About this Report

Scope

This is ATB’s second combined Annual and Corporate Social Responsibility (CSR) Report. We have combined these reports because we believe that supporting Alberta’s greater good is an intrinsic part of who we are. Within the CSR section of the report, there are four key areas of social responsibility: Economy, Workplace, Community, and Environment. We follow international standards for CSR reporting and recognize that transparency is key to ATB’s long-term sustainability.

ATB Financial (ATB) operates mainly in Alberta. Our AltaCorp Capital Inc., AltaCorp Capital USA Inc., and ATB Private Equity GP Inc. subsidiaries operate through our AltaCorp area of expertise, and ATB Investment Management Inc., ATB Securities Inc., and ATB Insurance Advisors Inc. operate through our Investor Services area of expertise.

We have no specific limitations on the scope or boundary of this report. It reflects ATB’s overall performance as well as its significant economic, environmental and social impacts on Alberta.

Reporting Period

All activities described in this report were undertaken within fiscal year 2020 (April 1, 2019 to March 31, 2020), unless otherwise noted. This report and its content will be updated in May of each year.

CSR Reporting

To develop and present our content in a balanced, transparent and reasonable way, we have used Global Reporting Initiative’s (GRI) guidance since our first CSR report 10 years ago. We used the materiality principle to choose significant economic, workplace, community, and environmental topics relevant to our stakeholders. The stakeholder inclusiveness principle helped us to identify our stakeholders and their expectations. All information in this report is presented to show what makes ATB sustainable, profitable, and responsible stewards. It reflects our significant economic, community, workplace, and environmental activities. The completeness of the report will enable our stakeholders to accurately assess our performance over the reporting period.

CSR Scorecard Committee

Our CSR Scorecard Advisory Committee led and guided the development of indicators, targets and measures within the CSR section of the report. This committee represents key areas of ATB such as finance, human resources, and environmental sustainability. The committee chose indicators to measure the results of our efforts within each of the four key CSR areas. Our resulting report showcases ATB’s efforts in CSR for all ATB stakeholders, including our owner and regulator (the Province of Alberta), our team members, and our customers.

To ensure accuracy, members from across the organization also reviewed the data. ATB’s Board-approved Corporate Social Responsibility Policy, our CSR values and commitment, combined with the understanding of fundamental operations at ATB, helped us to focus our efforts.

Scorecard Committee: Javier Cuervo, Suzana Kudelic, Dale Lechelt, Chett Matchett, and Holly Regel.

Aligning with Global Reporting Initiative

Transparency and accountability are key elements of corporate citizenship. ATB continues to align our Annual and CSR report with Global Reporting Initiative’s (GRI) guidelines to ensure its completeness and balance.

We use GRI’s G4 standard and self-declare core compliance. Our GRI content index can be found at the end of this report.

ATB’s internal reviewer (CSR): Sean Garritty

For questions about the CSR portion of this report, email the CSR team at corporategiving@atb.com.