Insights
Fossil Free Investing - October 25, 2015

Universities and Divestment: Follow the Money

Over 40 post-secondary institutions across Canada, the United States, and the United Kingdom are divesting their endowment funds from fossil fuels. Primarily led by students, the divestment movement uses moral and environmental arguments to encourage university administrators to take a position on climate change issues, look...

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Fossil Free Investing - October 19, 2015

An Economic and Moral Imperative: Churches Around The World Are Divesting From Fossil Fuels

Faith organizations around the world are increasingly describing climate change to their members as an urgent moral issue, and taking action by divesting from fossil fuels. Will their members follow their example?

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Fossil Free Investing - October 15, 2015

Genus: Influencing U.S. climate policy

When the U.S. Environmental Protection Agency (EPA) moved to adopt a Clean Power Plan to significantly reduce carbon pollution from the power sector – the single largest source of carbon pollution in the United States – some trade associations like the U.S. Chamber of Commerce...

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Fossil Free Investing - September 29, 2015

Pension Fund Trustees: Ignoring Climate Change is No Longer an Option

Ignoring climate change is no longer an option for pension fiduciaries given the overwhelming scientific consensus about the causes and implications of global climate change. As much as 10% of a fund’s portfolio risk exposure within the next twenty years, will arise from climate change...

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Fossil Free Investing - September 1, 2015

We can’t kick the fossil fuel habit without a Smart Grid

Tom Rand, a leading scientist, computer engineer and philosopher in Toronto, is convinced that The Energy Internet (aka the Internet of Things or Smart Grid) could reduce total energy demand by 50% in Europe and North America, which would make global fossil-fuel-use reduction targets significantly...

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Fossil Free Investing - August 31, 2015

Investing for Positive Change: Christie Stephenson

Wanting to get your investments out of fossil fuels? Looking to invest in high-impact solutions that accelerate social change? More and more investors, institutions and financial professionals are deploying and managing capital to build a more sustainable and equitable economy. And they’re increasingly able to...

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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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