Socially Responsible Investing (SRI)
Our vision is simple. We want to provide you with a one-stop solution to invest your excess cash and reserve funds in a way that is both compliant with individual investment policies and aligns with your values. In the fall of 2019, we launched IMPACT GICs with participating credit unions across Canada.
We want our clients to know their money is being invested in an impactful way and is being monitored regularly. Not only have we rolled out some of the most innovative SRI products in the industry, but we have developed a model that provides for regular reporting back to our clients. This reporting, coupled with our ongoing advice, will help ensure that our clients are achieving their financial objectives and social goals.
Watch our video for full details on our SRI Strategy
Our SRI Strategy includes three investment components, all of which can be tailored to our client's needs. They include:
1. Green Bonds - Bonds which are designated to encourage sustainability and to support climate-related or other types of special environmental projects.
2. Indigenous Financial Institutions
- Canada's two largest Indigenous financial institutions, First Nations Bank
and Peace Hills Trust
, have partnered with Canaccord Genuity to provide our clients with a full suite of investment options.
3. IMPACT GICs -
We are excited to partner with credit unions across Canada to launch IMPACT GICs, exclusive to the Cash Management Group at Canaccord Genuity. We consulted with municipalities and institutional investors; many identified with the United Nation's Sustainable Development Goals
, which we have used as guidelines for the investment of funds.
Our IMPACT GICs go through both negative and positive screening. Loans from this program will align with one or more of the UN's Sustainable Development Goals. We have engaged the services of Rhiza Capital to confirm loan activity and provide quarterly reports to our clients.Rhiza Capital is a market-leading consultant firm who is passionate about supporting impactful investing. Contact us for our IMPACT GIC Term Sheet.
Participating IMPACT GIC credit unions: