Responsible Investing

Investing With a Purpose

It’s possible to have an investment portfolio designed to achieve your financial goals, while also matching your personal values. Responsible investment funds employ various strategies to contribute positively to important environmental, social and governance (ESG) issues present in society today, with a focus on long-term sustainable returns.

Examples of ESG Issues

How does it work?

Responsible investment funds will typically use one or more of the following strategies…

Want to learn more about how your investments can make a positive impact on society and the environment?

Mackenzie and Jeff are both RIA Certified as Responsible Investment Specialists.

Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.