RPIA SUSTAINABILITY REPORT 2022
FIRM INVESTMENT MANAGEMENT
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OVERVIEW
EXECUTIVE SUMMARY
RPIA is an investment management firm, independently owned by employees and specialized in global fixed income strategies. The firm was founded in 2009 by a small group of professionals with extensive international debt market experience and has now grown to approximately 100 team members. At the end of 2022, we had managed approximately $7 billion of assets for institutions, high-net-worth individuals, and investment advisors. As global investment experts and stewards of our investors’ capital, we believe that sustainability plays an integral role in our investment philosophy and our business. In 2022, we continued to evolve and refine our beliefs regarding 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. To that end, our 2022 Sustainability Report has two focus areas: our role as an employer and our role as an asset manager.
Firm
• Integration & Engagement: In 2022, we continued to leverage the RP Barometer, which we use to help guide how we approach engagements with issuers. • Targeted Portfolios: We launched our targeted portfolio, RP Broad Corporate Bond (Fossil Fuel Exclusion) in partnership with a university client. This strategy was designed to meet the university’s ESG investment goals. • Thought Leadership: We published several thought pieces on ESG topics, including climate risk, trends in sustainable finance in bond markets, diversity, equity, and inclusion (DEI) themes, and the changing investor landscape. We are excited about the advances we have made in 2022 and the goals we have set for 2023. If you would like to discuss our approach to sustainability within the firm and our investment process, please feel free to email or call our Client Portfolio Management Team. Best regards, • Climate Smart Certification: We partnered with Radicle to track and manage our greenhouse gas (GHG) inventory, earning us the Climate Smart Certification. • Supporting Our Community: In addition to our charitable giving, we launched the RPIA ACE Program, which aims to provide academic and community empowerment for underrepresented and disenfranchised demographics. This program will include scholarships at Canadian universities and an internship program. • Continuing Our DEI Journey: We continue to foster and promote DEI in our workplace through our Elevate Program, guided by our LEAD Pillars: Leadership, Empathy, Accountability, and Development. Investment Management
Dannielle Ullrich Principal, Chief Financial & Operating Officer
David Matheson Principal, Co-Chief Investment Officer
Stevie Krohn ESG Lead
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