Impact Investing | Genus Capital
20327
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Introducing the Genus-SVX Impact Investment Counsel

The Genus-SVX Impact Investment Counsel

Institutional and individual investors in Canada are increasingly seeking to achieve positive social and environmental impact alongside financial return. But they face challenges in building and managing diversified impact investment portfolios, as there are limited options available. It is difficult to “do-it-yourself” as investors often have limited time and experience.

The Genus-SVX Impact Investment Counsel was created to address these challenges. The first-of-its-kind in Canada, the Counsel offers a complete portfolio, across a broad range of asset classes, of impact investment opportunities that are fully managed, customized and diversified.

What Can Investors Expect?

Individuals, foundations and organizations interested in the Genus-SVX Impact Investment Counsel will meet a portfolio manager to talk through their personal values, their impact objectives and financial objectives.

The portfolio manager will then create a tailored, diverse and impactful portfolio, based on these objectives. The portfolio manager will monitor investments day-to-day and make investment decisions that meet these objectives.

When you invest money, you’ll ideally want to know the results you are achieving, both in dollars and social benefit. When it comes to impact investing, it’s important to measure impact outcomes as well as financial returns.

Regular assessments and reports on the impact of your investment will be provided, and the cadence of this reporting can be tailored to your needs.

What Makes It Unique?

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Maximizing impact while striving to outperform your benchmark: A strong focus on impact while targeting financial performance goals.

Diversification: A diverse and customized portfolio including various sustainability styles and financial asset classes.

Sourcing efficiency: Genus-SVX can take care of investment identification, due diligence, research and rankings.

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Demonstrable impact: Genus-SVX will work to ensure mission impact alignment as well as measurement and reporting.

Simplicity: A ready-made option for those investors that do not have time and resources to create and manage their own customized portfolios.

Experienced team of professionals: Monitoring and making day-to-day investment decisions on your behalf, keeping your priorities top of mind.

How can you learn more?

For more information on the Genus-SVX Impact Investment Counsel, you can download our brochure by signing up below.  We would also be delighted to set-up a meeting to discuss the Counsel with you in more detail. To request a meeting, sign up here.