Our Approach to Responsible Investing
ATRF's primary investment goal is to generate returns that are sufficient to fund the plans over the long term, while remaining within the risk tolerance of the plan sponsors (the Alberta Teachers' Association and the Government of Alberta). Providing a secure pension at a reasonable cost is consistent with ATRF's fiduciary duty to act in the best interest of its beneficiaries.
Responsible Investing (RI) involves evaluating both financial and non-financial attributes of investment opportunities. The consideration of environmental, social and governance (ESG) factors is an important part of this process.
In 2017, the ATRF Board approved a Responsible Investing Policy. To read the current policy, click here.
To view our Proxy Voting Guidelines, click here.
Responsible Investment Initiative
In 2019, ATRF became a signatory to the Principles for Responsible Investment, or PRI.This organization was created by the United Nation in 2005 to serve as the world's leading proponent of responsible investing. PRI works to understand the investment implications of ESG factors, and to support its international network of investor signatories by incorporating those factors into their investment and ownership decisions.
ATRF joins more than 2,000 other global investors as signatories to the PRI.
The PRI acts in the long-term interests of its signatories, of the financial markets and economies in which they operate and, ultimately, of the environment and society as a whole. The PRI encourages investors to use responsible investment to enhance returns and better manage risks. It has identified six key aspirational principles that impose specific reporting requirements on its signatories so they can demonstrate their ongoing progress in adopting these principles.
ATRF is proud to join its fellow investors as a signatory to PRI as we further demonstrate and formalize our commitment to responsible investing.