Why choose Fossil FreeTM and Impact Investing

ALIGN WITH YOUR VALUES

You can now choose to make a positive impact on society and the environment with each allocation of your capital. At Genus, we screen out industries or companies that don’t align with your values and integrate environmental, social, and governance (ESG) screening into your investments.

MAKE A DIFFERENCE

Divesting from fossil fuels and removing military, weapons, tobacco, alcohol, junk food, and factory farming from your investments is how you vote with your money, make a difference in the world, yet not sacrifice returns.

BUILD A PORTFOLIO THAT HAS A POSITIVE NET IMPACT

Genus is the first investment firm in Canada to apply a Net Impact ScoreTM . We use this innovative process to measure the net impact of your portfolio. This shows the positive and negative impact of your investments. Take a look at the latest Net Impact Report.

ACTIVE RISK MANAGEMENT

By using our investment research, we are able to go beyond diversification and create a portfolio for you that recalibrates to changing markets. This helps you manage risk and enhance returns no matter what is happening in the market.

ENVIRONMENTAL & SOCIAL IMPACT

You now have the opportunity to invest in clean water and sanitization, health and education, affordable and clean energy, climate action, responsible consumption and production, etc. We use the UN Sustainable Development Goals to measure the impact.

SUPPORT CONSCIOUS CAPITALIST BUSINESSES

Private and public companies, institutions, and NGOs (Non Governmental Organizations) are choosing sustainable products and services. Investing in fossil free means supporting companies that are doing good in the world.

AVOID STRANDED ASSET RISK

Regulations and public perceptions are changing, and markets may not be efficiently pricing this risk. Sometimes companies may be forced to walk away from their unsustainable projects. By investing in Genus Fossil Free you reduce the risk of stranded assets in your portfolio.

Why Fossil FreeTM and Impact Investing with Genus?

DEDICATED PORTFOLIO MANAGERS

Get a 1-on-1, personal relationship with an expert. We are a team of dedicated portfolio managers, focused on your success.

BOUTIQUE FIRM

A nimble team of employee-owners, small enough to provide you with tailored solutions and a personal touch, and large enough to innovate new strategies and help you reach your goals.

PIONEERS IN IMPACT INVESTING

Genus was one of the first firms in Canada to have a liquid Impact Equity Fund. Currently, we are measuring all of all clients’ portfolio’s net impact and incorporating it in their reporting.

DIVERSIFIED FOSSIL FREE PORTFOLIOS

As a global manager, Genus divests from the fossil fuel industry, including corporate bonds, yet provides diversification to ensure clients get consistent returns.

PROUD TO BE B-CORP CERTIFIED

We serve our community by using our business as a force for good. We support gender and ethnic diversity on our entire team, including our Management and Board of Directors.

LONG SOLID TRACK RECORD

Genus has been managing client portfolios for over 30 years, with socially responsible investing for over 20 years. We have been driving innovation since day one by pioneering investment technology and values-based solutions.

QUANTITATIVE INVESTMENT PROCESS

We deploy cutting-edge research and strategies to enhance client performance. We do our own proprietary due diligence to gather and analyze financial and economic data. This makes our decisions systematic and data-driven.

Defining investment terms

FOSSIL FREE

Investing that avoids companies that produce, transport, and refine fossil fuels. This investment strategy also avoids industries with high emissions. This approach is called negative screening.

IMPACT INVESTING

Impact investing aims to generate a social or environmental difference in addition to financial gains. Impact investing goes beyond negative screening by including businesses that do the most good.

RESPONSIBLE INVESTING

Responsible investors commit to incorporating Environmental, Social, and Governance (ESG) factors in investment decisions and in active ownership. Responsible Investing does not require any negative or positive screening, but rather building ESG thinking into traditional analysis.

ACTIVE OWNERSHIP

Active ownership includes voting proxies towards objectives and shareholder engagement with management. Active owners take a more proactive stand and advocate for change.

SRI (Socially Responsible Investing)

SRI investors focus on ethics and social concerns. This approach avoids industries that aren’t aligned with client values, such as tobacco and weapon companies. The Genus Fossil Free funds are socially responsible.

ESG (Environmental, Social, and Governance)

ESG stands for Environmental, Social, and Governance. Starting in the 1990’s, the investment and business community increased their attention on good governance such as board policies, executive compensation, and shareholder protections. Over the past 30 years, that focus has increasingly expanded to additional stakeholders, notably employees, customers, and the environment. There are at least six ways to implement ESG Investing, such as:

  • Negative Screening (exclusionary)*
  • Best-in-class Selection*
  • Active Ownership*
  • Thematic Investing*
  • Impact Investing*
  • ESG Integration*

*Included in Genus Fossil Free strategies

UN SUSTAINABLE DEVELOPMENT GOALS (SDGs)

The UN (United Nations) SDGs are 17 goals that work together to form a blueprint for a better and more sustainable future for all. With a target of 2030, the goals address challenges such as poverty, inequality, climate change, environmental degradation, peace and justice.

STRANDED ASSETS

Stranded assets are corporate investments that have suffered from unanticipated or premature write-downs or devaluations. This can be caused by a variety of factors such as changes of regulation, social acceptance, or consumer preferences. Stranded assets usually refer to fossil fuel reserves, such as unmined coal, or infrastructure.

GREENWASHING

Greenwashing is the process of conveying a false impression or providing misleading information about how a company’s products are environmentally conscious. As sustainable investing has gained momentum there is increasingly a risk of bandwagon jumping that is more promotional than real.

50 shades of green

Learn more about the different types of investing.

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.

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.

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