Sunday, September 27, 2015

Event - Fiduciary Duty in the 21st Century (Canadian Launch)

This launch will take place on Monday, October 5 2015 between 08:00 and 11:00 EDT, at BMO Global Asset Management BMO Conference & Event Centre, 55 Bloor St West – Manulife Centre, Toronto
The purpose of this report is to end the debate about whether fiduciary duty is a legitimate barrier to investors integrating environmental, social and governance issues into their investment processes. While many investors have made positive steps to incorporate sustainability risks into the way they deliver their fiduciary duty, the report argues that too many assets are still managed with a 20th century mind-set, exposing savers and beneficiaries to the threat of value loss.

The research, based on structured interviews with senior investment professionals, lawyers and policymakers, finds that failing to consider long-term investment value drivers, which include environmental, social and governance issues, in investment practice is a failure of fiduciary duty.

The PRI will introduce the report and a panel discussion on the how the recommendations can be taken forward, focusing on the Canadian market, will follow. Continental breakfast will be served.


08:00 Registration and continental breakfast
08:30 Welcome remarks
Lesley Marks, Senior VP and CIO, Fundamental Canadian Equities, BMO Global Asset Management
08:35 Introduction of the report by the PRI
Will Martindale, Head of Policy, PRI
08:45 Panel discussion
Moderator: Vicki Bakhshi, Head of Governance & Sustainable Investment, BMO Global Asset Management
Leah Myers, Assistant Deputy Minister, Ontario Ministry of Finance
Judy Cotte, VP & Head of Corporate Governance & Responsible Investment, RBC GAM
Kevin Thomas, Director of Shareholder Engagement, SHARE
09:55 Closing remarks
10:00 Networking
11:00 Finish

Click here to see the PDF of the report

To register click here.

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