Responsible Investment 
– The Pender Way

A Fundamental Integrated Approach

At Pender, our portfolio managers and analysts integrate Responsible Investing and ESG analysis into each investment mandate—public equities, fixed income, and venture capital—to preserve and grow our clients’ capital. We are committed to continuous education and optimization, and consistent monitoring and reporting.

How Pender Incorporates Responsible Investing into our Portfolios

As bottom-up investors, Pender’s ESG factor analysis is an integral part of our investment process and is consistent with our investment philosophy. It helps us to understand the quality of a business or security and to determine factors that may impact value, deployment of capital, and mitigate downside riskWe believe that accessing corporate ESG data that is comparable, consistent and material can be critical to long-term enterprise value creation.

Some of Pender’s mandates incorporate Responsible Investing integration and certain of them may contain additional ESG strategies including some of the following:
Corporate engagement and shareholder action
Positive best-in-class screening
Sustainability-themed investing
Impact investing
Exclusionary/negative screening

Pender’s Responsible Investment Beliefs & Principles

View Our Beliefs & Principles
Environmental Factors
Companies that acknowledge environmental conditions and risks and how their businesses may contribute to the amelioration of climate change.
Social Factors
Companies that conduct business in an ethical and honest way and engage positively with the communities in which they operate.
Governance Factors
Companies with experienced management teams and stated governance processes and policies that are in alignment with prudent and balanced business practices.

Signatories uphold six key principles, including incorporating ESG issues into investment processes and ownership policies and practices; seeking appropriate disclosure on ESG issues by the entities in which we invest; promote ESG implementation and collaborate within the investment industry to enhance effectiveness; and engage in regular ESG reporting.

Policies & Processes

Responsible Investment Policy
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Responsible Investment Policy
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Responsible Investment Policy
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Responsible Investment Policy
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