Download the 2010 Responsible Investing Guide.

Download the scoring spreadsheet, which includes CK Performance Score (CKPS) and CK Social Score (CKSS) for all funds from the January 2010 Responsible Investing Guide. Data is current as of November 30, 2009. All performance data is net of MER.

Who has signed the UNPRI?
Aberdeen Investment Management (for Mackenzie funds)
Inhance Investment Management
Northwest & Ethical Investments LP (also manages Desjardins’ SocieTerra funds)
TD Asset Management Inc.
Meritas Financial Inc.
Jantzi-Sustainalytics (for RBC and iShares Jantzi funds; conducts analysis for PH&N funds)
F&C Asset Management (for Scotia Global Climate Change Fund)
Sustainable Asset Management (for BMO Guardian funds)

*Desjardins is a direct member via Caisse d`économie solidaire Desjardins as a Professional Services partner

ESG proxy voting records

Northwest & Ethical Investments: 100%
Meritas Mutual Funds: 93.1%
Inhance Investment Management: 92.9%
Desjardins Funds: 64.3%
Acuity Investments: 58.8%
iShares (managed by Barclays): 57.9%
RBC Asset Management: 52%
Phillips, Hager and North: 50%
Investors Group: 50%
Mavrix Fund Management Inc.: 0%

Using the SHARE database of proxy voting records, we looked at all the ESG-related shareholder resolutions brought forth at company AGMs that received more than 7.5 per cent of the votes (29 resolutions in total). These resolutions were cross-referenced with the holdings in each mutual fund. If funds held less than 15 per cent of these companies, they were not included in assessment.