What is a ‘Responsible Investment?’

Responsible Investing is a marriage between traditional financial returns and positive environmental, social and governance (ESG) performance. This means investing in leading for-profit companies that are creating significant positive social and environmental impact.

One such company is Go-Ahead, a core holding in the Genus Fossil Free Impact Equity Fund. Go-Ahead is the UK’s busiest public bus and rail operator. They employ 26,000 people and transport three million passengers per day. Go-Ahead recently achieved a four star rating and an impressive 96% score from the Corporate Responsibility Index, a rigorous annual benchmark of responsible business.

By providing efficient public transportation, they reduce road congestion, cut carbon emissions and improve air quality, while supporting local communities. Go-Ahead’s commitment to social and environmental responsibility has won them the triple Carbon Trust Standard for reductions in carbon, water and waste.

“We recognize the importance of transparency and accountability in our sustainability reporting.” – Sarah Boundy, Corporate Communications Director, Go-Ahead

The Corporate Responsibility Index praised Go-Ahead for developing and implementing a means to attribute financial value to their sustainability efforts, as well as for its transparency and overall quality of reporting.

The outlook is bright. Go-Ahead is in a good financial position with strong cash generation, a robust balance sheet, and a progressive dividend policy, giving them the flexibility to seek further value-adding opportunities.

Go-Ahead is an excellent example of how companies are increasingly integrating responsible business practice into all aspects of their business, with responsible values at their core. This is what responsible investing screens for: future-oriented sustainability and positive ESG practices.

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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.
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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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