Responsible Investing (RI) is a strategy that incorporates an analysis of a company’s environmental, social and governance (ESG) impact into the investment decision-making process. Our RI portfolios are created in partnership with our sister company NEI Investments. NEI has been Canada’s leader in RI investing for over 30years has the largest team of ESG analysts in Canada.
Our portfolios contain a professionally designed mix of equity and
fixed-income mutual funds, all of which meet our ESG standards.
ESG risk refers to the environmental, social and governance factors that present a risk to the value of an investment. We’ve all heard about issues like factory collapses, oil spills and worker exploitation. These risks not only impact people, communities and the environment, but may also affect how well a company performs for its investors.
Managing ESG risk is a key component of Responsible
Investing. By analyzing what ESG risks a company faces, fund
managers can use the information to either engage with companies to help
them avoid costly mistakes, or avoid investing in them
altogether.Either way, thinking about ESG factors in addition to
traditional financial measures can help improve the long-term
performance of your investment.
The way companies are selected for responsible Mutual Funds is a multi-stage process:
As an independent manager, NEI is able to choose the very best global
managers for each mandate, bringing their world-class expertise to