Impacting the future today, through innovative and sustainable investing.

Grow your money while making a difference in the world.

It’s time to align your investments with your values

You care about the environment.
But are you contributing to climate change?

For 9 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.

Genus Fossil Free CanGlobe Equity Fund
Genus Fossil Free Benchmark*

*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.

Divesting from fossil fuels is doing well by doing good

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.

Divesting from fossil fuels is doing well by doing good

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.

Genus Fossil Free CanGlobe Equity Fund
Genus Fossil Free Benchmark*

*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.

Make an impact with our sustainable strategies

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.

The benefits of working with us

<strong>Dedicated</strong> Portfolio Managers

Dedicated Portfolio Managers

Get a 1-on-1, personal relationship with an expert.

Boutique Firm

Boutique Firm

A dedicated team of employee-owners, focused on you.

Digital Convenience

Digital Convenience

Access your investments from anywhere, anytime.

<strong>Achieve Your</strong> Goals

Achieve Your Goals

Grow your wealth to gain your financial freedom.

<strong>Active Risk</strong> Management

Active Risk Management

Go beyond diversification with a portfolio that recalibrates to changing markets.

Values-Based

Values-Based

Invest in businesses with purpose, resilience, and impact.

How we do it

Invest in
Renewable Energy

We invest in global companies that are leaders in renewable energy, and work with industries committed to mitigating climate change.

Exclude
Oil, Coal and Gas

We exclude all companies directly involved in extracting, processing and transporting oil, gas and coal from our investments.

Commit to Social &
Environmental
Responsibility

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.

Source fromTop Companies Globally

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.

Our impact-driven team

Thomas Holloway, CFA

Portfolio Manager

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 Tsui, MSc

Portfolio Manager

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 Thiessen, CFA

Director of Sustainable Investments

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.

Investment Packages

Grow your money while making a difference in the world.

DIGITAL

Invest $100K – $500K

Invest for impact with trusted
advice.


Annual cost: 0.90%


  • 31 years of proven success
  • Active data-driven stock picking
  • Active systematic risk management
  • Market-leading social and environmental integration (ESG)
  • In-house professional investment team
  • Kickoff and annual consultation with experienced portfolio manager
  • Cash flow planning
  • On demand expert human advice on phone, chat, email, and video
  • Auto deposits and withdrawals

*Excludes taxes and about 0.3% custodial costs.

DIGITAL PLUS

Invest $500K+

Holistic investment planning for deeper impact with strong returns.


Annual cost: 0.90% or less*


  • ALL DIGITAL FEATURES +
  • Semi annual consultation
  • Detailed planning consultation
  • Provide tax efficient portfolio strategy
  • Liase with your other advisors
  • Exclusive networking opportunities

*Annual fee charged at 0.70% on assets over $1 million.  Excludes taxes and about 0.3% custodial costs.

If you are ready to go fossil free,
let’s talk!