Responsible investing

Invest with an impact.

Responsible investment (RI) is the integration of environmental, social and governance factors (ESG) into the selection and management of investments.

As a member of Gulf & Fraser, you have access to investment solutions* that focus on investing in companies that have a positive impact on the environment, treat their employees well and are well governed. You can invest in good companies. Evidence suggests that a comprehensive process of ESG integration is successful in achieving both financial and social value.**

71% of Canadian investors say it’s important for financial advisors to offer socially responsible investments to build strong client relationships.**

Smart Money Episode 9: Socially Responsible Investing

With socially responsible investments, your portfolio manager considers the environmental, social and governance practices of the businesses you're investing in. In this podcast, Gulf & Fraser/Credential Asset Management Inc. Investment Specialist, Zaiba Riaf, shares how to incorporate socially responsible investments into a portfolio.

Responsible investments may be right for you if:

You are concerned about environmental risks, such as issues in species extinction, pollution and climate change.
You are concerned about social risks, including human rights, worker safely and aboriginal rights.
You are concerned about governance risks and the way companies are run.

* Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

** Source: De, I. and Clayman, M.R. 2015 “The Benefits of Socially Responsible Investing: An Active Manager’s Perspective” Journal of Portfolio Management, Vol 24, No 4, P. 49-72.

*** Source: Mackenzie Investments “Invest with Impact”