Socially Responsible Investing

Many individuals and organizations concerned about social, environmental and governance issues are seeking ways to make a positive impact through the direction of their investments. Socially responsible investing (SRI) integrates consideration of these issues into the investment decision-making process.

We believe that SRI investing is not at odds with financial performance. Since its inception over five years ago, the Jantzi Social Index (an index of over sixty Canadian companies passing a set of broadly based environmental, social and governance screens) has outperformed both the S&P/TSX 60 and the S&P/TSX Composite indexes. In Canada, SRI investing is widely accepted with over $503 billion in assets being managed using various SRI approaches.

The Private Client Socially Responsible Canadian Equity Portfolio combines the highly successful investment approach of our Canadian Value Portfolio with sophisticated SRI screening provided by Jantzi Research Inc, Canada’s leader in the field of SRI research.

The result is a terrific opportunity for investors to achieve their investment objectives in a manner consistent with their social values.

To learn more about SRI and how it may fit into your portfolio click here.