ESG Incorporation: Guidance on plan investment strategy & policy

Guidance on plan investment strategy & policy

The PRI will hold an exclusive roundtable discussion on Thursday 8 December in Toronto on the practical incorporation of ESG considerations into plan strategy and investment policy statements. 

This focused session will bring together a select group of asset owners to hear the results of the PRI’s latest research into investment strategy and policy, and discuss crucial issues such as: 

  • Understanding the benefits of incorporating ESG considerations into investment strategy and policy 
  • Revising your investment strategy and policy in practice 
  • Overcoming barriers and challenges in existing plan governance 

Given the new ESG disclosure requirements in Ontario for registered pension plans, practical guidance for plans on how to do so is imperative. Attendees will also benefit from peer education with the roundtable discussion format. 

Speakers include Don Gerritsen, Senior Manager, Investment Practices - Asset Owner Insight and Nalini Feuilloley, Senior Manager, Canada from the PRI. 

The agenda will include a working lunch, so please inform us of any special dietary requirements upon registration.


12:00 Arrival & Registration
12:10 Lunch served
12:30 Host welcome remarks
AGF Investments
12:35 Introduction
Nalini Feuilloley
, Senior Manager, Canada, PRI
12:45 Canadian landscape update
Katharine Preston
, Director, Responsible Investment, OPTrust
12:50 Investment strategies presentation
Don Gerritsen
, Senior Manager - Asset Owner Insight, PRI
13:15 Q&A/Discussion
13:45 Close

The PRI would like to thank AGF Investment Inc. for hosting the event.




AGF Investments Inc
66 Wellington St W
    Toronto ON M5K1E9


08 Dec 2016 12:00 PM - 01:45 PM (EST)

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