News

Lisa Becker, UTAM’s COO, appointed to Canadian Coalition for Good Governance’s Environmental and Social Committee

UTAM is pleased to announce that Lisa Becker, UTAM’s Chief Operating Officer, has been appointed to the Environmental and Social Committee of the Canadian Coalition for Good Governance (CCGG). The committee helps CCGG provide best-practice…

University of Toronto building with gothic archway

UTAM Partners with RPIA in New Fossil Fuel Exclusion Strategy

Toronto-based asset management firm RPIA, in collaboration with UTAM, has launched a new, actively managed credit strategy that excludes fossil fuel exposure from the portfolio. The University of…

Cover of UTAM Annual Report 2021.

Investing in Tomorrow: UTAM’s 2021 Annual Report

UTAM’s 2021 Annual Report to stakeholders details the performance of the Endowment and short-term working capital investments managed on behalf of the University of Toronto, along with other…

CDP logo

UTAM Renews Support for CDP’s Science-Based Targets Campaign

For the third year running, UTAM is a signatory to CDP’s Science-Based Targets Campaign. The campaign coordinates global asset owners and major corporate buyers to call on companies to set…

Cover of the 2021 Annual Review from EOS at Federated Hermes.

EOS 2021 Annual Review and UTAM’s Engagement Highlights

Since 2019, UTAM has partnered with EOS at Federated Hermes, a specialized provider of global corporate engagement services, to undertake engagement activities representing the combined influence of…

Lu Yao, UTAM

PIAC survey shows responsible investing has momentum, says UTAM’s Lu Yao

Every three years, the Pension Investment Association of Canada (PIAC) surveys its member institutions to gauge approaches to responsible investment and stewardship. The latest Responsible Investment…

University of Toronto Divesting $4 Billion Endowment from Fossil Fuel Investments, Commits to Net Zero Carbon Emissions by 2050

U of T is world’s first university to join UN-convened Net-Zero Asset Owner Alliance: University of Toronto President Meric S. Gertler announced today that the University will divest its $4.0 billion…

Canadian Investor Statement on Climate Change - Signatory

UTAM Signs Canadian Investor Statement on Climate Change

UTAM joins more than 35 other institutional investors, managing a total of more than $5.5 trillion in assets, in signing a new Canadian Investor Statement on Climate Change, released today.…

UTAM is a Founding Participant of Climate Engagement Canada

We’re pleased to announce that UTAM is a Founding Participant of Climate Engagement Canada (CEC), a finance-led initiative that aims to drive dialogue between the financial community and Canadian…

Publication of 2021 PRI Assessment Reports Delayed

UTAM is a signatory, on behalf of the University of Toronto, to the United Nations–supported Principles for Responsible Investment (PRI), a set of commitments adopted by institutional investors…

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UTAM Shortlisted for ICGN’s 2021 Global Stewardship Awards

UTAM is pleased to announce that we have been shortlisted for an International Corporate Governance Network (ICGN) Global Stewardship Award for the second year in a row. UTAM is one of five…

Chuck O’Reilly

A message from Chuck O’Reilly, President and Chief Investment Officer

I'm very pleased to address UTAM’s stakeholders for the first time as President and Chief Investment Officer, following the departure of my predecessor, Daren Smith, to an exciting new appointment…

Chuck O’Reilly

Chuck O’Reilly to Lead UTAM as President and CIO

UTAM is pleased to announce that Chuck O’Reilly, Senior Portfolio Manager and Head of Public Equities, will become President and Chief Investment Officer at the end of July. He takes over the…

Chuck O’Reilly: 2021 Chief Investment Officer Next Gen

Chief Investment Officer Names Chuck O’Reilly a Rising Investment Star

Chuck O’Reilly, Senior Portfolio Manager and Head of Public Equities at UTAM, has been chosen by Chief Investment Officer (CIO) for its Class of 2021 NextGens, a group of 25 rising stars in…

Wind turbines

UTAM Signs 2021 Global Investor Statement to Governments on the Climate Crisis

Earlier this month, UTAM joined more than 450 investors, representing US$41 trillion in assets, in signing a joint statement to world governments, urging leaders to accelerate action to address…

Cover of UTAM Annual Report 2020.

