Insights

How Impact Investing Drives Change for the Planet and Your Future

how impact drives change - picture of a pine tree forest taken by the top with the writing impact investing is growing because it's a win-win in white

Choosing impact investing means you can support pressing social and environmental advancements while also securing your financial future — a true win-win. 

Now, more than ever, we are living in a world of change. There is a collective shift toward the desire to do better. To leave the world in a better state for our children and their children. To contribute to causes we care deeply about. With impact investing, we can have real, tangible impact on some of the world’s most pressing socioeconomic and environmental challenges.

Impact investing is growing, because it’s a win-win

When you choose impact investments, you’re divesting from companies that are high carbon emitters, and those that are directly involved in extracting, processing and transporting oil, gas, or coal.

And by investing in fossil fuel free funds, you’re supporting causes that mean the most to you, without furthering the development of companies that harm the planet and society. 

But you’re also building security for your financial future. 

Impact investing is financially robust

The energy sector can be volatile. We fill in the gaps with strong companies that are not involved in extracting, refining or transporting fossil fuels. Over a seven-year period, clients who divested from fossil fuels with our Genus Fossil Free™ CanGlobe Equity Fund saw stronger financial returns than their benchmark (25% TSX Composite, 75% MSCI World Index).
While markets plummeted this year due to COVID-19—and then bounced back—some industries, like oil and gas, didn’t regain their pre-pandemic market value. During a crisis, impact investing not only holds up. This type of sustainable investing excels.

From December 31, 2019 to July 31, 2020, impact investors in our Fossil Free High Impact Equity Fund received a return of 9.91%, outperforming its benchmark (MSCI World Index) of 2.35% over the same period (data retrieved from 2020 Divestment Report, page 17)

How you can achieve impact in the world by impact investing with Genus Fossil Free

At Genus, we have a long history with socially responsible and ESG investing, which refers to environmental, social and governance—three key factors in measuring the sustainability and ethical impact of a company. 

But we go further than other ESG and ethical funds with Genus Fossil Free. With our Net Impact Score™, we account for both the positive and negative impact of your investments—and aim to create more positive impact with your money. 

Our portfolio managers listen to your core values: What do you care about? What do you want to achieve with your investments? What sort of impact on the world do you want to make? Our financial advisors investigate top-performing companies in the industries you choose to create an impact investing strategy that’s right for you.

It is your choice which causes and industries you align with. This way, you’re not only seeing financial returns that better your future, but also the impact you’re making on the planet and society.

how impact investing drives change- globe draw with chock on the floor painted by a children's hand

Source: Adobe Stock Photo

By optimizing your portfolio, divesting from fossil fuel stocks, and investing in future-forward solutions, you can reduce overall financial risk without sacrificing returns. 

We’ve seen first-hand that an impact-first strategy can hedge against crises, while securing not only yours and your children’s future, but also supporting the future of the planet and society. Are you ready to join us and make an impact?

Learn more about impact investing in our Divestment Report 2020, which analyzes seven years of Fossil Free performance, or contact us to chat about a personalized plan tailored to the impact you want to make in the world.

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Client impact

“Graduating from a big bank to Genus was one of the best financial steps we've ever taken. Genus has delivered reliable asset growth despite our moderate risk tolerance. As our financial security has grown, we've also been the beneficiaries of a great client experience. The company's communications have been consistently transparent and informative, including educational webinars and a well-designed web portal where we can track investments daily. Most importantly to us, our portfolio manager has always responded swiftly and thoroughly to our questions and requests. ”
Martin T.
"Having relatively diverse financial goals and needs, along with a slight reticence regarding the stock market, Genus skillfully addressed all of our concerns, and put together a truly exceptional plan: Fossil free funds and a diversified investment portfolio, check; An effective Impact investment portfolio that coincides with our hopes and dreams for a better world, check; Professional advice and assistance to create a donor advised charitable fund with immediate charitable receipts for tax purposes, check. Returns? Way beyond our expectations! We even had some fun along the way and certainly enjoyed an incredible two-year start to what will be a satisfying long-term relationship with Genus."
Marc B.
“I love the service I get at Genus.”
Chris H.
“Leslie and I were fellow board members when we met twenty years ago. For the last ten she has been thoughtful in the construction of an investment strategy for my family and is executing the strategy as planned. The team at Genus has met my expectations and are a pleasure to deal with.”
Bob Q.
“For over 15 years, I have provided selection and performance evaluation of multiple investment managers for a significant family office. Leslie and Genus have been foundational for me in my role. I have always found Leslie and her colleagues to be insightful and proactive, and found the performance of their portion of the portfolio to be well above benchmarks. And they have been a great pleasure to work with.”
Douglas H.
“Genus is a very innovative firm. I am pleased to invest in their Fossil Free and Impact strategies that help me invest in line with my values.”
Marnie C.
“Great team of professionals. Excellent website and reporting. Responds to inquiries promptly. Very pleased with the process of changing from another company to Genus as well. Kudos.”
David L.
“Genus consistently provides a good, clearly explained, comprehensive picture of the general economic and financial situation, along with an excellent account of the investment decisions made in relation to this. Genus’ equally strong concern with clients’ questions and requests for further information is also a very important part of the service it provides.”
Allan S.
“Back in 1992 when I found myself at fifty with a substantial amount of money to invest, I knew just one thing — that I didn’t want to contribute to tobacco companies, arms manufacturers, or oil. But over the ensuing years the options for socially responsible investing have become far more sophisticated and I’m very happy that this is a big part of the Genus approach. I also very much appreciate the long-term relationship with my portfolio manager, Mary Lou.”
Ann P.

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