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Responsible investing

What is Responsible Investing

Responsible investing explained

Responsible investing integrates ESG factors for a prudent strategy that not only aligns investments with ethical values but also helps manage risks, enhance long-term value, and position investors to thrive in an evolving global landscape.  

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Responsible Investing with Genus

Responsible investing is a compelling choice for values-based and prudent investors for the following key reasons:

ESG Integration for Risk Management

ESG (Environmental, Social, and Governance) investing represents a forward-thinking approach to risk management in the world of finance.

By integrating ESG investment factors into investment decisions, Genus can proactively identify and mitigate potential risks associated with environmental, social, and governance issues. This strategy not only aligns investments with our client’s ethical values and sustainability goals but also enhances the resilience of their portfolios.

By emphasizing companies with strong ESG practices in the Genus Responsible Fund Suite, we help our clients shield their investments from reputational, regulatory, and operational risks while contributing to a more sustainable and responsible global economy.

By integrating ESG investment factors, we offer our clients a clear path towards both financial prudence and positive societal impact.

Long-Term Value

Our responsible investing strategies take a long-term perspective, focusing on companies with sustainable business models. This approach aligns with the goal of generating consistent returns over time, rather than seeking short-term gains.

Companies that prioritize ESG tend to be better positioned for long-term success.

Reputation and Brand Protection

Companies, like the ones held in the Genus Responsible Fund Suite, with strong ESG practices are less likely to face controversies and scandals that can harm their reputation and stock value. Investing in such companies helps protect our clients’ investments from reputational risks associated with unethical behavior or environmental harm.

Consumer and Stakeholder Preferences

Companies that prioritize responsible practices often enjoy stronger customer loyalty and stakeholder support. As consumer and investor preferences shift toward ethical and sustainable choices, these companies may experience increased demand for their products and services.

Reduced Volatility

Responsible investing may lead to portfolios with lower volatility because companies that prioritize sustainability often exhibit more stable financial performance, reducing the impact of market fluctuations.

Genus Responsible Fund Solutions

The Genus Responsible Fund Suite uses portfolio management tools that seek the maximum returns with effective risk management. 

Canglobe Equity Fund

  • Diversified with 75% Global, 25% Canadian stocks
  • Follows a total equity approach
  • Funds best performing sectors globally

Canadian Alpha Fund

  • High conviction portfolio, 20-35 stocks in portfolio
  • One of our longest storied funds
  • Fair sector diversifications

Global Alpha Fund

  • High conviction portfolio, 20-35 stocks in portfolio
  • One of our longest storied funds
  • Fair sector diversification

Dividend Equity Fund

  • Mix of 25% Canadian & 75% Global stocks in portfolio
  • Pursues higher yield and lower volatility
  • Value-tilt exposure
 

Strategic Bond Fund

  • Preserve capital and add value through active bond management
  • Interest rate anticipation yield curve trading and security selection

Discover the True Impact of Your Portfolio 

Genus is the first investment firm in Canada to apply a Net Impact Scoreᵀᴹ to all of 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. 

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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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