On August 5, Canso became a signatory of the United Nations-supported Principles for Responsible Investment (PRI).
On September 25, Mawer signed the United Nations-supported Principles for Responsible Investment (PRI). In conjunction with signing the PRI, they also updated their own Responsible Investing Policy. It outlines their responsible investing principles and guidelines that apply to investment decisions, engagement with company management, and the voting of shareholder proxies.
On October 7, BlackRock confirmed that as of October 1, 2019, the target asset allocation in the LifePath Canada Index portfolios fully reflects the implementation of inflation hedging research that they began in March 2019.
On October 8, MFS announced that David Antonelli will retire as a portfolio manager of Global Equity Growth and Global Concentrated Equity MFS strategies on April 15, 2021. Current portfolio managers, Jeff Constantino and Joe Skorski, will continue to manage the strategies and work closely with Antonelli to ensure a smooth transition. This transition will not result in any changes to the investment approach of the strategies. The portfolio management teams will continue to work closely with Andrew Boyd, an institutional portfolio manager, and Peter Loncto, an investment products specialist, who are responsible for communicating the investment policy, strategy and positioning of the portfolio.
On October 10, MFS announced an upcoming organizational change within its Equity Team. As of March 1, 2020, MFS will adopt a regional structure headed by Co-Chief investment officers in Asia, Europe and America. This approach is designed to better integrate their equity research and portfolio management teams. The Co-Chief investment team will include Simon Gresham and Jeanine Thompson for Asia, Christopher Jennings and David Shindler for Europe, and Kevin Beatty and Alison O’Neil for America. They will all report to Ted Maloney, MFS Chief Investment Officer, and will retain their current portfolio management responsibilities.