Item - 2019.IB2.1

Tracking Status

IB2.1 - Investment Policy - Environmental, Social, and Governance Review

Decision Type:
ACTION
Status:
Amended
Wards:
All

Board Decision

The Toronto Investment Board:

 

1.  Requested the Executive Director, Corporate Finance, to incorporate the following comments in the Executive Director's upcoming report to City Council on the Investment Policy - Environmental, Social, and Governance Factors Review:

 

a.  Include Environmental, Social, and Governance factors as material to risk/return outcomes in Section 2.2 (Investment Beliefs) of the Investment Policy;
 

b.  Ensure that the focus of Section 6.6 (Environmental, Social, and Governance Factors) of the Investment Policy is all-inclusive and considers the United Nations' 17 sustainable development goals which includes climate change;

 

c.  Exclude direct investing in Toronto's economy as a separate asset class in the Investment Policy, as it is falls outside the Toronto Investment Board's mandate, responsibilities, and resources and these types of investments are direct policy decisions for City Council through its Budget Process;

 
d.  Maintain the current Section 6.6 (Environmental, Social, and Governance Factors) of the Investment Policy at this time and request Corporate Finance staff to monitor and update it regularly to reflect evolving Environmental, Social, and Governance principles that are aligned with the mandate of this Policy; and

 

e.  Ensure the policy recommendations support and advance the City's commitment towards carbon reduction targets.

Decision Advice and Other Information

Julia Langer, Chief Executive Officer, The Atmospheric Fund and Hyewon Kong, Member, Investment Committee, The Atmospheric Fund gave a presentation on City of Toronto Investment Policy: Embracing Best Practices, Minimizing Downside Climate Risk, and Maximizing Upside Value from Climate Solutions.

 

Brian White, Partner, Aon Hewitt gave a presentation on Key Considerations for Responsible Investment.

Origin

(March 28, 2019) Report from the Executive Director, Corporate Finance

Summary

City Council has directed the Executive Director, Corporate Finance, to review sections of the Statement of Investment Policy and Procedures for the City of Toronto Investment Funds (Investment Policy) pertaining to Environmental, Social, and Governance factors and to consult with a number of relevant industry stakeholders, including the Toronto Investment Board, and report back to the Executive Committee in the first quarter of 2019.

 

The purpose of this report is to summarize the Environmental, Social, and Governance provisions contained in the Investment Policy and to solicit advice from the Board and other stakeholders on how these provisions can be enhanced.

Background Information

(March 28, 2019) Report and Attachment 1 from the Executive Director, Corporate Finance on Investment Policy - Environmental, Social, and Governance Review
https://www.toronto.ca/legdocs/mmis/2019/ib/bgrd/backgroundfile-132447.pdf
Attachment 2 - Statement of Investment Policy and Procedures for the City of Toronto Investment Funds
https://www.toronto.ca/legdocs/mmis/2019/ib/bgrd/backgroundfile-132448.pdf
Attachment 3 - Key Considerations for Responsible Investing Initiatives (Meredith Jones, Aon)
https://www.toronto.ca/legdocs/mmis/2019/ib/bgrd/backgroundfile-132449.pdf
Presentation from Julia Langer, Chief Executive Officer, The Atmospheric Fund, and Hyewon Kong, Member, Investment Committee, The Atmospheric Fund on City of Toronto Investment Policy: Embracing Best Practices, Minimizing Downside Climate Risk, and Maximizing Upside Value from Climate Solutions
https://www.toronto.ca/legdocs/mmis/2019/ib/bgrd/backgroundfile-132451.pdf
Presentation from Gary Hawton, Senior Director, Clients Relations, North America, Sustainalytics on Application of Environmental, Social, and Governance and Carbon Research
https://www.toronto.ca/legdocs/mmis/2019/ib/bgrd/backgroundfile-132450.pdf

