Resources Toolbox Helpful resources

Directory of financial advisers

(Copy forthcoming)

Listing of social RI indices

Jantzi Social Index (Canada)
S&P/TSX 60 ESG (Canada)
Dow Jones Sustainability™ Indices
MSCI KLD 400 Social Index
FTSE4Good Index
S&P/TSX Renewable Energy and Clean Technology Index (Canada)
STOXX Global ESG Leaders Index 
Global Compact 100 Index
Access to Medicine Index
Calvert Social Index

Checklist – Meeting with a financial adviser

Studies and analyses

Financial performance

The Asset Management Working Group of the United Nations Environment Programme (2007). “Demystifying Responsible Investment Performance: A review of key academic and broker research on ESG factors”, Finance Initiative and Mercer.
Mercer (2009) “Shedding Light on Responsible Investment: Approaches, Returns and Impacts“
GMI Ratings (2011) “Ten Things to Know About Responsible Investment and Performance“
DB Climate Change Advisers (2012) “Sustainable Investing: Establishing long term value and performance“

Fiduciary matters

The Asset Management Working Group of the United Nations Environment Programme (2009). ‘Fiduciary responsibility: Legal and practical aspects of integrating environmental, social and governance issues into institutional investment’, Finance Initiative

RI regulations

Information forthcoming…

Membres of Canadian Securities Commissions

Alberta Securities Commission (403) 297-6454 1-877-355-4488

British Columbia Securities Commission (604) 899-6854 or 1-800-373-6393 (BC & AB only)

Manitoba Securities Commission (204) 945-2548 1-800-655-5244 (MB only)

New Brunswick Securities Commission (506) 658-3060 1-866-933-2222 (NB only)

Financial Services Regulation Division Newfoundland and Labrador (709) 729-4189

Northwest Territories Registrar of Securities (867) 920-3318

Nova Scotia Securities Commission (902) 424-7768

Nunavut Registrar of Securities
(867) 975-6587

Ontario Securities Commission (416) 593-8314 1-877-785-1555

Prince Edward Island Office of the Attorney General (902) 368-4550

Québec – Autorité des marchés financiers (418) 525-0337
(514) 395-0337 1-877-525-0337

Saskatchewan Financial Services Commission (306) 787-5645

Yukon Registrar of Securities (867) 667-5225