Investing With Genus

It’s a new world with new possibilities, where change and complexity are both accelerating. We continually evaluate global investment markets quickly and efficiently to look for hidden opportunities and better manage risk.

Genus provides its clients with a vast range of SRI options including complete fossil-free portfolios and high-impact equity funds. Genus Capital moved all its portfolios to ESG or higher, and began divesting from Alberta’s oil sands in 2012. We are champions of innovation, always looking to the future to provide our clients with improved solutions and better ways to invest.

Customized from start to finish

Every investor’s goals are different. We have built our reputation by carefully listening to our clients’ wishes, and by delivering highly customized solutions to meet each of their objectives. The first step in our engagement involves sitting down with one of our Portfolio Managers to discuss your organization’s situation and understand what you’d like to achieve going forward. From there, we can develop a customized Investment Policy Statement (IPS) which confirms your goals, and provides a forward-looking framework with clear guidelines and strategies for effectively managing your money.

Your Portfolio Manager will be responsible for implementing your strategy, overseeing the day-to-day management of your portfolio, and consulting with you on a regular basis to ensure your evolving needs continue to be met.

How we meet your goals
GENUS_cap_icons-blue-11_120

Understanding Your Objectives

GENUS_cap_icons-blue-27_120

Creating an Investment Policy

GENUS_cap_icons-blue-14_120

Implementing Asset Location

GENUS_cap_icons-blue-15_120

Executing Security Selection

GENUS_cap_icons-blue-09_120

Overseeing and Reporting

Competitive Advantage

Knowledge is power, and in the ‘information age’, it’s essential to have a systematic way to gain insights from the mega data available. Over the past 25 years, we’ve built and continued to enhance our leading-edge investment research and analysis platform called Genus RAMKit. This proprietary software equips us to collect and continually interpret vast amounts of new information from many sources around the world.

 

Through RAMKit, we can find determinants of performance, develop and test asset allocation strategies, and explore new security selection and portfolio construction techniques. RAMKit contains more than 1.5 terabytes of economic, market and stock data from around the globe. Through this system, we’ve found over 300 proven investment factors and used them to develop more than 40 investment models. RAMKit enables Genus to continually improve and executive sound strategies for our clients.

Our 3-Step Process

We start by asking questions, listening and gaining an understanding of your goals.

One of our portfolio managers works with you to understand your unique situation, values, comfort with risk, past experiences and investment objectives.

Your portfolio manager then recommends an investment or divestment portfolio to aim to achieve your objectives.

Your personal portfolio manager develops a customized strategy that aligns with your goals. We will also prepare a comprehensive personal investment policy statement.

The final step: Your investment accounts are opened, and you start saving for your future.

We continually consult with you to ensure the strategies we have developed for you are meeting your evolving needs, as well as your service and performance expectations. We actively manage your asset mix by increasing weightings to attractive areas and limiting exposure to those presenting more risk. This process is driven by our Dynamix insights.

Our 3 Step Process

Step 1

We start by asking questions, listening and gaining an understanding of your goals.

 

One of our portfolio managers works with you to understand your unique situation, values, comfort with risk, past experiences and investment objectives.

Step 2

Your portfolio manager then recommends an investment or divestment portfolio to aim to achieve your objectives.

 

Your personal portfolio manager develops a customized strategy that aligns with your goals. We will also prepare a comprehensive personal investment policy statement.

Step 3

The final step: Your fossil free investment accounts are opened, and you start saving for your future.

 

We continually consult with you to ensure the strategies we’ve developed for you are meeting your evolving needs, as well as your service and performance expectations.

 

We actively manage your asset mix by increasing weightings to attractive areas and limiting exposure to those presenting more risk. This process is driven by our Dynamix insights.

Meet Our Team