Responsible

Invest in Trump? There’s an ETF for that

A Texas financial firm is betting GOP supporters will put their money where their politics are (Jim Young/Reuters) It’s a truism to say that we are in hyper-partisan times, the United States in particular. From our bumper stickers to our news sources, we can choose to live in a way that refle ...

Wealthsimple launches investment portfolio for observant Muslims

Robo-adviser Wealthsimple has launched a new investment portfolio for observant Muslims, a move the company says builds off its success targeting smaller, underserviced groups of investors. The Toronto-based wealth management firm says its Halal investing portfolio is designed for those adhering to ...

PSP Investments Gains 12.8% in Fiscal 2017

Benefits Canada reports, PSP Investments posts 16.1% return:The Public Sector Pension Investment Board earned a 16.1 per cent return (gross, not net) in its 2017 fiscal year, bringing its net assets under management to $135.6 billion.That’s a significant increase from last year, when it earned a ...

Big Departures at Dutch Pension Giants?

Elizabeth Pfeuti of Financial News reports, Dutch pension fund giant loses CEO:One of the largest pension funds in Europe is to lose its chief executive, in the latest high-profile resignation to hit the sector.Else Bos, who has led PGGM since 2012, is to quit the organisation in November. PGGM in ...

Tips from a value investing legend

(iStock) Good stock pickers come in all shapes and sizes. And most will tell you that patience is the key to success. If that’s the case, then the superstars in the field of value stock investing are the most patient guys on the planet—many of them waiting a lifetime for big returns. We can a ...

CPPIB Retreats From Farmland?

John Tilak and Matt Scuffham of Reuters report, Canada's CPPIB pension fund plans farmland retreat:Canada Pension Plan Investment Board (CPPIB) has decided against making further investments in farmland and is open to selling its existing portfolio after reviewing the operations, people familiar w ...

OPTrust Taking Climate Change Seriously?

The Canada News Wire reports, OPTrust Proposes Action on Climate Change with Release of Position Paper and Portfolio Climate Risk Assessment: Report:OPTrust today released Climate Change: Delivering on Disclosure, a position paper that details the fund’s approach to navigating the complexities of ...

How Sustainable is Wealthsimple’s Socially Responsible Portfolio?

I was really excited to read that WealthSimple, one of Canada’s better-known robo-advisor services, has introduced a socially responsible investment portfolio. It’s a wonderful option for new investors, and people who simply can’t be bothered to learn how to do it themselves. Of course, me be ...

Investing Sustainably in the Financial Sector

I love clients who push me towards new ideas in sustainable investment. Currently, I’m working with a lovely couple in Toronto who hold the honour of being my ‘deepest’ green clients so far. They are adamant that not a single dollar be invested in fossil fuels, and won’t tolerate any banks w ...