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
In January 2016, Baker Gilmore became a signatory to the United Nations – Principles of Responsible Investing (PRI) initiative.
For additional information on Baker Gilmore & Associates Inc., please contact:
Brent Wilkins
Senior Vice President,
Head of Institutional Sales, Canada
Please take the time to carefully read the following as it contains important information regarding certain restrictions imposed by statute and the applicable securities regulatory authorities on the distribution of information through this website.
Material presented on this website should be considered for background information only and should not be construed as investment or financial advice. Further, information on this website should not be construed as an offer or solicitation by the Connor, Clark & Lunn group of companies to provide investment management services or to buy or sell any products.
The Baker Gilmore & Associates Inc. (Baker Gilmore) website may contain hyperlinks to websites operated by parties other than Baker Gilmore. Such hyperlinks are provided for your reference only. Baker Gilmore does not control such websites and is not responsible for their contents. The inclusion by Baker Gilmore of hyperlinks to other websites does not imply any approval or endorsement of the material on such websites or any association with their operators.
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.
Certain securities regulations prohibit the publication of specific registration information about the registered entities in the Connor, Clark & Lunn group of companies. For more information, please contact the Connor, Clark & Lunn Compliance Department at [email protected] or 604-685-2020.
Baker Gilmore & Associates Inc.
July 14th, 2022