Paul Richardson
Paul Richardson is the CEO & Co-Founder of Renewal Funds, a mission venture capital firm investing in early growth stage companies in Canada and the U.S....
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 free and impact investing strategies for our changing world.
The numbers are in, and divesting from fossil fuels is paying off.
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 Jan 31, 2018.
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)
Benchmark changed from 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.
Invest in what matters
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 free and impact investing strategies for our changing world.
What sets Genus apart?
Our fossil free and high impact investment portfolios exclude companies directly involved in extracting, processing and transporting oil, gas or coal, as well as high carbon emitters.
Instead, we include companies committed to a sustainable, clean energy future and those with strong environmental, social and governance (ESG) performance.
Our fossil free portfolios reduce climate-related investment risk and avoid harmful products while creating positive social and environmental impact. The best part? We don’t sacrifice return potential, so you’re not penalized for doing the right thing.
What sets Genus apart?
Our fossil free and high impact investment portfolios exclude companies directly involved in extracting, processing and transporting oil, gas or coal, as well as high carbon emitters.
Instead, we include companies committed to a sustainable, clean energy future and those with strong environmental, social and governance (ESG) performance.
Our fossil free portfolios reduce climate-related investment risk and avoid harmful products while creating positive social and environmental impact. The best part? We don’t sacrifice return potential, so you’re not penalized for doing the right thing.
How Genus Fossil Free Funds Stack Up on Emissions
As signatories of the PRI and Montreal Carbon Pledge, we take our carbon footprint seriously. Our Fossil Free funds have significantly lower emissions per million dollars invested than our benchmarks.
Genus Fossil Free Funds vs. Benchmarks
Carbon Emissions tons CO2e / $M invested
Weighted Average Carbon Intensity tons CO2e / $M sales
Genus Fossil Free Funds vs. Benchmarks
Genus Fossil Free CanGlobe Equity
Carbon Emissions tons CO2e / $M invested
40.5
Weighted Average Carbon Intensity tons CO2e / $M sales
44.2
Genus Fossil Free Funds vs. Benchmarks
Genus Fossil Free Dividend Equity
Carbon Emissions tons CO2e / $M invested
19.9
Weighted Average Carbon Intensity tons CO2e / $M sales
37.4
Genus Fossil Free Funds vs. Benchmarks
Benchmark: 35% TSX/65% MSCI World
Carbon Emissions tons CO2e / $M invested
134.4
Weighted Average Carbon Intensity tons CO2e / $M sales
273.0
Genus Fossil Free Funds vs. Benchmarks
Genus Fossil Free High Impact Equity
Carbon Emissions tons CO2e / $M invested
18.0
Weighted Average Carbon Intensity tons CO2e / $M sales
40.7
Genus Fossil Free Funds vs. Benchmarks
Benchmark: MSCI World
Carbon Emissions tons CO2e / $M invested
121.7
Weighted Average Carbon Intensity tons CO2e / $M sales
195.0
Genus Fossil Free Funds vs. Benchmarks
Carbon Emissions tons CO2e / $M invested
Weighted Average Carbon Intensity tons CO2e / $M sales
Source: Genus Data and MSCI Data | As of Dec 31, 2017
How do we do it?
How do we do it?
Commit to Social and 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.
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.
Source from Top Companies Globally
We combine Canadian and international stocks from the top industries in each region to achieve a complete fossil-free fund that works for Canadian investors in an energy-based economy.
Invest in Renewable Energy
We invest in global companies that are leaders in renewable energy, and work with industries committed to mitigating climate change.
Commit to Social and 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.
Exclude Oil, Coal and Gas
We exclude all companies directly involved in extracting, processing and transporting oil, gas and coal from our investments.
Source from Top Companies
Globally
We combine Canadian and international stocks from the top industries in each region to achieve a complete fossil-free fund that works for Canadian investors in an energy-based economy.
Climate Action Superheroes
In this exclusive series, the team behind Genus Fossil Free speaks with high-impact leaders at the heart of where climate change meets investments.
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