Socially Responsible Investment (SRI), also known as “Responsible Investment” (RI), is the integration of environmental, social and governance factors (ESG) into the selection and management of investments. There is growing evidence that SRI reduces risk and leads to superior long-term financial returns.

By investing in companies with solid environmental, social and governance strategies (ESG), we expect to lower investment risk and provide superior risk-adjusted rates of return.  We have access to a large number of SRI investment strategies and solutions and will work with you to design an appropriate Investment Policy Statement (IPS) based on your unique situation and investment objectives. 

In recent years, Socially Responsible investment has come to encompass:

  • clean or renewable energy investing,
  • sustainable investing,
  • ethical investing
  • green investing,
  • community investing,
  • mission-based investing,
  • and more recently, impact investing.


SRI Core Income and Growth Portfolio

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For more information on SRI here are a few resources:

Responsible Investment Association (RIA)
Our members believe that the integration of environmental, social and governance (ESG) factors into the selection and management of investments can provide superior risk adjusted returns and positive societal impact.
Link to RIA website

Principles for Responsible Investments (PRI)
Responsible investment is an approach to investment that explicitly acknowledges the relevance to the investor of environmental, social and governance (ESG) factors, and the long-term health and stability of the market as a whole.
Link to PRI website

Sustainalytics
This is an award-winning global responsible investment research firm specialized in environmental, social and governance (ESG) research and analysis.
Link to Sustainanalytics website

Sustainable Investing - CPP Investment Board 
At CPPIB we consider responsible investing simply as intelligent long-term investing.
Link to CPP Investment Board
 


 

Our SRI Solutions

We have access to a large number of SRI investment solutions.  We will work with you to design an appropriate Investment Policy Statement (IPS) based on your unique situation and investment objectives.  We will then build and monitor an appropriate customized solution that meets your specific situation and objectives.  Depending on your unique IPS appropriate investments will then be identified – and may include individual securities (stocks and bonds), Exchange-Traded Funds (ETFs) and/or mutual funds.         
 

A few resources for more information:

NEI – Ethical Funds   Link to NEI website


Please contact us if you would like more information on SRI funds, performance summaries and commentaries.