Below is a directory of RIA Member firms that offer responsible investment funds. For a complete list of RI mutual funds including performance data, click here. Feel free to contact RIA Member firms directly, or contact us if you have any questions: [email protected].
wdt_ID Name Company Contact Information 1
AGF Investments Inc.
AGF Investments Inc. provides asset management services to individuals and institutions around the world. AGF is committed to responsible investing and considers the investment implications of ESG issues within their portfolio management and investment decision-making processes. AGF offers a thematic fund, the Global Sustainable Growth Equity Fund, investing in companies that are benefiting from the transition to a more sustainable economy.
AGF Investments Inc. is a Sustaining Member of the Responsible Investment Association.
Rose Cammareri, EVP Retail Distribution, AGF Investments Inc: Email.
BMG Group Inc.
BMG Group Inc. (BMG) is a dedicated guardian of physical bullion. The mission of Bullion Management Group Inc. is to be the global leader in providing secure, cost-effective and transparent ways to purchase and store physical gold, silver and platinum bullion for real wealth preservation and true portfolio diversification.
BMG is an Associate Member of the Responsible Investment Association.
Brandon White, Business Development Manager/Analyst, BMG Group Inc.: Email.
Changequity’s mission is to buy high carbon companies and transform them into restorative, market-leading businesses.
Changequity is a Supporting Member of the Responsible Investment Association.
Robert Safrata, CEO, Changequity: Email.
CI Investments Inc.
CI Investments has been managing money on behalf of Canadian investors since 1965. Over the years, CI expanded its lineup of funds to provide investors with an increasingly comprehensive offering of Canadian, global and industry funds. This growth was guided by a strategy of seeking the best available portfolio managers. These managers have been selected for their strategic focus, consistent discipline and long-term track record of investing here in Canada and around the world.
CI Investments is an Associate Member of the Responsible Investment Association.
Jeff Chan, Responsible Investment Analyst, CI Investments Inc: Email.
CoPower is an online investment platform that makes it easy to invest in clean energy infrastructure. CoPower Green Bonds are backed by senior, secured loans made to community-scale clean energy projects that generate revenues from energy savings or the sale of clean energy.
CoPower is a Supporting Member of the Responsible Investment Association.
Trish Nixon, Director of Investments, CoPower: Email or +1-514-500-0270 x 5.
Desjardins is a cooperative financial group in Canada offering both personal and business services. They are involved with shareholder engagement strategies and offer responsible investing products through Ethical Select portfolios, Ethical Funds and SocieTerra Funds and Portfolios.
Desjardins is an Associate Member of the Responsible Investment Association.
Rosalie Vendette, Senior Advisor, Responsible Investment, Desjardins: Email.
Encasa Financial is a registered investment fund manager, created specifically to manage the investment of pooled capital reserves of non-profit and co-operative housing providers. They offer three investment funds with Phillips, Hager & North Investment Management (a division of RBC Global Asset Management Inc.) as their portfolio adviser.
Encasa Financial is an Associate Member of the Responsible Investment Association.
Glenda McLachlan, Corporate Secretary/Director Governance & Strategic Planning, Encasa Financial: Email.
Franklin Templeton Investments
Franklin Templeton is a global leader in asset management serving clients in over 150 countries. Their focus is on delivering relevant investment solutions, strong long-term results and reliable, personal service. Their investment professionals are on the ground across the globe, spotting investment ideas and potential risks firsthand.
Franklin Templeton is an Associate Member of the Responsible Investment Association.
Maarten Bloemen, Portfolio Manager/Research Analyst, Franklin Templeton: Email.
Genus Capital Management
Genus Capital Management is an independent investment management firm based in Vancouver. They offer fossil free and impact investment strategies to institutional and private clients.
Genus Capital Management is an Associate Member of the Responsible Investment Association.
J.P. Harrison, Partner & President, Genus Capital Management: Email.
Global Alpha Capital Management
Global Alpha Capital Management is an independent and privately owned investment management firm focused exclusively on global and international small cap portfolio management. GAC uses a combination of ESG incorporation strategies including quality screening, investment theme selection, qualitative analysis, and negative screening.
Global Alpha Capital is an Associate Member of the Responsible Investment Association.
Qing Ji, Portfolio Manager, Global Alpha Capital Management: Email.