Socially responsible investing

Invest in a world you want to live in


SRIs are the future of investing

Socially responsible investing is an approach to choosing profitable investments that also look out for humanity. SRI is just a shiny word for something humans have been doing since the 1700’s. Putting money on what you believe in isn’t new, it’s progress.

Local impact with term deposits

Put your money behind the business and organizations that shape our neighbourhoods.

Global impact with mutual funds

Invest in companies that take action to protect the world from climate change and inequality.

Take your money global

Make money, do good

Like regular mutual funds*, our SRIs also invest in well-known, and lesser-known, companies to make you a financial return. The difference is:

  • Quality companies only
    Investments must pass the screening for good environmental, social and corporate governance practices known as the ESG framework.
  • Supporting sustainable development
    SRIs don’t invest in six industries considered harmful while choosing companies that pursue the Sustainable Development Goals set by the United Nations.

Challenge the giants

Your dollars give our portfolio managers a literal seat at the tables of the multinational corporations that you invest in. So, we show up to make your voices heard.

Our portfolio managers at Vancity Investment Management manage the IA Claringon Enhance SRI Funds and VCIM pooled funds.

SRI mutual funds don’t invest in:

Fossil Fuels

Fossil Fuels

Pornography

Pornography

Gambling

Gambling

Military weapons

Military weapons

Nuclear power

Nuclear power

Tobacco

Tobacco

 

 

Show me the money

The numbers speak for themselves, good pays. An analysis 10,723 mutual funds from 2004 to 2108 show there’s no trade-off between sustainable funds compared to traditional funds1.

Chart of SRI vs traditional investment

Ready to make an impact?

Invest in local communities

Do good and make guaranteed returns with term deposits. Vancity’s term deposits don’t sit in a vault, they uniquely go to financing our local communities.

  • We take chances that no one else will
    Maybe you’ve noticed, some members are social and environmental challengers that don’t fit in the boxes of traditional banks or lenders. Your deposits make their initiatives and our impact investing mandate possible.
  • Local money to local people
    Invested deposits fund the mortgages of your neighbours and loans to local businesses. Not into the pockets of a stranger across the ocean.

Ways to invest

With a professional

Thinking about the future can be tough. Luckily, our experts do it everyday. Let us handle your investments and financial planning.

Find an advisor

Self-directed

Contribute anytime to Virtual Wealth®, a fully automated investing platform or use Qtrade to control where your money goes.

Learn about self direct investing

* Mutual funds are offered through Credential Asset Management Inc. Online brokerage services are offered through Qtrade Investor. Mutual funds and other securities are offered through Credential Securities. Qtrade Investor and Credential Securities are divisions of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

VirtualWealth is a trade name of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.

Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc.

1 Morgan Stanley Institute for Sustainable Investing. (2019). Sustainable Reality: Analyzing Risk and Returns of Sustainable Funds, November, 2019. Retrieved from: https://www.morganstanley.com/pub/content/dam/msdotcom/ideas/sustainable-investing-offers-financial-performance-lowered-risk/Sustainable_Reality_Analyzing_Risk_and_Returns_of_Sustainable_Funds.pdf