ALIGN YOUR INVESTMENTS WITH YOUR VALUES
Global challenges like climate change and inequality have shifted investor expectations—they want to know their money is having a positive impact on the world around them, as well as their returns. With ESG investing, you can achieve your financial goals while aligning your portfolio with your values.
INVESTMENTS THAT DO GOOD…
Per their name, ESG investing incorporates environmental, social and governance factors as a way to uncover risks and opportunities that can minimize negative externalities and drive positive change.
Environmental
- Adherence to climate goals
- Environmental protection
- Water and energy use
- Carbon emissions
- Waste management
Social
- Human rights
- Privacy and data
- Fair wages and safe working conditions
- Community involvement
- Product responsibility
Governance
- Diversity and inclusion
- Executive compensation
- Business ethics
- Protecting shareholder interests
- Disclosure and transparency
WHILE DOING WELL
The ESG investing process also takes into consideration traditional financial factors to enhance performance and decrease volatility. In fact, ESG strategies tend to perform just as well, if not better, than their traditional counterparts over the long term. Plus, you can get exposure to market segments with significant growth potential, like companies contributing to the fight against climate change.
Morningstar Research Inc., as of December 31, 2022, using monthly returns.
THE ABCS OF ESG INVESTING
Get a brief introduction into ESG investing and its potential to deliver strong returns and make a difference.
THE ESG INVESTING SPECTRUM
As ESG investing has grown in popularity, so too have the types of strategies you can include in your portfolio.
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SOCIALLY RESPONSIBLE INVESTING |
ESG INTEGRATION |
IMPACT INVESTING |
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Description: Avoiding industries that don’t align with your values or that actively do things that negatively impact society or the environment. |
Description: Reviewing not only the financial fundamentals of each company, but also the types of global citizens they are regarding environmental, social or governance issues. |
Description: Investing in companies that are focused on trends that can have a positive impact on our world. |
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Examples: Avoiding gun, tobacco or oil companies. |
Examples: Considering the diversity within a company, their commitment to reducing carbon emissions, how they manage their finances and more. |
Examples: Investing in green energy companies or those that are actively helping people, companies and governments to reduce carbon emissions. |
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Advantages:
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Advantages:
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Advantages:
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THE CI ESG INVESTING FAMILY
While ESG and climate-focused investing are relatively new, CI Global Asset Management is a committed leader in providing a wide range of solutions that make it easier for our clients’ investments to do well, by doing good. Our portfolio managers have a formal ESG policy centred on incorporating material ESG risks and opportunities, alongside traditional financial analysis, for a more holistic view of the companies we invest in.
CI Mosaic ESG ETF Portfolios
Climate-focused Funds
Note! The integration of ESG filters is not exclusive to our ESG lineup, as more of CI Global Asset Management’s assets under management are covered by our Responsible Investing Policy.
CAPABILITIES
CI Global Asset Management’s strength comes from our unique lineup of portfolio managers and the variety of expertise and experience that they provide.
ESG INSIGHTS
Thought leaders and portfolio managers from across CI Global Asset Management offer insights into trends, and policies that are creating investment risks—and opportunities—for ESG investments.
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