Presentation of Research Findings Prepared for: FOCAL September 2005

Phoenix SPI for FOCAL; September 2005 Introduction  Objective - obtain information about external CSR practices of Canadian companies in Latin America and the Caribbean.  Findings to:  Inform public discussion about international development assistance and role of Canadian businesses in the Americas  Help shape public policy in Canada on supporting CSR activities by Canadian companies.  Research was funded by the Government of Canada.

Phoenix SPI for FOCAL; September 2005 Methodology  Self-administered survey with representatives of Canadian businesses operating in Latin America and the Caribbean.  Respondents were managers responsible for their company’s CSR investments in the selected countries.  Countries included: Chile, Guatemala, and Trinidad and Tobago.  Reminder regime: two s sent to non-respondents and two sets of follow-up phone calls.  34 questionnaires sent, 14 executives completed survey = 41% response rate.  Fieldwork conducted August 15- September 8, 2005.

Firms with a CSR Program

Phoenix SPI for FOCAL; September 2005 Type of CSR Activities Percentage Multiple responses accepted

Phoenix SPI for FOCAL; September 2005 Method of Implementing CSR Activities Percentage Multiple responses accepted

Phoenix SPI for FOCAL; September 2005 CSR Investments vs. Govt. of Canada Aid: Chile, Guatemala and Trinidad & Tobago Corporate CSR Investment, Most recent fiscal year Government of Canada, Average Aid * $2.7M 3,990 staff days $15.4M *Source: OECD. Figures converted from U.S. Dollars

Phoenix SPI for FOCAL; September 2005 Partnerships & Assistance 75% partner with specialty NGOs: –83% each do so for design and implementation of CSR program. –17% do so for funding. 63% partner with consulting firms: –All do so for the implementation of CSR program. –80% do so for design of program. 63% partner with other companies or business associations: –All partner for design and implementation of CSR program. –60% in the area of funding. 25% partner with development agencies: –All do so for the design and funding of CSR program. –Half do so for implementation of program.

Phoenix SPI for FOCAL; September 2005 Reasons for Investing in External CSR Programs Percentage (5-point scale; 5 = extremely important, 1 = not important)

Phoenix SPI for FOCAL; September 2005 Perceived Impact of CSR Programs Percentage (5-point scale; 5 = big change, 1 = no change)

Phoenix SPI for FOCAL; September 2005 Millennium Development Goals Percentage Multiple responses accepted

Firms with No CSR Program

Phoenix SPI for FOCAL; September 2005 Reasons for Not Having a CSR Program Percentage Multiple responses accepted

Phoenix SPI for FOCAL; September 2005 Perceived Impact of Different Types of Assistance Percentage (5-point scale; 5 = extremely helpful, 1 = not helpful)

Phoenix SPI for FOCAL; September 2005 Conclusions  Firms with CSR programs undertake activities in a wide variety of areas.  Many firms have made substantial financial & human resources investments.  Programs carried out most often through a finance partner, direct company operation/implementation, and joint operation with partner.  Most motivated to invest in CSR program because it is the right thing to do (and company policy). All expect to enhance corporate reputation.