Climate Change Data

Environmental Metrics

Climate Goals & Targets

Environmental Challenges

• High inflation
• Rising interest rates
• High volatility in markets
• Geopolitical instability
• Global economic uncertainty
• Supply chain disruptions
• War in Ukraine disrupting global markets, asset classes, commodities, and currencies
• Elevated concerns about the European economy and energy crisis

Mitigation Strategies

• Focus on leading businesses
• Selling covered call options
• Defensive characteristics of utilities and utility-like stocks
• Wider global exposure to mitigate impact of rising interest rates in Canada

Supply Chain Management

Climate-Related Risks & Opportunities

Environmental Metrics

ESG Focus Areas

• ESG

Climate Goals & Targets

Environmental Challenges

• Significant supply chain issues
• Significant rise in inflation
• Increasing likelihood for a global recession

Mitigation Strategies

• Employing experienced portfolio managers to manage security portfolios daily according to market events and investment objectives
• Maintaining a governance structure that oversees the Fund's investment activities and monitors compliance with the Fund's stated investment strategy and securities regulations

Supply Chain Management

Climate-Related Risks & Opportunities

Reporting Standards

Frameworks Used: IFRS

Third-party Assurance: PricewaterhouseCoopers LLP

Environmental Metrics

Climate Goals & Targets

Environmental Challenges

• Supply chain issues, tighter labor, higher inflation, higher capital costs and higher interest costs impacting clean energy companies.
• Higher potential funding costs driven by higher interest rates impacting longer-dated projects.
• Weak investor sentiment in the clean energy sector.
• Macro environment (economic and geopolitical) uncertainty.
• Inflationary pressures and potential for interest rate increases.
• Global geopolitical tensions (Eastern Europe conflict, Israel-Palestine conflict).

Supply Chain Management

Climate-Related Risks & Opportunities

Awards & Recognition

• Best Sector Equity Fund over 5 years by Refinitiv Lipper Funds Awards Canada (Harvest Tech Achievers Growth & Income ETF)

Environmental Metrics

Climate Goals & Targets

Environmental Challenges

• High capital costs and high interest rates are headwinds to short-term dynamics in clean energy stocks.
• Some companies with longer-term growth projects or reliance on government subsidies are impacted by higher potential funding costs.
• Weak investor sentiment in the clean energy sector.

Supply Chain Management

Climate-Related Risks & Opportunities

Environmental Metrics

ESG Focus Areas

• Environmental
• Social
• Governance

Climate Goals & Targets

Supply Chain Management

Climate-Related Risks & Opportunities