RPIA SUSTAINABILITY REPORT 2022
OVERVIEW FIRM
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INVESTMENT MANAGEMENT
INTRODUCING OUR FOSSIL FUEL EXCLUSION STRATEGY
RPIA Develops a Bespoke Fossil Fuel Exclusion Strategy for Institutional Investors
About the Strategy In July 2022, we announced the launch of a new strategy, RP Broad Corporate Bond (Fossil Fuel Exclusion) , which was designed in partnership with University of Toronto Asset Management Corporation (UTAM), and in collaboration with FTSE Russell. This new actively managed strategy aims to outperform the FTSE Canada All Corporate Ex Fossil Fuels Enhanced Bond Index by 100 bps (net of fees) on an annualized basis. The strategy merges our long-standing investment process with a transparent, rules-based approach to screening fossil fuel exposure out of the portfolio.
Working Together With Our Investors We pride ourselves on our credit expertise and our ability to design thoughtful fixed income solutions. We leverage our expertise to collaborate closely with institutional investors in developing several of our strategies to ensure that the portfolio mandate aligns with their goals. This new strategy is an example of how we can collaborate with our clients, including the University of Toronto - a long-standing RPIA client - and its investment manager, UTAM, to develop solutions that align with their long-term investment and ESG objectives.
We actively seek to identify strategies that can meet the University of Toronto’s carbon reduction goals. This new collaboration with RPIA builds on our longstanding and mutually beneficial relationship – and this new fossil fuel exclusion strategy helps us fulfill the University’s climate objectives.”
- Leon Lu Head of Fixed Income, UTAM
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