Genus Capital Management

Canada is facing a critical housing shortage, with experts estimating we need around 3.5 million new units to restore affordability. And with only around 247,830 homes being built annually, the gap is staggering. But the crisis goes beyond housing prices—an overall lack of housing affects health, community, and even the climate. 💡For instance, did you know the residential sector accounts for 12.6% of Canada’s greenhouse gas emissions? Impact real estate investing offers some hope, by providing ways to invest in affordable housing developments, energy-efficient structures and more. If you’re curious to learn more about real estate impact investing, take a look at our latest blog, where we go into more detail, including some sample projects that our High Impact Funds include today. 👉 https://bit.ly/498lnr0 #GenusCapital #RealEstateInvesting #ImpactRealEstate

Here are the top myths about impact investing, debunked—did you believe any of these before reading? Dig deeper into our latest blog post: https://lnkd.in/dQGV9vYX We’ve been in this field for decades—and sustainable investing for much longer. Yet we constantly come up against a few persistent myths that keep would-be impact investors out of the game. For instance: 🚫No, you won’t sacrifice all your returns to create a positive impact with your portfolio ✅And yes,  impact investing can make a real-world, measurable positive difference … if you know how to measure it, as we do, with the Genus Net Impact ScoreTM More impact-investing myth debunking in the article linked above.☝ #GenusCap #ImpactInvesting #ImpactInvestingMyths #SustainableInvesting

This is a pretty good representation of how Genus investing screens work—screening out bad actors and industries, and “screening in” positive activities and attributes, such as biodiversity, education and more. The screens become more comprehensive as you move up our values-based investing spectrum: Responsible Funds: 🟢ESG integration 🛑Tobacco 🛑Extreme carbon Fossil Free Funds – all of the above PLUS: 🛑Fossil fuels, weapons & other controversial products 🛑Indigenous conflicts 🛑Controversies 🛑High carbon intensity 🟢Gender diversity 🟢Equality measures High Impact Funds – all of the above PLUS: 🟢Health 🟢Climate Action 🟢Education 🟢Responsible consumption 🟢Sustainable cities 🟢Clean energy Learn more about our in-depth screening process: https://bit.ly/3YDmjyH #genuscapital #sustainableinvesting #responsibleinvesting #investingscreens

Such a fun and insightful challenge, Spring team! We’re always excited to put portfolios to the test with our Net Impact Score. It’s amazing to see how intentional investing can make a real difference—and sometimes surprise us along the way! 😅 If you’re curious about how your own investments measure up, or want to explore how to align your portfolio with your values, our team, including Tiffany Lusher, is here to help. Let’s start the conversation! 💬

Love seeing this energy, Spring team! It’s always inspiring to see organizations like yours challenging the status quo and digging deeper into what it really means to invest with impact. Our Chief Growth Officer, Shannon Ward, had such a great time working with Luan Tolosa, Shantanu Mehta, and Erin Skillen to test your investments. And yes, we definitely noticed the competitive streak! 😏 See part 2 for the results: https://lnkd.in/gV3xqaZ4 Let’s keep raising the bar for impactful investing together!"

Grant Conroy - Partner, FEA, CIM’s mission in work—and life—is to help people understand that wealth is more than just dollars and cents: it’s about well-being. As he puts it: “Beyond managing financial wealth, it’s important to understand the bigger picture around true wealth and family, incorporating communication, purpose and legacy into the conversation.” His unique gift is humour, in the right amount and at the right times—which makes spending time with him a true delight. A little levity when hammering out a legacy plan or custom financial portfolio is truly appreciated. Outside of work, he considers himself “head dad-joke teller,” and he also serves on two not-for-profit boards that reflect his deeply held values. He’s made such a profound impact on so many Genus clients and their families: will you be next? Send us a comment or message if you’re interested in working with Grant. #GenusCapital #GenusEmployeeSpotlight #ImpactInvesting

For all the ups and downs of the markets, there have been several undeniable trends in recent years. And one of them has been the rise of impact investing. Yet persistent questions about impact investing have left some investors feeling hesitant. What about returns, for example, and how is impact measured? Can it really be measured, with so much greenwashing out there? 🤔 With all of this in mind, we’re tackling five of the most common myths about impact investing in our latest blog post. Click to find out why you may be wrong about impact investing: ➡️ https://bit.ly/3V6HNTO #genuscap #impactinvesting #impactinvestingmyths #sustainableinvesting

The market has posted record-high returns lately, despite some experts predicting a downturn earlier in the year. But ups and downs are inevitable—the key is not reacting emotionally. These are some of the measures we take to shore up our portfolios against downturns—and help Genus clients remove emotion from investing decisions: 👉We take a long-term view. At the beginning of each client partnership, we put a long-term plan in place, with goals and set timelines. And then we stick to the plan. 👉We communicate that success is all about “time in the market” and not “timing the market.” Successful investors tend to be the ones that stay in, riding out the ups and downs. 💬As Genus Portfolio Manager Grant Conroy says: “I've worked with some very intelligent people over the years and watched them do incredibly well at timing the markets, only to be undone by timing the following year.” 🤦♂️ 👉We trust the data. Every month, we run 40 macro models, 40 stock models with around 250 inputs. We adjust our asset mix, regions and industries based on what this data is telling us—avoiding reliance on media sources or even ‘gut instincts’ (which can often be wrong). #GenusCapital #Investing #ImpactInvesting

Most investors have heard of bonds, but not all understand the ins and outs—and in our experience, even fewer know about the existence of “green,” sustainable or impact bonds. Here’s a rundown of the essentials, and what we offer: 🔎A bond is typically a lower-risk loan that you make to a company or government in exchange for fixed interest paid out at regular intervals. 👉A bond fund, like our Genus Global Impact Bond Fund, places your investment into a range of bonds at once, and you receive monthly payments that reflect an average of all. ✅The bonds in our fund contribute to projects with proven environmental and social impacts—in areas like renewable energy, green buildings and public transportation—across the U.S. and Canada; benchmarked against the US Aggregate Bond Index for risk and return. 💡Bottom line? Bonds represent another way to invest, balance your portfolio and fund positive impacts with your savings. Learn more here: https://bit.ly/3VaFuiN #ImpactBonds #GreenBonds #GenusCapital #ImpactInvesting #SustainableInvesting

Here’s another great book pick from our team. 📘🔍Our Jill Bester came across Michelle Obama’s latest book by chance, when looking for a vacation read in a grocery store during a Campbell River getaway. And it turned out to be exactly what she needed. “In her last book, she blew my socks off with her carte blanche honesty—she is such a leader,” says Jill. “In this book, she talks with humility about her own personal strife, around the lagging impacts of Covid on our connection, and lack thereof.” Obama also dives deeper into her own story, continuing where she left off in her bestselling memoir “Becoming,” while also sharing some strategies she has used to “pick herself up and dust herself off,” adds Jill. If you’re seeking inspiration for staying engaged in the face of shared challenges, this is a great read. Thanks, Jill! #GenusBookPick #GenusCapital #ImpactInvesting