We launched our proprietary ESG evaluation framework in July 2020 for our core investment platform. To start, this framework helps all of us identify the ESG leaders in each major asset category, such as target date funds, Canadian equity, global equity and fixed income.
More importantly, it can help you determine where your current managers and funds are on the ESG integration spectrum. You can then determine whether your current options align with your own sustainability objectives. It will also empower your plan members to make informed decisions that relate to their own sustainable investing goals.
The evaluation framework aligns to Sun Life’s corporate sustainable investment strategy. This strategy is built on three beliefs:
- Sustainable investing can improve long-term returns.
- ESG factors are incorporated in investment decisions to manage risk and identify opportunities.
- Engagement on ESG issues with corporations is more powerful than divestment.