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.