With his depth of knowledge in labour relations, energy stocks and climate change impacts and solutions, Dermot Foley takes a lead role in analyzing the environmental performance, social responsibility and corporate governance (ESG) of companies for the IA Clarington Inhance SRI Funds. Dermot brings over 25 years of experience in social and environmental advocacy, research and policy analysis. As a key member of the Vancity Investment Management Investment team, his role is to assess business practices, management systems and treatment of ESG risk. Dermot is also responsible for determining and executing shareholder engagement strategies on behalf of the Inhance SRI Funds.
Dermot holds the Chartered Financial Analyst designation and the Canadian Investment Manager designation.
Our goal is to help Canadians achieve their investment objectives in a way that aligns with their commitment to progressive values. We believe that environmental, social and governance (ESG) factors should be an integral part of the security selection process – not an afterthought.
Socially Responsible Investing
- IA Clarington Inhance Global Equity SRI Class
- IA Clarington Inhance Balanced SRI Portfolio
- IA Clarington Inhance Canadian Equity SRI Class
- IA Clarington Inhance Conservative SRI Portfolio
- IA Clarington Inhance Growth SRI Portfolio
- IA Clarington Inhance Monthly Income SRI Fund
- IA Clarington Inhance Monthly Income SRI GIF
The outlook for North American equities and high-yield bondsThe outlook for North American equities and high-yield bonds
North American equities and high-yield bonds have had a great run, and it’s likely not over yet. In this video, portfolio manager Dan Bastasic explains...Read summaryLire le sommaire
An update on IA Clarington Core Plus Bond Fund & IA Clarington Floating Rate Income FundAn update on IA Clarington Core Plus Bond Fund & IA Clarington Floating Rate Income Fund
Portfolio manager Jeff Sujitno provides an update on how he’s positioning his mandates and explains his strategies for mitigating risk.Read summaryLire le sommaire
Navigating uncertainty with quality, responsible investmentsNavigating uncertainty with quality, responsible investments
In this video, portfolio manager Andrew Simpson explains how his focus on high-quality global companies with strong ESG credentials has...Read summaryLire le sommaire
Fixed income has been printing outsized returns so far this year, but with the collapse of sovereign yields, longer-term return expectations should be...Read summaryLire le sommaire
Trade tensions, economic growth concerns and market volatility have challenged global equity investors throughout 2019...Read summaryLire le sommaire
In an environment where many quality companies are trading at elevated valuations, where should investors look for value stocks with attractive long-term potential?Read summaryLire le sommaire
Dividend growth opportunities in the U.S. and CanadaDividend growth opportunities in the U.S. and Canada
It’s one thing to pay a strong dividend, but quite another to maintain and grow it over time. In this video, portfolio manager Donny Moss explains why he focuses on identifying high-quality businesses with attractive potential for consistent, long-term dividend growth.Read summaryLire le sommaire
Small- and mid-cap (SMID) stocks have historically offered superior alpha opportunities, but risk-conscious investing in this space requires an active, highly selective approach focused on quality, growing companies trading at attractive valuations.Read summaryLire le sommaire
Uncovering alpha opportunities in a rapidly changing worldUncovering alpha opportunities in a rapidly changing world
The accelerated pace of technology-driven change is creating both opportunities and risks for global equity and fixed-income investors.Read summaryLire le sommaire
Global equity valuations have rarely been more challenging, but portfolio manager Joe Jugovic is still finding opportunity in select areas of the market.Read summaryLire le sommaire
The markets have had a great start to the year, and the conditions for continued positive momentum are beginning to take shape...Read summaryLire le sommaire
The last month of 2018 was a difficult one for equity investors, but for Joe Jugovic, it was a perfect opportunity to top up his positions in some of his favourite value names.
Market turbulence and economic headwinds have many investors on edge...Read summaryLire le sommaire
This past year was a challenging one for investors, but Clément Gignac believes opportunity lies on the other side of recent volatility.Read summaryLire le sommaire
Many investors are concerned about recent market volatility, but not so for portfolio manager Peter Prattas.Read summaryLire le sommaire
Capturing alpha opportunities across the market cycleCapturing alpha opportunities across the market cycle
In this wide-ranging video commentary, Eileen Riley provides an update on the performance of IA Clarington Global Allocation Fund...Read summaryLire le sommaire