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 US stocks and excludes companies involved in nuclear power, tobacco, alcohol, gambling, military weapons, civilian firearms, GMOs and adult entertainment. The remaining companies are screened on environmental, social and governance factors and must maintain a minimum B rating.
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 companies in Emerging Markets such as China and Brazil. Companies involved in tobacco or controversial weapons are excluded. The remaining companies are screened on environmental, social, and governance factors and must maintain a minimum B rating.
This ETF invests only in Canadian government bonds. By avoiding corporate bonds, it will not have any exposure to bonds from companies that may have a questionable environmental, social, or governance record.
This ETF invests in governments bonds from countries like South Korea, Mexico and Indonesia. This is the only emerging market bond ETF available in Canada.
This ETF invests in Real Estate Investment Trusts and has received a ‘High’ rating from Morningstar for sustainability.
Working with a fiduciary portfolio manager ensures that your investments are always managed with your best interests at the forefront.
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