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RESPONSIBLE INVESTING
MAKE MONEY WHILE MAKING A DIFFERENCE
Responsible Investing (RI) is an investment strategy that incorporates environmental, social, and governance (ESG) screening criteria into the selection and management of investments. Now you can feel good about making a difference with the money you're investing. And best of all, you don't need to compromise on performance because companies with strategic ESG practices often achieve better financial results over the long term.
THREE APPROACHES TO MANAGING RESPONSIBLE INVESTMENTS
Screen for Impact
Divest out of companies that provide products and services that have a negative impact on society.
Screen the Company
Select companies that demonstrate good ESG practices and have a positive impact on society.
Corporate Engagement
Use your voting rights to encourage positive change in the companies you're investing in.
Benefits of Investing Responsibly
Your Values in Action
Choose investments that are consistent with both your financial goals and your personal values so you can help drive positive change in our society.
We Work For You
Our wealth advisors will ensure your portfolio will be invested in companies that score the highest on ESG factors that are important to you.
Forward-Focused Investing
RI is among the world's fastest growing investment categories, so you've got lots of choices.
Get Great Returns
Leading RI funds in Canada can, and do, outperform conventional funds and their benchmarks over the long term so there's no need to compromise your rate of return by investing responsibly.
UNDERSTANDING RESPONSIBLE INVESTING
Responsible investing (RI) is an increasingly popular way to approach investing. But what does it mean? How does it work? And more importantly, how do you know you're investing in organizations that actually share your values?
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities. Credential Securities is a registered mark owned by Aviso Wealth Inc.
Credential Qtrade Securities Inc. is a division of Aviso Wealth, a national organization that specializes in wealth management for credit unions. It is collectively owned by Canada’s credit union network in partnership with Desjardins. The same organization manages the NEI family of funds and portfolios, Canada’s leader in responsible investing for over 30 years. NEI follows a proactive, disciplined investment process that combines manager selection and active asset allocation expertise, with environmental, social and governance (ESG) analysis. Companies that perform better on ESG measures are likely to deliver better results over the long term, with lower risk and higher returns. Northwest & Ethical Investments L.P (“NEI” or “NEI Investments”) is a subsidiary of Aviso Wealth; and NEI Funds are related issuers of Credential Qtrade Securities Inc. and Credential Asset Management Inc. NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. (“Aviso”). Aviso is the sole limited partner of the NEI LP. Aviso is a wholly-owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and the CUMIS Group Limited. Credential Qtrade Securities Inc., Credential Asset Management Inc. and Northwest & Ethical Investments L.P. are all wholly owned subsidiaries of Aviso Wealth Inc.
We acknowledge that we have the privilege of doing business on the traditional and unceded territory of First Nations communities.
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