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.

NEI Investments (NEI) 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, NEI 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.

NEI 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 NEI website to learn more about how they engage with companies to affect change.

Is Responsible Investing for you?

Our Affinity Wealth Management experts are here to help find the best investing options for you. Give us a call at 1.866.272.2521!

*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.

*CAM is a wholly owned subsidiary of Aviso. Aviso is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. (“Desjardins”) and 50% by a limited partnership owned by the five provincial Credit Union Centrals and The CUMIS Group Limited. Due to Desjardins’ ownership interest in Aviso and CAM, and because NEI Investments is a wholly owned subsidiary of Aviso, NEI Investments, Desjardins and Fiera Capital Corporation are related or connected issuers to us.