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Contact Doug Hudson

Are You a Socially Responsible Investor?

If you want a secure financial future without compromising your values, you may be a socially responsible investor.

Socially responsible investors care about where their money goes. They avoid industries that contradict their central values, and they support companies that operate with integrity towards employees, community and the environment. They also use their clout as shareholders to help raise the bar for corporate social and environmental performance.

Canadians enjoy several options that allow them to make investment decisions based on social and environmental criteria, as well as financial criteria. One of the most trusted is Ethical Funds®, Canada's first and most comprehensive family of socially responsible mutual funds. The family of 12 Ethical Funds manages $2.3 billion in assets on behalf of 200,000 investors.

Ethical Funds helps Canadians steer their investment portfolios away from military weapons, tobacco products, and the nuclear industry, and use the power of share ownership to encourage corporations to improve their behaviour. Strategies include ongoing dialogue with company management, proxy voting, and filing shareholder resolutions.

Socially screened mutual funds and labour sponsored funds in Canada grew 75% from $5.9 billion in 1998 to $10.35 billion in 2000 - twice the growth rate of the mutual fund industry as a whole. Throw in pensions, endowments and the like, and socially screened investments are worth $50 billion, according to Canada's Social Investment Organization.

You have a choice. As a socially responsible investor, you choose to save for your future, while helping to improve the quality of life for everyone.


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