Impact investing

Why choose impact investing

Impacting your future

Impact investing goes beyond negative screening to emphasize companies that are actively making positive change in the world.

Our portfolios seek attractive risk-adjusted returns as well as an impact on people and the planet. Rather than devoting siloed portions of the portfolio to the return objective and the impact objective, we integrate our approach.

High Impact Equity Fund

Our Fossil Free High Impact Equity Fund is a focused, thematic pooled fund that invests in shares of global companies building the sustainable future. Clients typically own 20% of their equity exposure in the Impact Fund to strike the balance between impact and diversification. The fund integrates broad Environmental, Social and Governance (ESG) criteria, and excludes all issuers directly involved in fossil fuels.

 

Going further, the fund strives to outperform global stock markets while owning companies that improve communities and climate. From a list of 150 leaders in renewable energy, energy efficiency, water and waste management, access to education, healthcare, financial services, technology, and sustainable agriculture we select 20 to 40 stocks that also appear attractive based on quality, value, momentum and other investment criteria.

Representative examples have included:

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 won’t negate that benefit by simultaneously investing in a coal utility company in another part of their portfolio.

NET IMPACT REPORT

Impact Investment Counsel

It may be possible to have even more impact by directly providing debt or equity capital to smaller projects.

To this end, we set up the Genus-SVX Impact Investment Counsel to build a fully customized impact portfolio of private debt and private equity. We are proud to work with a number of subadvisors that have networks and professional capacity to make direct project-level impact investments.

Learn more about our most recent research on key issues in sustainable investing.

DIVESTMENT REPORT

NET IMPACT REPORT

INSTITUTIONAL NET IMPACT RANKING REPORT

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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