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CSA Staff Notice 81 -334 (Revised) ESG-Related Investment Fund Disclosure
Part E. Key Findings and Guidance
X. Continuous disclosure

Guidance on continuous disclosure: Funds that use certain types of ESG strategies (2 of 2)

(b) Funds that use engagement as an ESG strategy

Staff encourage all ESG Objective Funds and ESG Strategy Funds that use engagement in relation to ESG matters as a principal investment strategy to provide disclosure about: (a) past engagement activities on their designated websites; and (b) how the fund’s past engagement activities align with the ESG-related investment objectives and/or strategies of the fund as part of the summary of the results of the fun d’s operations in the MRFP.