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September 29, 2022

Refresh Your Portfolio with ESG Investments

ESG-Investment-Portfolio

More and more investors are looking for opportunities to express their values through their investment portfolios. Environmental, Social, and Governance investing provides a way for investors to do this. ESG products incorporate environmental, social and governance factors into the traditional investing process. Investors can put their money into companies that offer sustainable practices and promote positive environmental and social change as well as responsible corporate behavior.

When you invest in ESG funds, you don’t have to worry about leaving money on the table. ESG investing allow you to support your values while also potentially earning positive returns. In fact, ESG funds tend to perform just as well, if not better, than traditional funds over the long term.1

Growth potential in ESG investing

 

As climate change becomes an increasingly important risk to the global economy and our way of life, governments and corporations are accelerating ESG and climate change actions. This is leading to an increase in growth potential for green products and sustainable infrastructure.

Today, investors have the chance to benefit from this growth. You can invest in the companies leading the transition to a greener world while also maintaining peace of mind that your money is funding initiatives that align with your environmental values. It’s a win-win situation.

ESG Investment Opportunities

 

If you’re looking for an opportunity to invest in projects and companies supporting the transition to a more sustainable world, CI Global Sustainable Infrastructure Fund and CI Global Green Bond Fund might be the right fit.

 

CI Global Sustainable Infrastructure Fund

 

CI Global Sustainable Infrastructure Fund is designed to provide regular monthly income and long-term capital appreciation by investing in companies with exposure to sustainable infrastructure.

Adding exposure to sustainable infrastructure can help to diversify your portfolio with a low long-term correlation to traditional stocks and bonds. There is also a lot of growth potential in sustainable infrastructure as it is backed by institutional investor demand. This means pension plans and endowments are steadily increasing their allocations to traditional and sustainable infrastructure. Institutional investors have also committed to increasing allocations in the future which will support this asset class for years to come. 

CI Global Green Bond Fund

 

CI Global Green Bond Fund is designed to provide long-term total returns by following a sustainable investment approach. This fund invests primarily in labelled green bonds issued by government-related and corporate issuers located around the world.

While there has been an increase in investors interested in products that support green initiatives, many are concerned with the legitimacy of some investments marketed as ESG, sustainable or green. This is partly due to the non-standardization of ESG financial and risk reporting, and the light regulatory oversight of such products. The result is that many investors are left questioning if their money is going to fund products that are actually green or greenwashed.   

When you invest in CI Global Green Bond Fund, you don’t have to worry. CI Global Green Bond Fund will only invest in green bonds that have been independently evaluated by third parties and are in alignment with the Green Bond Principles.

Align your values with your investing goals

 

Global challenges like climate change have shifted investor expectations. Investors want to know that their money is impacting positive change in the world while also providing competitive returns. When you invest in CI Global Sustainable Infrastructure Fund or CI Global Green Bond Fund, you’re not sacrificing your bottom line. These funds provide a low-risk opportunity to achieve your financial goals while aligning your portfolio with your values. Visit our ESG page to learn more about value-based investing and ESG solutions.

Source Morningstar Direct. As of October 31, 2021.

IMPORTANT DISCLAIMERS

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.

This document is provided as a general source of information and should not be considered personal, legal, accounting, tax or investment advice, or construed as an endorsement or recommendation of any entity or security discussed. Every effort has been made to ensure that the material contained in this document is accurate at the time of publication. Market conditions may change which may impact the information contained in this document. All charts and illustrations in this document are for illustrative purposes only. They are not intended to predict or project investment results. Individuals should seek the advice of professionals, as appropriate, regarding any particular investment. Investors should consult their professional advisors prior to implementing any changes to their investment strategies.

The opinions expressed in the communication are solely those of the author(s) and are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed.

©2022 Morningstar Research Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Certain statements contained in this communication are based in whole or in part on information provided by third parties and CI Global Asset Management has taken reasonable steps to ensure their accuracy. Market conditions may change which may impact the information contained in this document.