Genus Insights

Every year we look back at the trends and events that shaped the investment landscape. Here’s what we saw in 2024.

A new way of structuring institutional finances—using a mix of grants, private and public equity, as well as bonds and other fixed income products—offers a way to achieve higher values alignment in their deployment of capital.

If you’ve explored the possibility of using robo advisors to manage your investment assets, you’re not alone. Robo advisors first became publicly available to investors in 2008, and quickly became a dominant force. Since 2018, total assets under management by robo advisors in Canada ballooned from US$13.19 million to a projected US$13.74 billion by the end of this year.

Every year, we ask our team members to recommend their favourite B Corp gift picks. The 12 businesses on our 2024 list are loaded with fun and functional gift ideas. Happy gifting!

Canadians who want to make an impact are recognizing the appeal of investing in companies that align with their values — and divesting from those that don’t.

This year marks our 35th anniversary since our founding in 1989, and we’re celebrating the way we always do: by continuing to make a positive impact for our clients – and for the planet.

Socially responsible investors are increasingly looking for ways to screen out controversial companies from their investment portfolios.