Investing with a conscience

Grow your money and feel good about doing it!

What if you could make money and help change the world at the same time? That’s the premise behind sustainable or socially responsible investing (SRI). SRI is a progressive way of using your money to add value to your portfolio while simultaneously building a brighter future for the world. It’s a strategy that puts social good on par with financial return, and it’s easier to do than you might think.

The first step is to share your values with your investment advisor. Once your investment professional knows that environmental, social and governance performance are as important to you as financial gains, he or she can recommend funds to meet those priorities.

Ethical Funds* has over 25 years of experience investing responsibly on behalf of credit union members across Canada. In the early days, their focus was on avoiding investments related to nuclear energy, weapons manufacturing and tobacco.

Today, Ethical Funds uses environmental, social and governance (ESG) analysis to identify often overlooked risks that are not reflected in financial statements. It's a system that looks at everything from good employee relations and strong records of community involvement, to progressive environmental policies and procedures.

Ethical Funds is also known for having a robust shareholder action plan. Simply put, you can't change a company you don't own. Owning shares in a company brings powerful shareholder rights - a voice in reshaping the way it does business. If a company's shareholders band together and ask management to reduce its greenhouse gas emissions, or ensure workers in its overseas factories are fairly treated, management has to listen.

Thus the power of shareholder action lies not in avoiding companies with poor practices, but by helping to improve them. Visit the Ethical Funds website to learn more about how they engage with companies to affect change.

Call our Contact Centre at 1.866.863.6237 to connect with one of the Credential Asset Management Inc. Mutual Fund Investment Specialists and learn more about socially responsible investing.

*Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual funds investments. Please read the prospectus before investing. Unless otherwise stated, cash balances, mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.

Ethical Funds® are sold in all provinces and territories across Canada.