Insights

Introducing the Genus Global Impact Bond Fund

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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 impact investment offerings, making fixed income another vehicle for creating impact with your investments.
This fund is high impact, global, and has a rigorous green bond validation system, making it a strong choice for investors looking for new ways to increase their impact around the world.

This fund gives investors the chance to go 100% impact with all-liquid investments, and that is really exciting.

Green bond meets growing demand

Green bonds have been growing in popularity since the World Bank issued the first ever green bond in 2008. Genus’ globally focused fully fossil-free fund offers investors the opportunity to support positive impact projects. “We’ll be investing in things like renewable energy, low carbon infrastructure and low carbon transportation,” says Mike Thiessen, Director of Sustainable Investments at Genus.

 

At least 80% of the fund will be comprised of positive screen impact investments, while 20% will contain more traditional fossil-free screened investments. “Instead of focusing on screening out the investments we don’t want, we’ll be putting more emphasis on investing in the kinds of impact investments we do want, all of which will have proceeds going toward green projects,” Thiessen says.

 

Thiessen notes that there are other green bonds in Canada focused on Canadian investments, but they include investments Genus has chosen to screen out, such as railway companies. “We’ve decided we won’t invest in Canadian railway companies that make a significant portion of their sales from transporting oil and gas,” he says. “Nor will we use this fund to invest in oil and gas companies that are undertaking renewable energy projects. Our criteria are more stringent.”

Why add the Genus Global Impact Bond Fund to your portfolio?

Green bonds are an opportunity for investors to add fixed income to their impact portfolio, while continuing to support the values-based investments that are important to them, such as sustainability and climate action.

 

“This fund gives investors the chance to go 100% impact with all-liquid investments, and that is really exciting,” Thiessen says. “Now investors can get in and out of this investment in a couple of days if they want to, and maintain that 100% impact.”

 

The Genus Global Impact Bond Fund is available to both our personal wealth management and digital wealth management clients.

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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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