Climate Impact

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?

Make money while making positive environmental impact

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ESG integration

Integration of environmental, social, and governance (ESG) factors into the selection and management of all investments

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Impact investing

Create measurable positive change while earning financial returns

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Stewardship

Partnering with asset managers that demonstrate the highest leadership in active ownership and advocacy

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Why we built this portfolio

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.

How we put this portfolio together

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.

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Portfolio Details

Here's what you're exposed to

Your portfolio may hold the diverse list of asset classes and investment strategies below. The exact composition will depend on your risk profile.

Very Low Risk - Climate Impact Portfolio

Green Bonds - 29%
ESG Investment Grade Bonds - 26%
Market Neutral Equity - 20%
ESG Global All-Cap Equities - 11%
ESG Corporate Credit - 9%
Impact Equities - 3%
Carbon Credits - 1%
Canadian Dollars - 1%

Low Risk - Climate Impact Portfolio

Green Bonds - 25%
ESG Investment Grade Bonds - 22%
Market Neutral Equity - 18%
ESG Global All-Cap Equities - 16%
ESG Corporate Credit - 10%
Impact Equities - 6%
Carbon Credits - 2%
Canadian Dollars - 1%

Medium Risk - Climate Impact Portfolio

ESG Global All-Cap Equities - 25%
Green Bonds - 17%
Market Neutral Equity - 13%
Impact Equities - 11%
ESG Corporate Credit - 10%
ESG Investment Grade Bonds - 10%
Green Real Estate - 8%
Carbon Credits - 5%
Canadian Dollars - 1%

High Risk - Climate Impact Portfolio

ESG Global All-Cap Equities - 31%
ESG Corporate Credit - 15%
Impact Equities - 14%
Green Real Estate - 10%
Carbon Credits - 10%
Green Bonds - 9%
Market Neutral Equity - 7%
ESG Investment Grade Bonds - 3%
Canadian Dollars - 1%

Very High Risk - Climate Impact Portfolio

ESG Global All-Cap Equities - 41%
Impact Equities - 18%
ESG Corporate Credit - 15%
Carbon Credits - 15%
Green Real Estate - 10%
Canadian Dollars - 1%

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

Responsible investing done right

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.

Responsible Investing Features
OneVest Climate Impact Portfolio
Negative Screens

We exclude companies involved in the following:

  • UN Global Compact violations
  • Very Severe Controversies
  • Controversial weapons
  • Tobacco
  • Fossil fuels
ESG Integration

ESG is integrated across all portfolio holdings, and we aim for a minimum carbon intensity reduction of 50% relative to the benchmark.

Shareholder Engagement & Advocacy

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.).

Impact Investments

For every $10,000 invested, the portfolio’s impact investments will offset 9-14 tonnes of CO2e, depending on your risk profile.

UN SDG Alignment

Your portfolio is aligned to the following UN Sustainable Development Goals:

Affordable and Clean EnergyIndustry, innovation and infrastructureSustainable Cities and CommunitiesResponsible Consumption and ProductionClimate action

Frequently Asked Questions

Will I have access to all asset classes?
Why don't you list the specific securities you invest in?
What's the allocation of asset classes in my portfolio?
Why would I choose Climate Impact over other portfolios?
Is this portfolio right for me?

Explore OneVest Portfolios

Core Portfolio

Core

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.

Learn more

Climate Impact

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

Disruption & Innovation

Benefit from disruptive and innovative companies beyond what’s typically found in traditional economic sectors.

Learn more