Our research processes is: 1. Potential company names are put forward by our Portfolio Manager. 2. We begin comprehensive background research into such things as CGF SRI reports, integrated reports, company website and publications. A draft report is started. 3. Contact is made with both management and unions. Management is sent the CGF draft report for comment, and both management and union representatives/shop stewards complete a Social Analysis questionnaire. 4. We interview management, shop stewards and employees. 5. Data analysis – the company gets scored and the report is completed based on the Social Analysis questionnaires, interviews etc. 6. The report is presented to the Investment Committee (IC) for approval or rejection, which in turn makes recommendations to the Board for their feedback. 7. The Board makes a final decision and the CGF SRI report is submitted to COMANCO for endorsing and passing onto the Portfolio manager. COMANCO and the Portfolio Manager get a mandate to invest, or not. 8. The company is given a CGF SRI Executive summary.
Selection of Companies
Companies submitted by Portfolio Manager Unity In use: CGF Universe of Shares
Background Research & Report Writing
Use: Background Research Information – CGF SRI Reports; Integrated Reports, Company Website & Publications Start Writing CGF SRI Draft Report Use Collected Background Information
Create Contacts
Contact mnagement & unions Management: send CGF SRI Draft Report for connect & Social Analysus Questionnaire Unions/shop stewards: send Social Analysis Questionnaire
Interviews
Management, Shop stewards & workers
Scoring the Company & Complete Report Writing
Use & Add interview information; Completed Social Analysis Questionnaire & Completed Questionnaire from Union/Shop stewards
Report Presentation
Present the CGF SRI Report to the IC. IC in turn submits resolution & recommends to the Board for approval or rejection of the company Board makes a final decision on the company Comanco & Portfolio Manager are given a mandat to invest on approved company
Feedback to the company
CGF SRI Executive Summary Report given to the company
