Investing responsibly doesn’t have to come at the expense of financial returns

IA Clarington Inhance SRI Funds, managed by Vancity Investment Management Ltd. (VCIM), combine environmental, social and governance (ESG) screening with proven methods of financial analysis to help grow your wealth in a way that aligns with your personal values.

ESG screening

To identify potential investments for IA Clarington Inhance SRI Funds, VCIM’s portfolio managers assess companies based on seven main ESG criteria:

  1. Corporate governance
  2. Environmental leadership
  3. Employee relations
  4. Employee diversity
  5. Community relations
  6. Human rights practices
  7. Product sustainability

VCIM does not invest companies whose primary line of business involves:

SRI esg icons

VCIM’s assessment process involves more than just screening out companies that fall short of its ESG criteria. The portfolio managers actively screen in companies that demonstrate a firm commitment to progressive social values and environmental stewardship.

Financial analysis

VCIM’s security selection specialists assess potential candidates for the Funds based on a wide range of fundamental financial metrics, including:

  • Free cash flow
  • Price-to-earnings ratio
  • Earnings growth
  • Return on equity

Portfolio managers also assess companies’ business models, competitive advantages and quality of management.

Only securities that satisfy the stringent requirements of both the ESG team and the financial analysis team are eligible for inclusion in IA Clarington Inhance SRI Funds.

IA Clarington Inhance SRI Funds consist of a variety of standalone mutual funds and all-in-one portfolio solutions:

Speak with your financial advisor to learn more about how IA Clarington Inhance SRI Funds can help bring you closer to your financial goals – responsibly.