority in the United Kingdom. The information provided on this website regarding each entity is directed solely towards qualified investors in jurisdictions where the appropriate entity is registered. Services offered by any of the entities in the Connor, Clark & Lunn group of companies are offered solely to qualified residents of the jurisdictions where the entities are qualified to do business.
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Baker Gilmore & Associates Inc.
July 14, 2022