An integrated approach to building portfolios

February 2017

In this video, the IA Clarington Inhance SRI Funds portfolio managers Andrew Simpson, Dermot Foley and Jeffrey Lew answer questions regarding opportunities for 2017, including Responsible Investing themes they are looking at, views on rising interest rates and how they are managing risk and the financial risks associated with climate change.

Andrew Simpson, CFA

Portfolio Manager
Vancity Investment Management


Dermot Foley, CFA, CIM

Portfolio Manager
Vancity Investment Management


Jeffrey Lew, CFA

Portfolio Manager
Vancity Investment Management

“Our investment and analysis teams work hand in hand to look at financial and environmental performance, corporate governance, diversity, labour relations and community relations issues. This helps us mitigate risks and points us to investments that are both profitable and responsible.”

Andrew Simpson, CFA
   Portfolio Manager




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