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“
www.fsinsight.org

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
www.albertasecurities.com (403) 297-6454 1-877-355-4488

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

Manitoba Securities Commission
www.msc.gov.mb.ca (204) 945-2548 1-800-655-5244 (MB only)

New Brunswick Securities Commission
www.nbsc-cvmnb.ca (506) 658-3060 1-866-933-2222 (NB only)

Financial Services Regulation Division Newfoundland and Labrador www.gs.gov.nl.ca (709) 729-4189

Northwest Territories Registrar of Securities
www.justice.gov.nt.ca/SecuritiesRegistry (867) 920-3318

Nova Scotia Securities Commission
www.gov.ns.ca/nssc (902) 424-7768

Nunavut Registrar of Securities
(867) 975-6587

Ontario Securities Commission
www.osc.gov.on.ca (416) 593-8314 1-877-785-1555

Prince Edward Island Office of the Attorney General
www.gov.pe.ca/securities (902) 368-4550

Québec – Autorité des marchés financiers
www.lautorite.qc.ca (418) 525-0337
(514) 395-0337 1-877-525-0337

Saskatchewan Financial Services Commission
www.sfsc.gov.sk.ca (306) 787-5645

Yukon Registrar of Securities
www.community.gov.yk.ca/corp/secureinvest.html (867) 667-5225