Our Commitment to Data Privacy and Fair Practice
We recognize that our position as stewards of capital and impact data garners us both influence and access to private information. We take that seriously and are committed to using our position for positive change. We are keenly aware of how data can be and has been used to harm and disenfranchise groups. But conversely, we also see how data can be used as a positive force for change through impact management. Data can be an important tool in creating a more equitable, just and sustainable society. We believe in honest, transparent engagement with Indigenous people and other marginalized communities to ensure agreement with our use of the data.

If you have concerns about sharing data or about our intended or actual use of  data, please reach out and we will discuss appropriate accommodations.

Data Collection Overview:

• WHEN: We use these assessments as part of our due diligence process on investment products for client portfolios and, after client investment, when generating portfolio impact reports for clients.
• WHY: We use these assessments to support impact assessment and performance measurement. It is important to note that investment decisions and monitoring practices are informed by the mandates and priorities set by our clients. The suitability assessment of an investment for a portfolio and its performance are based on many factors. We do not base our decisions solely on any diversity metric.
• DATA SHARING: Completed assessments are not shared directly with clients; instead they are used to to generate analysis for memos and reports. We will never publicly share product-level data; we share results with clients only on a confidential basis, not to be shared. We may anonymize and aggregate impact data to provide general commentary about the state of Canada’s impact investing sector or specific impact areas or to advance the sector generally.
• DATA SHARING, PRODUCTS AND PRODUCT ISSUERS WITHIN REALIZE FUND I: Post-investment annual assessments will be shared with Employment and Social Development Canada. See the Realize Capital Partners website for more information.