Socially responsible investing (SRI)
Invest where sustainable can be profitable.
Sustainable funds outperformed their traditional peers in 2023 and saw returns of 12.6%.
Source: Morgan Stanley Institute of Sustainable Investing
Socially responsible investing is an approach to choosing profitable investments that also look out for humanity. And the numbers speak for themselves: the companies that deliver on long-term performance are also the ones who respect life on earth.
Global impact with mutual funds.
Like regular mutual funds,* SRIs invest in well-known and lesser-known companies. The difference is:
- Quality companies only
Investments must pass screening. In some cases, the screening is for good environmental, social, and corporate governance practices known as the ESG framework. - Supporting sustainable development
SRIs managed by Vancity Investment Management don’t invest in six industries considered harmful and include companies that pursue the Sustainable Development Goals set by the United Nations.
Our approach to sustainable investing.
The investments we, and our partners Aviso Wealth, offer vary in how they’re constructed and managed. They may use one or multiple methods to add impact to their portfolio.
ESG integration and thematic investing
Some funds seek investments with a measurable positive impact and positive return.
Stakeholder engagement
Fund managers may put forth and vote on proposals to make change at companies you invest in.
Negative screening
Some funds may exclude companies that earn revenue in harmful industries such as fossil fuels and military weapons.
Term deposits deliver local impact and guaranteed returns.
Vancity’s term deposits don’t sit in a vault; instead, they help:
- Back change-makers
Some of our 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. - Give 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.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions, their values change frequently, and past performance may not be repeated.