Below are links to various background documents and resources concerning the mandate of the Ad-Hoc Working Group on Responsible Investing. These are some of the references that have been identified by the Working Group or highlighted for them during their research and consultations. This list is not comprehensive and is up-dated as the Working Group’s activities progress.

General Responsible Investing

• UNEP Finance Initiative and UN Global Compact [1]
• Responsible Investment Association (Canada) [2]
  • Executive Summary-2015 Canadian Responsible Investment Trends Report [3]
• "Conscientious Investors" (CPA Magazine - Chartered Professional Accountants, Canada - Jan-Feb 2015) [4]

• "The Rapid Rise of Sustainable and Responsible Investing: From Marginal to Mainstream?"-Pavilion Advisory Group [5]

• "'Ethical' investors embrace a new yardstick"-The Globe and Mail, March 6 2015 [6]

• "Investor Confusion Clouds ESG's Future"-FundFire, March 25 2015 [7]

• "From SRI to ESG: The Changing World of Responsible Investing"- Commonfund Institute, September 2013 [8]

• "ESG: sharpening the point"- Commonfund Institute, Spring 2014 [9]

BPS Organizations: Responsible Investing

• CPPIB-2014 Report on Sustainable Investing [10]

Universities: Responsible Investing

Summary Information

• Coalition of Universities for  Responsible Investing [11]
• Scan Of University RI Policies-Preliminary Report (prepared by UofG Administration-January 2015) [12]
• Universities and Colleges as Socially Responsible Investors (J.K Smith and R.L. Smith, September 2014)-USA [13]

Sample Policies

Dalhousie University

• Fossil Fuel Divestment Statement (November 2014) [14]
• Proposal to Divest Dalhousie's holdings in 'carbon-holding' companies (November 2014) [15]
• Statement of Investment Policies and Guidelines of the Endowment Funds [16] 

McGill University

• Statement of Investment Policy-Endowment Fund [17]
• Terms of Reference-Committee to Advise on Matters of Social Responsibility [18]

Queen's University 

• Statement on Responsible Investing (March 2009) [19]

University of British Columbia

• Endowment Responsible Investment Overview [20]
• Endowment Responsible Investment Policy  [21]

University of Western Ontario

• Operating and Endowment Fund-Statement of Investment Objectives, Policies and Governance [22]

University of Guelph: Investment of Endowment Assets

• University of Guelph’s Current Endowment Investment Policy [23]
• General Endowment Fund Management Policy [24]
• University of Guelph-Equity Holdings (December 31, 2014) [25]
• Investment Governance [26]
• Investment Subcommittee (Terms of Reference) [27]

Divestment Movements and Related Resources

• Central Student Association, Annual General Meeting (AGM) Motion on Fossil Fuel Divestment - January 21, 2015 [28]
• Fossil Free Guelph-Submission to Working Group on Responsible Investing-March 2015 [29]
• Fossil Fuel Divestment: Reviewing Arguments, Implications & Policy Opportunities-Pacific Institute for Climate Solutions, January 2015 [30]
• Fossil Free Guelph-Submission 2014 [31]
• Fossil Free Guelph (website)-2014 [32]
• Norway Will Divest From Coal in Push Against Climate Change - New York Times, June 5, 2015 [33]
• Social Impact Investing: Can Your Money Make a Difference - Globe and Mail, June 6, 2015
  • Ronald Cohen and Tim Jackson [34]
  • Paul Klein [35]
  • Robert Walker [36]