With ModernAdvisor’s Socially Responsible portfolios, you can invest in a well-designed and diversified portfolio that is mindful of the Environmental, Social, and Corporate Governance practices of the companies you invest in.
That means you can simply do well by doing good.
Earn solid investment returns As a client, you can take comfort in knowing that we operate as a regulated portfolio manager, registered in all Canadian provinces.
ModernAdvisor’s Socially Responsible Portfolios invest in funds that have an Environmental, Social, and Governance (ESG) mandate. While ESG investments are not the same as Fossil Fuel Free or Green funds, they exclude the worst environmental offenders and have a much better environmental track record compared to a typical investment fund.
ModernAdvisor Socially Responsible Portfolios exclude investments in questionable businesses such as controversial weapons manufacturers and companies involved in the production and distribution of tobacco products.
This ETF invests in Canadian companies. Companies are screened on environmental, social and governance factors and must receive an MSCI ESG rating of at least BBB or above. Companies in 13 industries, including fossil fuels, gambling, GMO, nuclear power, alcohol, military contracting, civilian firearms, and tobacco are ineligible.
This ETF invests in European, Asian and Far East (EAFE) companies that have been screened to meet a minimum standard for overall environmental, social, and governance criteria. Companies involved in Controversial and Nuclear Weapons, Civilian Firearms, Tobacco, Thermal Coal, and Oil Sands, violate the UN Global Compact are not eligible for inclusion. This ETF has an AA ESG Fund Rating from MSCI.
This ETF invests in US large and midcap companies that have been screened to meet a minimum standard for overall environmental, social, and governance criteria. Companies involved in Controversial and Nuclear Weapons, Civilian Firearms, Tobacco, Thermal Coal, and Oil Sands, violate the UN Global Compact are not eligible for inclusion. This ETF has an AA ESG Fund Rating from MSCI.
This ETF invests in large and midcap companies based in emerging markets such as China, India and South Korea. Companies included in the ETF have been screened to meet a minimum standard for overall environmental, social, and governance criteria. Companies involved in Controversial and Nuclear Weapons, Civilian Firearms, Tobacco, Thermal Coal, and Oil Sands, violate the UN Global Compact are not eligible for inclusion. This ETF has an AA ESG Fund Rating from MSCI.
This ETF invests in short term Canadian government, and corporate bonds from companies that have been screened to meet a minimum standard for overall environmental, social, and governance criteria. Companies included in the ETF have been screened to meet a minimum standard for overall environmental, social, and governance criteria. Companies involved in Controversial and Nuclear Weapons, Civilian Firearms, Tobacco, Thermal Coal, and Oil Sands, violate the UN Global Compact are not eligible for inclusion. This ETF has an AA ESG Fund Rating from MSCI.
This ETF invests primarily in ultra-short-term T-Bills issued and backed by the Federal and Provincial Governments of Canada which afford very little risk. Guardian Capital’s experienced fixed income team tactically positions the ETF’s portfolio amongst Canadian T-Bills with 0-6 month maturities, depending on the Manager's view of the best opportunities.
The iShares Global REIT ETF invests in global real estate equities and real estate investment trusts (REITs) from developed market countries and emerging markets. This ETF has an A ESG Fund Rating from MSCI.
Working with a fiduciary portfolio manager ensures that your investments are always managed with your best interests at the forefront.
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