Read UTAM’s 2020 Annual Report

We’re pleased to announce the publication of our 2020 Annual Report, titled NEXT. It includes details about the performance of the Pension, Endowment and short-term working capital investments we…

Cover of the 2020 Annual Review from EOS at Federated Hermes.

EOS Report Highlights 2020 Engagement Activities

The 2020 Annual Review from EOS at Federated Hermes provides insights on the engagement activities it conducted last year on behalf of UTAM and other institutional investors. Active ownership,…

Climate Action 100+ logo.

An Update on Climate Action 100+

UTAM is pleased to provide an update on Climate Action 100+, the largest-ever investor-led initiative to ensure the world’s largest corporate greenhouse gas (GHG) emitters take necessary action on…

Impax Asset Management logo.

UTAM Partners with Impax to Launch New Sustainability-Focused Investment Vehicle

Responsible investing, including the incorporation of environmental, social and governance (ESG) factors, has been an integral part of UTAM’s investment analysis and decision-making process since…

UTAM Joins University Network for Investor Engagement (UNIE)

Today marks the launch of the University Network for Investor Engagement (UNIE), a coalition of Canadian university endowments and pension plans that will leverage our collective power as…

SCR GARP logo.

UTAM’s President and CIO Earns Sustainability and Climate Risk Certificate from GARP

Daren Smith, UTAM’s President and Chief Investment Officer, is one of the first investment professionals in the world to complete the Sustainability and Climate Risk (SCR™) program from the Global…

Cover of 2019-2020 Responsible Investing Report.

Read UTAM’s 2019–2020 Responsible Investing Report

We’re pleased to announce the release of our fourth annual responsible investing report, titled Guiding Principles. The report includes a detailed account of how we weigh the potential impacts of…

CDP Science-Based Targets Campaign

UTAM Supports CDP’s Science-Based Targets Campaign

UTAM has joined fellow investor signatories of CDP in supporting the organization’s Science-Based Targets Campaign, which aims to accelerate the corporate sector’s adoption of science-based reduction…

Canadian Investment Review: Pension Leadership Awards

UTAM Named a Finalist for Canadian Investment Review’s Sustainable Investing Award

UTAM is honoured to be one of the three finalists for Canadian Investment Review’s first Pension Leadership Awards in the category of Sustainable Investing. The awards celebrate pension plan sponsors…

Canadian Investor Statement on Diversity & Inclusion - Proud Signatory

UTAM Signs the RIA’s Investor Statement on Diversity & Inclusion

UTAM is pleased to be one of the 10 founding signatories of an investor statement on diversity and inclusion developed by the Responsible Investment Association (RIA). Signatories to the statement…

Benefits Canada cover.

Benefits Canada Spotlights UTAM’s Approach to Responsible Investing

Benefits Canada, a magazine for pension, benefits and investment executives, recently interviewed Daren Smith, UTAM’s President and Chief Investment Officer, for an article about his team’s approach…

CCGG logo.

UTAM Endorses CCGG’s Stewardship Principles

UTAM has publicly endorsed the Stewardship Principles of the Canadian Coalition for Good Governance (CCGG), along with more than 20 other institutional investors. The CCGG’s Stewardship Principles…

UTAM’s President & CIO Speaks at a Webinar Hosted by the PRI and IEN

Daren Smith, UTAM’s President & Chief Investment Officer, recently shared our approach to addressing climate change on a webinar presented by the Principles for Responsible Investment (PRI) and…

UTAM Receives Excellent PRI Scores

We are pleased to report that UTAM has received high scores – our strongest yet – in the PRI’s annual assessment of our responsible investing approach. We received A+ marks in all six categories that…

ICGN logo

UTAM Shortlisted for ICGN Global Stewardship Award

UTAM is pleased to announce that we have been shortlisted for an International Corporate Governance Network (ICGN) 2020 Global Stewardship Award. These awards recognize individuals and organizations…

ILPA logo

UTAM’s ESG Activities Included in Best Practices Compilation

We are very pleased to announce that the Institutional Limited Partners Association (ILPA) has included UTAM in its ESG Roadmap and Resources (“the Roadmap”). The Roadmap includes a compilation of…


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