What if your investments reflected your values?
Do you have causes that are close to your heart, social and environmental issues that you would like to support?
Responsible investment (RI) is a strategy that allows for the integration of environmental, social, and corporate governance (ESG) criteria into the allocation of your investments. This means that financial performance is not the only criterion for selecting the financial vehicles chosen.
According to your instructions, we also take into account ESG factors. Your investment portfolio is thus personalized according to your principles. By doing this, you encourage companies to change their behavior. All this is done in collaboration with suppliers who are members of the Responsible Investment Association.
How is it done?
We can negatively screen investment vehicles, i.e., exclude certain sectors or stakeholders from your portfolio – for example, based on your ethical or moral convictions.
We can also perform positive screening, i.e., make sure that certain companies are included because of their performance in certain areas – for example, on the environmental, energy efficiency or inclusion front.
According to the latest survey conducted among investors of the Responsible Investment Association, an impressive 77% of Canadian investors wish their investments to prioritize a high level of environmental sustainability, social responsibility, and corporate governance (ESG).
Since the creation of the first responsible investment fund in Canada in 1986, the offering in this area has gradually diversified. Responsible investment is a modern way to invest! Contact us to learn more about all the options available.
