From an evidence point of view, the proliferation of sustainable investment strategies and strong fund flows into these products are easily researched through publicly available resources. Underlying these trends, however, is a more durable structural shift.
It is vital in understanding the different approaches related to sustainable investing. While standards and definitions continually evolve, there are generally six approaches to sustainable investing. Depending on an investor’s motivation in considering sustainable investing, some approaches may be more relevant than others.
Sustainable investing has experienced increased interest over the past few years, with a sharp acceleration in 2020 due to the COVID-19 pandemic and other high profile social issues, such as the Black Lives Matter movement. There are, however, some common myths and misconceptions among investors that may be new to modern sustainable investing approaches. This educational resource attempts to provide insight and clarification into what we believe are the most misunderstood issues.
From the Desk of Ashley Misquitta and David Mann: In this recent article, the portfolio managers discuss the evolution of sustainable investing and its growing popularity among investors. Ashley and David also share how they incorporate ESG factors into their investment process.
Since the beginning of November 2020, we’ve seen the outperformance of small cap companies in relation to larger corporations by nearly eight percentage points. Spurred initially by the announcement of the COVID-19 vaccination and distribution plans across the country, momentum continued through the end of the year.
From the Desk of the CIO: Ian Hardacre shares his views on the current equity markets. Ian also discusses the importance of active management and how a good asset allocation practice can improve a portfolio’s risk-return profile.
From the Desk of the CIO: Ian Hardacre discusses the qualitative and quantitative factors used to assess high quality companies. Ian also provides examples of securities added to the fixed income, Canadian large cap and international equity mandates.