Communications

(April 9, 2019) E-mail from Pamela Steer, Toronto Investment Board (IB.Main.IB2.1.1)
https://www.toronto.ca/legdocs/mmis/2019/ib/comm/communicationfile-93930.pdf
(May 9, 2019) Submission from Brian White, Aon Hewitt (IB.New.IB2.1.2)
https://www.toronto.ca/legdocs/mmis/2019/ib/comm/communicationfile-94485.pdf

Motions

1a - Motion to Amend Item moved by John Crocker (Carried)

That the Toronto Investment Board request the Executive Director, Corporate Finance, to incorporate the following comments in his upcoming report to City Council on the Investment Policy - Environmental, Social, and Governance Factors Review:

 

a.  Include Environmental, Social, and Governance factors as material to risk/return outcomes in Section 2.2 (Investment Beliefs) of the Investment Policy.


1b - Motion to Amend Item moved by John Crocker (Carried)

1.  That the Toronto Investment Board request the Executive Director, Corporate Finance, to incorporate the following comments in his upcoming report to City Council on the Investment Policy - Environmental, Social, and Governance Factors Review:
 

b.  Ensure that the focus of Section 6.6 (Environmental, Social, and Governance Factors) of the Investment Policy is all-inclusive and considers the United Nations' 17 sustainable development goals which includes climate change.


1c - Motion to Amend Item moved by John Crocker (Lost)

1.  That the Toronto Investment Board request the Executive Director, Corporate Finance, to incorporate the following comments in his upcoming report to City Council on the Investment Policy - Environmental, Social, and Governance Factors Review:

 
c.  Give preference to investment managers that are United Nations' Principles of Responsible Investing Signatories in the search, evaluation, and hiring process for the Toronto Investment Board's investment managers and require that the successful investment managers incorporate the United Nations' Principles of Responsible Investing Signatories into their investment processes.

Vote (Amend Item) May-10-2019

Result: Lost (tie) Majority Required
Total members that voted Yes: 3 Members that voted Yes are John Crocker (Chair), Mary Robinson, Heather Taylor
Total members that voted No: 3 Members that voted No are Matthew Flynn, Tanya Lai, Pamela Steer
Total members that were Absent: 1 Members that were absent are Sharon Ranson

1d - Motion to Amend Item moved by John Crocker (Lost)

1.  That the Toronto Investment Board request the Executive Director, Corporate Finance, to incorporate the following comments in his upcoming report to City Council on the Investment Policy - Environmental, Social, and Governance Factors Review:

 

d.  Emphasize that "negative screening" is a rare practice in the investment industry and may be contrary to the Prudent Investor Standard.


1e - Motion to Amend Item moved by John Crocker (Carried)

1.  That the Toronto Investment Board request the Executive Director, Corporate Finance, to incorporate the following comments in his upcoming report to City Council on the Investment Policy - Environmental, Social, and Governance Factors Review:

 

e.  Exclude direct investing in Toronto's economy as a separate asset class in the Investment Policy, as it is falls outside the Toronto Investment Board's mandate, responsibilities, and resources  and  these types of investments are direct policy decisions for City Council through its Budget Process.


1f - Motion to Amend Item moved by John Crocker (Carried)

1.  That the Toronto Investment Board request the Executive Director, Corporate Finance, to incorporate the following comments in his upcoming report to City Council on the Investment Policy - Environmental, Social, and Governance Factors Review:

 

f.  Maintain the current Section 6.6 (Environmental, Social, and Governance Factors) of the Investment Policy at this time and request Corporate Finance staff to monitor and update it regularly to reflect evolving Environmental, Social, and Governance principles that are aligned with the mandate of this Policy.


1g - Motion to Amend Item moved by John Crocker (Carried)

1.  That the Toronto Investment Board request the Executive Director, Corporate Finance, to incorporate the following comments in his upcoming report to City Council on the Investment Policy - Environmental, Social, and Governance Factors Review:

 

g. Ensure the policy recommendations support and advance the City's commitment towards carbon reduction targets.

Source: Toronto City Clerk at www.toronto.ca/council