HOOPP Investment Policies

In keeping with risk management best practices, HOOPP regularly reviews its investment policies. HOOPP complies with regulatory and industry policies in its investment practices as well as internal investment policies as established by the Board of Trustees.

Statement of Investment Policies & Procedures (SIP&P)

HOOPP’s HOOPP Statement of Investment Policies & Procedures (SIP&P) provides a summary of investment policies, as well as the philosophy, objectives and principles that apply to the management of the Fund.

Sustainable Investing Policy

HOOPP believes that the appropriate consideration of Environmental, Social and Governance (ESG) issues is an integral part of the investment decision making process that allows investors to gain a more complete view of the potential risks and opportunities in an investment. Learn more about our Sustainable Investing Policy.

Proxy Guidelines

HOOPP, as an owner of shares in corporations in Canada and around the world, is entitled to vote on issues put forth by management and shareholders. These votes are cast, in most instances, by use of a proxy.

A proxy, is a legal transfer to another party of a shareholder's right to vote, allows shareholders who cannot physically attend meetings to participate. Learn more about HOOPP's Proxy Guidelines.

Trade-Matching Statement

HOOPP’s Investment Operations has implemented the standards set forth by The Canadian Capital Markets Association, as outlined in the National Instrument 24-101.

HOOPP employs policies and procedures to ensure efficient and timely settlement of institutional trades.

In compliance with the agreement, HOOPP is posting here our Trade-Matching Statement signed by our Chief Financial Officer.

Tax Strategy

HOOPP’s Tax Strategy is regarded as complying with the duty under Schedule 19 of the UK Finance Act 2016 for the financial year ended December 31, 2024 on behalf of all relevant entities within Healthcare of Ontario Pension Plan’s group.