Insights
Friday Market Insights - December 4, 2020

Friday Market Insights – All time high markets driven by economically sensitive stocks

Share on facebook Share on Facebook Share on twitter Make a Tweet Share on linkedin Share on LinkedIn Watch Friday Market Insights – All time high markets driven by economically sensitive stocks, with Wayne Wachell and Grant Conroy. This week’s questions: [00:26] : Can you...

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Friday Market Insights - November 28, 2020

Friday Market Insights – Oil consumption peaks as energy consumption grows

Share on facebook Share on Facebook Share on twitter Make a Tweet Share on linkedin Share on LinkedIn Friday Market Insights – Oil consumption peaks as energy consumption grows, with Tom Holloway and Justin Hahn This week’s questions: [00:28] : How was the week and...

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Fossil Free - November 27, 2020

Inside Our Impact Portfolio: Why We Invest in Citrix Systems

Here’s a look at why Citrix has been part of our impact investing-focused Genus Fossil Free High-Impact fund for over a year now Headquartered just minutes from the beach in sunny South Florida, where sea levels have been rising at the rate of about an inch per...

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Friday Market Insights - November 21, 2020

Friday Market Insights – Continued rotation into economically sensitive sectors

https://youtube.com/watch?v=J4a8Yoscl-c%3Frel%3D0 Share on facebook Share on Facebook Share on twitter Make a Tweet Share on linkedin Share on LinkedIn Watch our Friday Market Insights – Continued rotation into economically sensitive sectors, with Jill Bester and Wayne Wachell This week’s questions: [00:23] : Share with us...

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Fossil Free - November 18, 2020

Dispelling the Myth of Low Returns: Why You Don’t Need to Sacrifice Financial Gains on Your Sustainable Investments

There’s a persistent myth in investing circles that sustainable investing requires a financial performance trade-off. We’d like to put an end to that myth here and now. Because it simply isn’t true. But before we show you the proof, let’s take a look at how...

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Friday Market Insights - November 13, 2020

Friday Market Insights – Market pivots towards economically sensitive stocks from the big tech winners

Share on facebook Share on Facebook Share on twitter Make a Tweet Share on linkedin Share on LinkedIn Watch our Friday Market Insights – Market pivots towards economically sensitive stocks from the big tech winners, with Sue-May Talbot and Mike Thiessen. This week’s questions: [00:51] ...

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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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