This strategy is a well-diversified all-cap portfolio providing exposure to ESG leaders. Its objective is to provide long-term capital appreciation in accordance with the portfolio managers’ sustainable-investment principles. The portfolio can invest up to 10% in U.S. securities.
S&P/TSX Composite Index
Philosophy and process
The management team uses an investment approach combining fundamental analysis and sustainable investment principles, complemented by active engagement with investees to improve their sustainable practices.
The sustainable-investing approach combines a selection process based on two characteristics: companies that are sustainable corporate leaders versus their peers (80%) and thematic investments in companies that provide solutions for environmental, social, and governance (ESG) issues (20%). The portfolio excludes UN Global Compact violators, guns, and tobacco-exposed corporations.
The portfolio managers research companies with an attractive growth profile at a reasonable price.
The stock selection process relies on bottom-up fundamental analysis.
Why invest in these strategies?
A diversified portfolio comprised of 50 to 80 Canadian ESG leaders.
Exposure to companies with long-term growth potential based on the implementation of the best sustainable business practices.
Stable and skilful investment team with a long-term track record, supported by an in-house sustainable-investment expert.