Choose socially responsible investing (SRI)
We take a responsible approach that factors environmental, social, and governance (ESG) criteria into our entire range of funds for personal banking clients. By integrating these criteria into our asset management processes, we’re able to identify potential ESG opportunities and risks that may not be captured by our core financial analyses. The end goal here is to increase your portfolio’s resilience, with no negative impact on expected risks or returns.
Beyond integrating ESG criteria across our asset allocation funds, minimum 25% of the assets in our Stratégie Equipondéré ESG Impact fund are set aside for thematic investments in companies that provide solutions to environmental and social challenges. The fund is for investors seeking long-term capital growth and additional income.