Institutional Investors

Successful money management requires vision and discipline. At Genus, we provide both.

Our ability to evolve, learn and respond quickly to changing market realities has ensured our clients gain from new opportunities while being protected from unnecessary risk. Our investment process is supported by comprehensive data analysis and computer modelling that allow us to empirically test our strategies, rebalance portfolios, manage risk and identify emerging trends globally.

Fossil Free® Solutions for Pensions, Foundations, and Indigenous Communities

Are you an institutional investor interested in fossil free products? If you represent a pension, foundation or Indigenous community fund, we have cutting-edge solutions for you. Based on years of experience in fossil free investment and analysis, we have deep knowledge of what it takes to achieve a variety of investment goals while staying true to values rooted in corporate social responsibility and sustainability. Whether your goal is growth, wealth preservation, reliable income or creating a sustainable legacy—or a combination of these—we can help you achieve it.

Genus Custom Strategies seeks to deliver “perfect fit” investment solutions grounded in solid research, robust risk management and innovative design.

Pensions

Your plan’s participants have specific income and growth needs—and we have a unique set of strategies to meet them. We have expertise in serving a wide variety of pension structures and platforms, and employ cutting-edge technology to ensure all risks are appropriately managed. Our investment process is supported by comprehensive data analysis and computer modelling that allow us to empirically test our strategies, rebalance portfolios, control risk and identify emerging trends globally.

Foundations

We understand that as a foundation, endowment or not-for-profit organization, your capacity to serve your community is directly related to your ability to preserve and enhance your financial assets. Since 1990, we have helped organizations like yours successfully achieve their goals by understanding and meeting their needs for income and stability through portfolios that have higher yields and lower risk than market benchmarks.

Indigenous Communities

As a steward of your community’s investments, your challenge is to ensure the effective management of your financial assets for the benefit of today’s members and future generations. Many Indigenous communities are facing increasing costs and decreasing per-capita government funding. At Genus, we understand your need to create a sustainable legacy for the future while generating enough revenue to fund the essential services and programs that ensure a healthy and engaged community today. Since 2004, we have been a trusted advisor to Indigenous communities in British Columbia, Alberta and the Northwest Territories.

Socially Responsible

Strategies

Fossil Free® Portfolios

Do you (or your clients) prefer investments that are socially responsible? At Genus Capital, we offer a variety of strategies based on environmental, social and governance (ESG) criteria. For example, if you are concerned about climate risk, you may want to divest from fossil fuels. We are leaders in this area, and were recognized in 2014 by the Responsible Investment Association as offering “the most robust subcategory of Fossil Fuel Free products.” All of our socially responsible strategies seek to add performance by identifying and avoiding ESG-related risks.

Impact Equity Strategies

Mission-based investing is another significant growth area in sustainability. Our strategy seeks to make positive social and environmental impacts in addition to generating competitive financial returns. This mandate focuses on investing in global companies who are leaders in areas like renewable energy, energy efficiency, water and waste management, low- and negative-impact products and sustainable agriculture as well as access to healthcare, education and technology. This solution is a one of a kind in Canada.

Learn More

We welcome your questions and enquiries. Please feel free to contact us. We would also be pleased to meet with you to discuss your plan’s needs in more detail.

Wayne Wachell, MBA CFA
CEO & Chief Investment Officer (Founding Partner)

John-Paul (J.P.) Harrison, MBA
President (Partner)

Margaret Lanthier, BA Bed CIF
Director of Foundations and Non-Profits

Sue-May Talbot, CIM
Portfolio Manager, Director of Client Service (Partner)