Our Investment Process

Invest according to your financial goals
and values

Institutional investors are increasingly integrating environmental, social and governance (ESG) issues into their investment strategies, evaluating each investment opportunity according to both "traditional" and "socially responsible" criteria. Our investment process is designed to take investors ahead of the curve by fully integrating their financial goals and fiduciary responsibilities with their individually-defined social values.

Step 1: Develop an investment plan
We meet with individuals, charities, and foundations to understand their investment objectives, risk tolerance, time horizon, and cash flow requirements.

Step 2: Define an SRI methodology
We ask clients to articulate their individual environmental and social values in order to assist us in developing an “SRI Values Statement”. We draw upon 20 years of experience in creating these “statements.” We imbed the SRI values into our investment analysis so that there is a seamless application of all criteria.

Step 3: Construct an investment portfolio
We construct an investment portfolio that incorporates SRI criteria, traditional modes of research, and the expertise of a wide range of asset managers including ScotiaMcLeod, YMG Capital Investment Management, Guardian Capital, Mawer, and Morrison William Investment Management.

Step 4: Maintain portfolio integrity
We draw on extensive third-party research on corporate social responsibility and sustainability. We have for many years, been subscribers to Canada’s preeminent database on corporate ethics. In addition to our continuous portfolio oversight, our clients enjoy the peace of mind of regular communications and meetings, accurate administration, and detailed reporting.

Key SRI methodologies

Passive SRI: Investment in “ethical” funds or exchange traded funds based on “ethical indices”.

Positive SRI: Investment in a selection of “solutions companies” that exhibit best practices in their industry and produce products and services that address climate change and social issues.

Negative SRI. Avoidance of companies that do not fit with the clients’ social and environmental values.

A dynamic approach:
Our thesis is that SRI criteria should be part of any investment analysis. We should be buying companies that exhibit “best practices”, avoiding companies that “don’t get it” and searching for those positioned to benefit by helping to create a sustainable society.

Our Investment Process

Invest according to your financial goals and values

Key SRI methodologies

A dynamic approach: Our thesis is that SRI criteria should be part of any investment analysis. We should be buying companies that exhibit “best practices”, avoiding companies that “don’t get it” and searching for those positioned to benefit by helping to create a sustainable society.

Invest according to your financial goals
and values

A dynamic approach:
Our thesis is that SRI criteria should be part of any investment analysis. We should be buying companies that exhibit “best practices”, avoiding companies that “don’t get it” and searching for those positioned to benefit by helping to create a sustainable society.