Webinars - January 29, 2018

Review & Outlook – 2018

Welcome to the Genus Cap 2018 Review and Outlook.

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Webinars - November 6, 2017

Review and Outlook – Third Quarter 2017

Synchronized global growth, low inflation and ample liquidity has helped propel equity markets.  Although PE ratios remain above historic averages they are not extreme while corporate earnings continue to beat expectations.   A push towards deregulation in France, lower valuations, and expansionary monetary policy continue to...

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Webinars - August 15, 2017

Review and Outlook – Second Quarter 2017

Global equities continued their march higher in Canadian dollar terms for the second quarter, but the real action took place in bonds, foreign exchange and commodities. The end of the second quarter marked the beginning of the end for the low-interest rate environment as the...

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Genus in the News - September 22, 2016

Genus Sister Company Responsive.AI Launches

Genus is proud to announce the public launch of our sister company Responsive. Responsive offers AI-driven active management to a new generation of investors directly over web and mobile. With as little as $10K, investors can sign-up online for an actively managed portfolio of ETFs....

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Fossil Free Investing - September 16, 2016

Vestas: Responsible Investing in Global Energy

From small beginnings as a Danish blacksmith shop in 1898, Vestas started producing wind turbines in 1979 and now leads the market with revenues of €6.9B and more than 54,000 turbines that generate enough electricity for millions of households.[1] At Genus Capital, Socially Responsible Investing means...

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Fossil Free - July 6, 2016

Thematic Investing: Three Reasons For Sustainability

Lower the risk and increase the returns—this is the mantra repeated by almost every asset manager. Genus Capital has created a leading edge investment product offering a three-fold benefit to investors—whether or not their goals include improving the health of the planet. Genus Capital has...

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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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