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:
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:
- geopolitics conflicts
- 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.
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.
We collaborate and engage with other investors and organizations where it provides us greater influence to advance and promote responsible investing practices.
In January 2016, Baker Gilmore became a signatory to the United Nations – Principles of Responsible Investing (PRI) initiative.