Impacting the future today, through innovative and sustainable investing.
Grow your money while making a difference in the world.
Grow your money while making a difference in the world.
You care about the environment.
But are you contributing to climate change?
For 7 years Genus has been offering a way to divest and go fossil free. Since 2014, our Fossil Free Impact Equity Fund invests in businesses that are leading innovation in a sustainable economy.
*Fossil Free CanGlobe Equity Benchmark: 35% S&P/TSX Composite, 65% MSCI World (04/01/2015 – Present)
Previous Benchmark 40% S&P/TSX Composite, 30% MSCI EAFE, 30% S&P 500 (04/09/2013 – 03/31/2015)
Performance data shown represents past performance which does not guarantee future results and other calculation methods may produce different results. There is the possibility of loss of principal value. Your portfolio results may differ due to your particular investment guidelines, active portfolio management and changing market conditions.
Source: Genus Investment Research
Definitions
Annualized Returns show how much an investment has grown or declined, on average, over each year of a multi-year period.
Cumulative Returns show how much an investment has grown or declined, in total, over a multi-year period.
*Performance is net of expenses and gross of management fees.
The climate-friendly Genus Fossil Free CanGlobe Equity Fund has beaten its benchmark* on an annualized basis for the period from May 31, 2013 to April 30, 2020.
The climate-friendly Genus Fossil Free CanGlobe Equity Fund has beaten its benchmark* on an annualized basis for the period from May 31, 2013 to April 30, 2020.
*Fossil Free CanGlobe Equity Benchmark: 35% S&P/TSX Composite, 65% MSCI World (04/01/2015 – Present)
Previous Benchmark 40% S&P/TSX Composite, 30% MSCI EAFE, 30% S&P 500 (04/09/2013 – 03/31/2015)
Performance data shown represents past performance which does not guarantee future results and other calculation methods may produce different results. There is the possibility of loss of principal value. Your portfolio results may differ due to your particular investment guidelines, active portfolio management and changing market conditions.
Source: Genus Investment Research
Definitions
Annualized Returns show how much an investment has grown or declined, on average, over each year of a multi-year period.
Cumulative Returns show how much an investment has grown or declined, in total, over a multi-year period.
*Performance is net of expenses and gross of management fees.
Something powerful is happening in the world. The effects of climate change have triggered a global divestment movement. People are directing their money away from greenhouse gas polluters and into investments that align with their values.
Genus has been offering innovative investment solutions for more than a quarter century. Now, Genus is championing Canada’s divest-invest movement with Fossil FreeTM and impact investing strategies for our changing world.
If you are looking to align with your goals, achieve your dreams, and build your legacy, let’s start the conversation.
Dedicated Portfolio Managers |
Get a 1-on-1, personal relationship with an expert. |
Boutique Firm |
A dedicated team of employee-owners, focused on you. |
Digital Convenience |
Access your investments from anywhere, anytime. |
Achieve Your Goals |
Grow your wealth to gain your financial freedom. |
Active Risk Management |
Go beyond diversification with a portfolio that recalibrates to changing markets. |
Values-Based |
Invest in businesses with purpose, resilience, and impact. |
We invest in global companies that are leaders in renewable energy, and work with industries committed to mitigating climate change.
We exclude all companies directly involved in extracting, processing and transporting oil, gas and coal from our investments.
We eliminate companies with a high carbon footprint and invest in those with a strong commitment to environmental, social and governance (ESG) issues as a means of avoiding companies with poor performance.
We combine Canadian and international investments from the top industries in each region to achieve a complete Fossil FreeTM solution that works for Canadian investors in an energy-based economy.
Tom is the lead of our digital hybrid service, working personally with each client. He also manages human capital as finance professor at the University of Calgary and serves the boards of Swim Alberta and Alberta EcoTrust. Tom has been a professional investor for over 14 years at some of Canada’s most client-focused independent managers, including Genus back in 2006. Tom holds an MSc in Mathematics and is a CFA Charterholder.
Stephanie works with foundations and institutions, managing their sustainable and impact investment portfolios. Prior to joining Genus, she worked at Goldman Sachs and Credit Suisse, specializing in customized risk management solutions and investment strategies. Stephanie holds an MSc in Financial Engineering from the University of Michigan.
Mike provides leadership for all sustainable disciplines, including research and portfolio construction. Prior to joining Genus, he worked at a strategic consultancy firm, a quantitative hedge fund and an equity research firm. Mike holds an MBA from the University of Cambridge concentrating in Social Innovation and is a CFA Charterholder.
Grow your money while making a difference in the world.
Invest for impact with trusted
advice.
Annual cost: 0.90%
*Excludes taxes and about 0.3% custodial costs.
Holistic investment planning for deeper impact with strong returns.
Annual cost: 0.90% or less*
*Annual fee charged at 0.70% on assets over $1 million. Excludes taxes and about 0.3% custodial costs.