RPIA SUSTAINABILITY REPORT 2021
FIRM INVESTMENT MANAGEMENT
RPIA SUSTAINABILITY REPORT 2021
FIRM INVESTMENT MANAGEMENT
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OVERVIEW
OVERVIEW
EXECUTIVE SUMMARY
INDUSTRY & COMMUNITY COMMITMENT
RPIA is an employee-owned investment management firm that specializes in global fixed income strategies. The firm was founded in 2009 by a small group of professionals who each have more than 20 years of international debt market experience and has now grown to over 80 staff. As at December 31, 2021, RPIA managed $6.4B in assets for high-net-worth individuals, retail investors, pensions, foundations, and endowments. As global investors and stewards of our investors’ capital, we believe that sustainability plays an integral role in our investment philosophy and our business. In 2021, we continued to evolve and refine our beliefs around how we assess environmental, social, and governance (ESG) factors as we believe they play a critical role in defining risk and opportunities - both for invested capital and for RPIA. To that end, our 2021 Sustainability Report has two focus areas:
RPIA became a UNPRI signatory in August 2018 to solidify our commitment to continued integration of ESG analysis into our firm and investment process in order to engage with issuers on ESG matters and advance ESG concepts through peer collaboration and public action. To this end, we have continued to join organizations that align with our goals and provide forums through which we can share ideas.
2021
The Sustainability Accounting Standards Board
Firm
• Measuring Our Climate Impact: In 2021, we completed our first corporate GHG inventory, aligning with the GHG Protocol to measure the firm’s carbon output. • Our Diversity, Equity & Inclusion Journey: RPIA is dedicated to promoting diversity, equity, and inclusion (“DE&I”) in our workplace, and we took actions to formalize this in 2021. • Engaging With Our Community: In 2021, as in previous years, we demonstrated our commitment to engaging with our community both within the organization through allyship and education, as well as our philanthropic giving and active volunteerism in our local community. • Supporting Our Employees: We established a few key initiatives in 2021 that have the sole goal of providing opportunities for growth, development, and personal support for our employees.
Task Force on Climate Related Financial Disclosures
30% Club
2020
United WAY ILEO Charter
Canadian Coalition for Good Governance
Investment Management
• Evolving Our ESG Integration: In 2021, we redesigned our ESG Integration framework to include sectoral materiality, better data aggregation, and structured qualitative inputs, culminating in the design of our proprietary RP Barometer. • The Importance of Climate Change: We continued to advance our commitment to analyzing issuers through a climate lens with new tools and our 2021 TCFD report. • Providing Thought Leadership: We published several thought leadership pieces related to ESG themes, sharing our views on topics our investors are focused on. • Increasing Focus on the Social Pillar: We continue to believe social factors will be a top thematic discussion for engagement opportunities and we designed a scoring system to help our team analyze issuers’ advancements in workplace diversity. • Issuer Engagement: Our Credit Research team held meaningful engagements with issuers across sectors and geographies which informed our thematic focus for 2022. We are excited about the advances we have made in 2021 and the goals we have set for 2022. If you would like to discuss our approach to sustainability within the firm and our investment process and collaborate on ideas, please feel free to reach out to a member of our Client Portfolio Management team or email us at esg@rpia.ca.
Women in Capital Markets
2019
100 Women in Finance
2018
UNPRI SIgnatory
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