RPIA SUSTAINABILITY REPORT 2023
FIRM INVESTMENT MANAGEMENT
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OVERVIEW
EXECUTIVE SUMMARY
RPIA is an investment management firm, independently owned by employees and specializing in global fixed income strategies. The firm was founded in 2009 by experienced investment professionals who have extensive international debt market expertise and over the past 14 years has grown to over 100 team members. At the end of 2023, RPIA was managing approximately $9 billion of assets for institutions, high-net-worth individuals, and investment advisors. As stewards of our investors’ capital, we believe sustainability considerations are a vital component of our investment philosophy and our business. In 2023, we refined and shaped our actions related to how we assess Environmental, Social, and Governance (ESG) factors and how they play a critical role in defining risk and opportunities - both for invested capital and for RPIA as a firm. In this 2023 Sustainability Report, we are proud to report on the enhancements and reinforced practices that are important to our role as an employer and our role as an asset manager.
Our Role as an Employer: RPIA’s Efforts on Sustainability
• Supporting Our Community and Our Industry: In addition to our charitable giving, we evolved the RPIA ACE Scholarship and Internship Program. • Continuing Our DEI Journey: We continue to foster and promote a diverse, equitable, and inclusive workplace. Dannielle Ullrich was appointed as the firm’s “DEI Lead.” • Climate Impact: We continue to track and manage our greenhouse gas (GHG) inventory and achieved BMO Radicle’s Climate Smart Certification for the second year in a row.
Our Role as an Investment Manager: Sustainability and The Investment Process
• ESG Integration: In 2023, we continued to consider and assess ESG risks and opportunities within our investment process. • ESG Stewardship: We identified numerous opportunities for engagement across sectors and geographies. • Governance & Oversight: Our approach to maintaining ownership and oversight of RPIA’s ESG practices includes efforts by the ESG Steering Committee, Investment Committee, and Risk Committee, supported by the firm’s Principals. We are proud of our progress, and eager for the future. If you would like to discuss our approach to sustainability within the firm and our investment process, please feel free to contact us at investors@rpia.ca.
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