
How Values-based Investing Helps Institutional Investors Manage Risk
While investing always comes with some degree of risk, in recent years, the definition of risk has broadened for institutional investors – and so has the urgency to mitigate it.
Alternative investments are playing an increasingly important role in diversified, values-aligned portfolios. In this session, James Dick, Senior Sustainable Investment Associate, and Darryl Brown, Portfolio Manager at Genus Capital, will explore why alternatives are gaining traction, what they offer investors, and how they fit within an impact-focused strategy.
Read More >While investing always comes with some degree of risk, in recent years, the definition of risk has broadened for institutional investors – and so has the urgency to mitigate it.
Read More >At Genus, we believe that impact is most meaningful – and sustainable – when it’s built on a broader foundation. It’s a powerful way to rethink how you contribute, using not just your dollars but also your time, talent, relationships, values and knowledge to drive the outcomes you care about most.
Read More >In this session, Emma will share insights on how to prepare, protect your legacy, and ensure your wishes are carried out. Estate planning is more than financial documents—it’s one of the greatest gifts you can give your loved ones.
Read More >There is no excerpt because this is a protected post.
Read More >We spend a lot of time working with our clients to align their investments with their ESG values. But we also make sure we walk that talk as a company.
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While investing always comes with some degree of risk, in recent years, the definition of risk has broadened for institutional investors – and so has the urgency to mitigate it.
Many institutions champion impact as part of their core mission. Whether they’re funding social programs, supporting environmental initiatives or working to reduce inequalities, organizations such as community foundations, educational institutions, non-profits and religious institutions are striving to make a difference in their communities and beyond.

For women, understanding and knowing how to manage their finances has become more important than ever. But it’s also often fraught with challenges.

One of our core values has always been about supporting women – those working in finance, our own female clients, and women around the world looking to build their financial literacy and education. Here’s how we’re doing it.

Though it may sound revolutionary, the term ‘well-being economy ’ is not new. Communities around the world have been exploring it for at least a decade . But implementation work has recently accelerated.
From preserving sensitive ecosystems to building capacity in Clayoquot Sound communities, CBT puts impact at the forefront of all of its initiatives When an image of a logging truck carrying a massive old-growth tree down a Vancouver Island highway went viral earlier this summer, it
Here’s a look at why Vestas is part of our impact investing-focused Genus Fossil Free High-Impact fund Great companies know not only how to adapt to change but also how to anticipate it. Case in point: Vestas Wind Systems A/S has been anticipating the winds
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