Align Your Investments with Your Values | Mackenzie Investments

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Align Your Investments with Your Values

Invest with impact, that's what many Canadian investors want to do with their money. They want their investments to grow and also contribute to positive environmental and social impact. A 2017 survey by Environics Research, commissioned by Mackenzie Investments, found that:

  • 66% of women investors said socially responsible funds will become more important to their portfolios.
  • 37% of Millennials said socially responsible funds will become more important to their portfolios in the next two to three years.
  • 75% of Millennial investors said it's important for financial advisors to offer socially responsible investments.

In recent years, investor demand for Sustainable, Responsible and Impact Investing (SRI) solutions has increased rapidly. SRI aims to generate positive returns and address social challenges. From 2014 to 2016, global SRI assets in Canada grew by 49%, with an annual compound growth rate of 22%.1 Individuals and institutional/pension investors are both pushing the growth of SRI assets. In Canada's retail market, assets under management in SRI mandates increased from $7.5 billion to $8.7 billion from March 2016 to March 2017.2

The SRI process considers environmental, social and governance (ESG) factors in its decision-making process. So when portfolio managers analyze a company’s financials to find value, they also examine the company’s environmental record, socially-responsible practices and corporate governance. Managers can also use a fund’s position as shareholders in a company to influence change through direct corporate engagement or co-filing shareholder proposals.

Sustainable, Responsible and Impact investing lets you align your investments with your values. Talk to your financial advisor about how you can invest with impact.

1 2016 Global Sustainable Investment Review.

2 Simfund, as of March 2017.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 

The content of this document (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it. 

This should not be construed to be legal or tax advice, as each client’s situation is different. Please consult your own legal and tax advisor.

Redemption of units or shares. At any time, you can redeem your mutual fund units or shares at the current net asset value (NAV) per unit/share. You can mail or directly deliver your redemption request (which must be in writing) to your financial advisor or Mackenzie. We may ask that your signature be guaranteed by a bank, trust company or a member of a recognized stock exchange, or be otherwise guaranteed to Mackenzie’s satisfaction along with any other documents that Mackenzie may reasonably require. If pre-approval has been obtained, you may phone in a redemption request up to a certain amount. If we do not receive all necessary documents within 10 days, your redemption request will be cancelled. Any loss is payable by you or your dealer. Payment for your units or shares will be made no later than two business days after receipt by Mackenzie of the completed sale documents.