Climate change is the single greatest systemic risk of our lifetime. But, the fight against climate change also creates opportunities. We believe it is possible to simultaneously do good and do well by aligning purpose with your portfolio.
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Why CLIMATE IMPACT?
Integration of environmental, social, and governance (ESG) factors into the selection and management of all investments
Create measurable positive change while earning financial returns
Partnering with asset managers that demonstrate the highest leadership in active ownership and advocacy
To avoid the most dangerous and irreversible effects of climate change, global warming needs to be limited to 1.5oC by 2100, which means cutting global carbon emissions to net zero by 2050. This means, we need to start taking action today.
We can achieve net-zero in two ways: by encouraging companies to be better environmental actors, and, more importantly, by directing capital to companies and innovations that help accelerate our transition away from carbon-based sources of energy.
Portfolio Details
Your portfolio may hold the diverse list of asset classes and investment strategies below. The exact composition will depend on your risk profile.
Last updated: April 2022. Unless stated otherwise, any performance data quoted represents past performance. Past performance is not indicative of future returns. No representation or warranty is made that any returns indicated will be achieved
Our standards go far above and beyond typical wealth manager offerings to build one of the most meaningful and carefully-curated Responsible Investing portfolios in Canada.
We exclude companies involved in the following:
ESG is integrated across all portfolio holdings, and we aim for a minimum carbon intensity reduction of 50% relative to the benchmark.
We only partner with asset managers that demonstrate the highest leadership in Responsible Investing and are active in the areas of proxy voting, corporate engagement, public policy, as well as industry memberships (UN PRI, CCGG, ICGN, Climate Action 100+, TCFD, GIIN, Climate Bond Initiative etc.).
For every $10,000 invested, the portfolio’s impact investments will offset 9-14 tonnes of CO2e, depending on your risk profile.
Your portfolio is aligned to the following UN Sustainable Development Goals:
This isn’t your typical boring old balanced fund. By utilizing a broader set of building blocks beyond just stocks and bonds in constructing your portfolio, we can achieve better diversification and potentially better returns.
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Climate change is the single greatest systemic risk of our lifetime. But, the fight against climate change also creates opportunities. We believe it is possible to simultaneously do good and do well by aligning purpose with your portfolio.
Learn more
Benefit from disruptive and innovative companies beyond what’s typically found in traditional economic sectors.
Learn more