Insights

Celebrating Earth Day 2021

grey background with earth icon in the middle, with an orange title saying "Happy Earth Day 2021"
In celebration of Earth Day 2021, we’re proud to highlight some of our clients and companies we invest in who are doing meaningful work to help the planet heal and thrive.
We have been fortunate to have formed strong, in some cases decades-long, partnerships with our fantastic clients such as the David Suzuki Foundation, and the Makeway Foundation.

About Makeway Foundation

Makeway believes in using economic levers to create positive social change and encourage corporate responsibility. Investments are made in companies, organizations, and initiatives to generate positive social impact alongside financial return. Makeway was one of the first clients to adopt our net impact score reporting, making it easier to measure their financial impact against the organization’s overall goals. Read more about Genus’ work with Makeway.
We enable our clients to leverage their investments to enhance their overall positive impact, by investing in companies like:

Citrix

Citrix has made fighting climate change one of its core missions. Part of that is realized by making a remote workforce not just possible but preferable for companies and their employees—a trend that will continue long after the Covid clouds have lifted. Citrix Workspace technology allows workers to get the job done from anywhere—meaning less time commuting, smaller workplace footprints and fewer resources allocated to energy-intensive computing equipment. Read more about why we invest in Citrix.

Vestas Wind Systems

Vestas Wind is one of the world’s leading suppliers of sustainable energy solutions, operating wind turbines in 81 countries around the world. Their commitment to sustainable energy has made them an integral part of Genus’ impact investing High Impact Fund. Vestas is committed to doing its part promising to become a carbon-neutral company by 2030 (without using any carbon offsets) and producing zero-waste wind turbines from 2040. Responsible for almost 10 gigawatts of global wind capacity — Vestas is well-positioned to inspire industry-wide change. Read more about why we invest in Vestas Wind Systems.

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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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