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Annual Responsible Investing and Climate Strategy Report

Evolving our approach to responsible investing

We have long been guided by our Responsible Investing Principles, which are deeply embedded in our internal processes and a consideration at all stages of our investment lifecycle. We incorporate an analysis of environmental, social and governance (ESG) risks and opportunities into all investment decisions and will continue to do so in the future.

Building on our strong foundation of success, we will harness the power of our investment capital and stewardship to make a real-world impact. As leaders in the evolving sustainability landscape, we seek to contribute to increasing measurable, positive social and environmental impacts of our investments. This added dimension of our investment approach will grow over time and is how we will make a lasting, positive impact on the world.

2021: How we're investing to make a mark

Decreased our portfolio emissions intensity by

32

(vs. 2019 emissions baseline)

Invested or committed approximately

5

in green or transition assets in 2021

Achieved

30

representation of women across all board seats we control one year ahead of our target

Voted on

300

environmental, social and governance-related shareholder proposals

*Interim targets to reduce our portfolio carbon emissions intensity against a 2019 baseline

Our multi-faceted climate strategy

Decarbonizing our portfolio

As active, engaged investors, we endeavor to use our influence and experience to help our portfolio companies plan and execute their transition to a net-zero future.

In 2021, we set a target to align the portfolio companies in which we have significant stakes (minority or control) to a credible net zero by 2050 plan, or what we are calling a “Paris Aligned Reduction Target” (PART).

 

% of our portfolio's emissions we expect to be covered by a credible net zero by 2050 plan:

2025

67

2030

90

Applicable to companies in which we have significant stakes

 

Decarbonizing high emitters

An urgent requirement for the world to limit global warming is the rapid decarbonization of high carbon emitting businesses. This is why, as part of our net-zero commitment, we plan to invest in assets to accelerate their path to decarbonization.

We are further advancing our plans by defining the opportunity set and the scale of our investment ambition. Going forward, we are planning to make an initial allocation of approximately $5 billion over the next several years towards what we’ve defined as “High Carbon Transition (HCT) assets”.

 

Learn more about our climate strategy

Our voice for change

Voting to influence change among public companies

Every day, teams across Ontario Teachers’ aim to drive positive change with portfolio companies, and more broadly, in the world around us.

We do this by encouraging our private and public portfolio companies to consider ESG factors across their boards and employees, operations, and supply chains.

 

We vote on every ballot proposal

16106

resolution

at

915

meetings

in

33

countries

Applicable to companies in which we have significant stakes

 

Supporting meaningful DE&I progress

What we expect from companies

  1. Greater diversity on boards, in management, and across organizations
  2. A minimum of three women on a board or 30% female representation where there are 12 directors or more
  3. Developed approaches to diversity through policies or statements, with goals aiming to increase the participation of underrepresented groups on the board and within senior management
  4. Clear and timely disclosures of diversity efforts
  5. For US-based companies, reporting of the most recent EEO-1 (Equal Employment Opportunity)

Read our latest Responsible Investing Report

 

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