Socially Responsible Investing (SRI)
Today, many investors want to align their investment goals with their personal values. They’re looking for investments that attempt to combine financial return and positive societal impact. They want to be responsible investors. The IA Clarington Inhance SRI Funds provide investors the opportunity to grow their wealth responsibly.
The IA Clarington Inhance SRI Funds are managed by sub-advisor Vancity Investment Management Ltd. (VCIM), a leader in responsible investing (RI). Taking an integrated approach, the team incorporates financial analysis with environmental, social and governance (ESG) analysis to positively screen for quality companies. ESG factors in the IA Clarington Inhance SRI Funds are examined through the eyes of stakeholders.
For a company to be designated as a responsible investment within the Funds, it must be able to balance the interests of shareholders, customers, employees and communities. In return, each of these stakeholders contribute to a prosperous company.
To ensure that stakeholders’ interests are balanced, seven specific categories are used to determine if a company is suitable for its funds:
- Corporate governance
- Environmental leadership
- Employee relations
- Employee diversity
- Community relations
- Human rights practices
- Product sustainability
Industry exclusions - VCIM will not invest in securities issued by companies whose primary line of business includes one of the following:
- Nuclear power
- Military weapons
- Adult entertainment
SUPPORTING YOUR FINANCIAL SECURITY
The goal of the IA Clarington Inhance SRI investment team is to provide long-term competitive financial returns for you, while investing in a way that supports a better world for everyone. The IA Clarington Inhance SRI Funds employ a unique approach to accomplishing this dual goal. With most responsible investing (RI) funds, the portfolio manager simply chooses from lists of pre-approved companies. With the IA Clarington Inhance SRI Funds, the team that analyzes a company’s record of corporate responsibility also works closely with the portfolio management team. This allows them to uncover opportunities and potential risks that might otherwise be missed.
The IA Clarington Inhance SRI offering
For investors looking for a managed solution that aligns their investment goals with their personal values, we have the IA Clarington Inhance SRI portfolios. Each portfolio has different risk/return characteristics and invests in a diversified collection of other mutual funds that meet Vancity Investment Management’s Responsible Investment principles.
The IA Clarington Inhance SRI portfolios include:
- IA Clarington Inhance Conservative SRI Portfolio
- IA Clarington Inhance Balanced SRI Portfolio
- IA Clarington Inhance Growth SRI Portfolio
The IA Clarington Inhance SRI Funds include:
- IA Clarington Inhance Bond SRI Fund
- IA Clarington Inhance Monthly Income SRI Fund
- IA Clarington Inhance Canadian Equity SRI Class
- IA Clarington Inhance Global Equity SRI Class
Responsible Investing brochures
Climate change brochures