Insights
Fossil Free - May 27, 2021

Who Makes the Cut — How We Select Companies for Our Impact Investing Portfolios

We know that socially conscious investors do their research—a lot of research—before deciding on an impact investing portfolio that can help them to achieve financial returns while leaving the world a better place for future generations. That’s why we also do our research — a...

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Friday Market Insights - May 21, 2021

Friday Market Insights – Commodities and cryptocurrencies suffered significant declines

https://youtube.com/watch?v=z3QpTCaLwtg%3Frel%3D0 Share on facebook Share on Facebook Share on twitter Make a Tweet Share on linkedin Share on LinkedIn Watch Friday Market Insights – Commodities and cryptocurrencies suffered significant declines, with Ian Lusher and Wayne Wachell This week’s questions [00:00] : Intro [00:00:29]: What happened...

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Friday Market Insights - May 14, 2021

Friday Market Insights – Equity markets took a downturn over inflation fears

https://youtube.com/watch?v=NtHVVG9hjPY%3Frel%3D0 Share on facebook Share on Facebook Share on twitter Make a Tweet Share on linkedin Share on LinkedIn Watch Friday Market Insights – Equity markets took a downturn over inflation fears, with Thomas Irwin and Justin Hahn This week’s questions [00:00] : Intro [00:00:30]...

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Fossil Free - May 13, 2021

Hydrogen’s Role in the Low Carbon Transition

How is hydrogen going to become a decarbonization energy vector for the world? How do we get from the cost of clean hydrogen today to the cost of where it needs to be? When are we going to introduce hydrogen to the world? What’s the...

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Friday Market Insights - May 7, 2021

Friday Market Insights – Commodity momentum takes the markets higher

https://youtube.com/watch?v=YOznt6CkhPc%3Frel%3D0 Share on facebook Share on Facebook Share on twitter Make a Tweet Share on linkedin Share on LinkedIn Friday Market Insights – Commodity momentum takes the markets higher, with Jill Bester and Mike Thiessen This week’s questions [00:00:22] : Why don’t we start with...

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Fossil Free - May 3, 2021

Introducing the Genus Global Impact Bond Fund

A new way to green your investment portfolio The future just got a little greener. Today, Genus is launching a new way for you to green your investment portfolio. Our Global Impact Bond Fund is the latest addition to our Fossil Free Fund Suite and...

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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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