Impact investing

Why choose impact investing

Impacting your future

Embracing impact investing allows you to align your capital with values that matter. By strategically deploying resources into businesses and projects that drive meaningful impact alongside financial gains, you can quantifiably contribute to a more sustainable future while progressing toward your financial goals. 

Genus High Impact Equity Fund

A focused, thematic pooled fund that invests in shares of global companies building a sustainable future. Investing with the Genus High Impact Equity Fund supports:

Triple Bottom Line: Unlike traditional investing, impact investing delivers not only aims to generate financial returns but also generates positive impact for people and the planet. It’s a win-win strategy that aligns your portfolio with your values.

Create Meaningful Change: Your investment isn’t just about numbers. Impact investing allows you to contribute to solutions for pressing global challenges, from climate change to social inequality.

Mitigate Risks: Companies that prioritize sustainability and social responsibility are often more resilient in the face of economic downturns and market volatility. Impact investing provides a risk mitigation strategy by supporting businesses with strong ethical practices.

Attract Like-Minded Investors: Join a community of individuals who understand the importance of investing for a better future. Impact investing with Genus connects you with like-minded investors, creating a network of change-makers committed to making a positive difference.

Drive Innovation: Impact investments often support innovative solutions to societal challenges. By directing funds towards businesses with a focus on sustainability and social impact, you become a catalyst for innovation that can shape industries and drive positive change.

Address Global Challenges: Tackle global issues such as poverty, inequality, and environmental degradation head-on. Impact investing allows you to be part of the solution, contributing to a more sustainable and equitable world.

Net Impact ScoreTM

Genus measures the Net Impact Score for all client portfolios.

A common problem for many impact investors is that they focus solely on the positive outcomes of their investments. The whole story of that investment is not being told, and consequently the investor’s intentions may not be reflected in their investment’s results.

Instead of focusing only on positive impact investing or – conversely – screening solely for negative impact, the Net Impact Score provides a holistic view that helps the investor account for the destructive nature and the beneficial nature of their investments in one metric.

By applying Net Impact Scoring to a portfolio, an impact investor who invests in renewable energy in one part of their portfolio in order to reduce carbon emissions will negate that benefit by simultaneously investing in a coal utility company in another part of their portfolio.

Discover the True Impact of Your Portfolio 

Genus is the first investment firm in Canada to apply a Net Impact ScoreTM to our client’s investment portfolios. Our groundbreaking approach allows us to quantitatively assess the net impact of your investments, offering a comprehensive view of both the positive and negative impacts of your portfolio. 

Impact Investment Counsel

It may be possible to have even more impact by investing in funds which provide equity or debt capital to smaller projects. The Genus Impact Investment Counsel enables some of our clients to build a fully customized impact portfolio of private debt and private equity. 

Find out if the Impact Investment Counsel is right for you.

We are proud to work with a number of funds that have networks and professional capacity to make direct project-level impact investments

  • Impact Investing in Latin America - Deetken Impact
  • Active Impact Investments closes $54M climate tech fund
  • Fair Finance Fund
  • New Market Funds Inc.

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.

As seen in

Are you ready to make an impact
with your investments
?

Call us
Call Us
1-800-668-7366

Or fill out your details and we will get back to you.