In 2021, we launched our sustainable investing educational campaign to help members understand what ESG is and how managers generally integrate ESG factors into their investment process. As part of the online campaign, we launched a brand-new site, including three educational videos, articles and industry research. We know that the majority of Canadians2 participating in their group retirement and savings plans are interested in seeing more sustainable investments offered to them. Also, over 30%3 didn’t consider ESG factors because they weren’t aware they were offered in their plan. The content-rich resources provided in the campaign can help plan members better understand how their group plan makes a difference – by offering, at the very least, access to investment options which consider ESG factors. Research suggests4 that this awareness can be a powerful way to engage members leading to better outcomes in their plans.
Watch the three videos here.
Lastly, we have begun to include information on “How this fund integrates ESG factors” on all Morningstar fund fact sheets for the funds on our core platform.
Education on sustainable investing principles, coupled with details of how each fund considers ESG factors, help plan members make informed decisions when it comes to sustainable investing.