Why invest in ModernAdvisor Socially Responsible Portfolios
earn solid investment returns
Numerous studies1 have shown that Socially Responsible Investments perform just as well, if not better, than traditional investments. The reason? Companies that adhere to ESG principles are typically better governed, have a more engaged workforce, and have lower legal risk.
help protect the environment for generations to come
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.
invest with a clear conscience
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.
The Funds We Invest in
xcsr | iShares ESG Advanced MSCI Canada Index ETF
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.
dsi | ishares msci kld 400 social etf
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.
esgd | ishares msci eafe esg optimized etf
This ETF invests in companies in Europe, Australasia, and the Far East. Companies involved in tobacco or controversial weapons are excluded. The remaining companies are screened on enviornmental, social, and governance factors and must maintain a minimum B rating.
esge | ishares msci em esg optimized etf
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.
clf | ishares 1-5 year laddered government bond index etf
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.
zef | bmo emerging markets bond hedged to cad index etf
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.
reet | ishares global reit etf
This ETF invests in Real Estate Investment Trusts and has received a ‘High’ rating from Morningstar for sustainability.