2022 RESPONSIBLE INVESTMENTS TRENDS REPORT |

2020 29% 71% <10% 10% to <100% 100% RESPONSIBLE INVESTMENT ASSOCIATION | RI Trends 2022 12 | INSIGHTS CREDIT: ENVIRONICS RESEARCH CANADIAN RI MARKET OVERVIEW RESPONSIBLE INVESTMENT ASSOCIATION | RI Trends 2022 13 | INSIGHTS CREDIT: ENVIRONICS RESEARCH Reported Canadian Responsible Investment Assets REPORTED RI assets are down slightly; $3.0 trillion as of Dec 31st, 2021 compared to $3.2 trillion i. [...] Total RESPONSIBLE INVESTMENT ASSOCIATION | RI Trends 2022 18 | INSIGHTS CREDIT: ENVIRONICS RESEARCH Q16: (n varies) Does your organization have a ___? WHY CONSIDER ESG? ESG FACTORS / SCREENS CONSIDERED IN INVESTMENTS RESPONSIBLE INVESTMENT ASSOCIATION | RI Trends 2022 19 | INSIGHTS CREDIT: ENVIRONICS RESEARCH RI Investments | Why Consider ESG? To minimize risk continues to be the top ranked reason. [...] [Question expanded in 2022] RI ASSET ALLOCATION RESPONSIBLE INVESTMENT ASSOCIATION | RI Trends 2022 29 | INSIGHTS CREDIT: ENVIRONICS RESEARCH RI Asset Allocation | By Investment Type The majority of respondents use public equities and other fixed income for RI assets. [...] median: 100% RESPONSIBLE INVESTMENT ASSOCIATION | RI Trends 2022 RI Strategies | Negative Screening cont’d… 35 | INSIGHTS CREDIT: ENVIRONICS RESEARCH Q17A: (n=95) Which of the following responsible investment strategies do you use? Q18A: (n=63) What percentage of your RI are invested using each strategy? Calculation: total internal RI AUM ($) x by % in strategy and then sum all values for that str. [...] RESPONSIBLE INVESTMENT ASSOCIATION | RI Trends 2022 50 | INSIGHTS CREDIT: ENVIRONICS RESEARCH Q35: (n=86) What level of growth in responsible investment (RI) are you anticipating in the next two years? The Future of RI | Deterrents to Growth Overall, mistrust/concerns about greenwashing is the most frequently mentioned major deterrent to growth in RI.