Socially Responsible Investing
Combining Values With Competitive Returns
Our approach to sustainable and socially responsible investing features two distinct but integral disciplines: a rigorous review of valuation fundamentals, plus a thorough assessment of environmental and social performance. This is how we combine competitive returns with our clients' social and environmental values.
Commitment & Expertise
Genus has a long history of commitment to sustainable and socially responsible investing. We have managed SRI mandates for more than 15 years and consider this an area of distinct expertise.
Clients can choose from Canadian Equity, Global Equity and Bonds under the banner of our Biosphere Plus portfolios. Our expertise is available through both pooled fund and segregated accounts for those clients who require customized screens to meet their unique requirements.
Investment Approach
Our screened portfolios use the same investment approach as our traditional mandates, but we integrate environmental, social and governance factors to screen out companies that do not meet our social and environmental criteria.
The list of eligible securities for SRI portfolios is different and smaller than that of our traditional portfolios. Careful attention to risk management ensures that we do not have concentrated positions as a result of the smaller selection universe and that portfolios are adequately diversified across sectors and industries.
Research & Screening
Our screening is conducted by Jantzi-Sustainalytics and is based on best-of-sector analysis. This approach evaluates companies in relation to their industry counterparts and recognizes that the goal is not perfection, but rather the best practices in the given industry.
Industries which are associated with significant environmental and social impact such as tobacco, weapons manufacturing, nuclear energy and oil production from oil sands, are automatically excluded from our SRI selection universe. We maintain diversification with exposure to all sectors of the economy. In addition, this strategy is consistent with the underlying goal of encouraging positive corporate change.
Genus has been associated with Jantzi-Sustainalytics since 1994 when we became one of their first clients.
Emphasis on Sustainability
Our Biosphere Plus environmental and social screens reflect the United Nations' Educational and Scientific Organization's Man and the Biosphere guidelines. These guidelines account for many of the more popular social and environmental concerns, emphasizing conservation, along with sustainable development and support for research and training.
Key Features & Benefits
► Proven expertise in sustainable and socially responsible investing
► Focus on valuation fundamentals, environmental and social performance
► Superior equity and fixed management by leading money managers
► Competitive fees, first class client service, administration and reporting
Contact Us to Learn More
Call us at 1-800-668-7366 or email info@genuscap.com to learn more about how our socially responsible investment options can help you achieve your goals.
GENUS COMMENTARY
THE POWER OF ZERO
The economic recovery is still in its early stages and inflation well-contained. Central bankers are not likely to retreat from their current low interest rate policy anytime soon. In this commentary, we focus on Genus strategies that are solving the problem of zero.
Read on...