Insights

Vestas: Responsible Investing in Global Energy

From small beginnings as a Danish blacksmith shop in 1898, Vestas started producing wind turbines in 1979 and now leads the market with revenues of €6.9B and more than 54,000 turbines that generate enough electricity for millions of households.[1] At Genus Capital, Socially Responsible Investing means

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Invest in Positive Solutions, Counsels David Suzuki Foundation

“An organization like the David Suzuki Foundation is about positive solutions. This is a positive solution,” says Peter Robinson, CEO, regarding their endowment fund investment with Genus Capital. In 2005, when the David Suzuki Foundation (DSF) chose Genus Capital as their endowment fund manager, they

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Municipalities are Protecting their Assets

Vancouver, Seattle, Oslo, Uppsala—a growing list of leading global cities are integrating their sustainability policies with their investments and protecting their pension funds from stranded fossil fuel assets. On October 19, Oslo’s City Council pledged to ban investments in fossil fuels, a first for a

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Success: Decoupling of economic growth from coal

Is the global economy decoupling from energy-related emissions? Last year, world emission of CO2 remained at 32.3 billion tonnes, while world GDP grew by 2.9%. The world’s power sector grew less than the economy, and while this has happened before (the early 1980’s, 1992, and

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Universities and Divestment: Follow the Money

Over 40 post-secondary institutions across Canada, the United States, and the United Kingdom are divesting their endowment funds from fossil fuels. Primarily led by students, the divestment movement uses moral and environmental arguments to encourage university administrators to take a position on climate change issues, look

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Genus: Influencing U.S. climate policy

When the U.S. Environmental Protection Agency (EPA) moved to adopt a Clean Power Plan to significantly reduce carbon pollution from the power sector – the single largest source of carbon pollution in the United States – some trade associations like the U.S. Chamber of Commerce

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We can’t kick the fossil fuel habit without a Smart Grid

Tom Rand, a leading scientist, computer engineer and philosopher in Toronto, is convinced that The Energy Internet (aka the Internet of Things or Smart Grid) could reduce total energy demand by 50% in Europe and North America, which would make global fossil-fuel-use reduction targets significantly

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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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