• Lighthouse Money Management Inc. Lighthouse Money Management Inc. Socially Responsible Investing (SRI), also known as sustainable, socially conscious, or ethical investing, is any investment strategy which seeks to consider both financial return and social good.
  • Lighthouse Money Management Inc. Lighthouse Money Management Inc. Socially Responsible Investment (SRI)
  • Lighthouse Money Management Inc. Lighthouse Money Management Inc. Socially Responsible Investment (SRI) is the process of selecting or managing investments according to social or environmental criteria.
  • Lighthouse Money Management Inc.
    Lighthouse Money Management Inc.
    Socially Responsible Investment (SRI)
  • Lighthouse Money Management Inc. Lighthouse Money Management Inc. Socially Responsible Investors encourage corporate practices that promote environmental stewardship, consumer protection, human rights and diversity.
  • Lighthouse Money Management Inc. Lighthouse Money Management Inc. Socially Responsible Investment (SRI)
  • Lighthouse Money Management Inc.
    Lighthouse Money Management Inc.
    Socially Responsible Investing is a very dynamic and growing part of consumer investment options.
  • Lighthouse Money Management Inc. Lighthouse Money Management Inc. Socially Responsible Investment (SRI)
  • Lighthouse Money Management Inc. Lighthouse Money Management Inc. Socially Responsible Investment represents a useful tool to accomplish your investment goals by incorporating social and environmental factors, and provides a catalyst for positive social change.
  • Lighthouse Money Management Inc. Lighthouse Money Management Inc. Providing confidential, independent advice and personal financial solutions through our world-wide connections.

     
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Lighthouse Money Management - Socially Responsible Investment

 


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Here are some links to Mutual Fund companies that are available to our clients. Click on the company name for more background information about the SRI funds that are available.

An important part of “SRI” investing is education. These links also provide information on SRI investing, the issues, the organizations and the people involved.

   

It is important to have good advice prior to investing in order to be sure the portfolios are suitable for your personal situation. Should you have any questions please do not hesitate to contact us.

 


AGF
Since 2000, our Social Values funds have combined detailed financial analysis with environmental, social and governance (ESG) research. We believe that ESG factors can have a material impact on a firm's operations, sustainability, profitability and valuation. ESG analysis allows us to better identify the long-term risks and opportunities for a company.

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IA Clarington Investments
The portfolio managers select investments using fundamental analysis, encompassing company's earnings, profitability growth, credit position, cash flow and long-term sustainability. The team also applies in-depth financial analysis and rigorous environmental, social and governance (ESG) research to the construction and management of the portfolios.

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NEI Investments  - Ethical Funds
Make Money, Make a Difference with Ethical Funds
Ethical Funds is Canada’s largest and most comprehensive family of sustainable investments with mutual funds in all asset categories plus the Ethical Select Portfolios—a fund of funds solution.
Companies with strong financial performance and good environmental, social and governance (ESG) practice have the greatest potential to outperform and mitigate risk in the long term. That’s why at Ethical Funds, our work is about both financial performance and making good companies better.
The NEI ESG Services Team at Ethical Funds encourages companies to improve their ESG practices through dialogue, shareholder resolutions and proxy voting. Our approach to corporate engagement is based on dialogue. Through progressive dialogue, we seek to communicate concerns about ESG practices directly to corporate management to improve company policy, disclosure and performance in these areas.
For more information on Ethical Funds and the positive changes we make, visit www.ethicalfunds.com.
Ethical Funds is a division of NEI Investments.
Disclaimer: Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. NEI Investments, Northwest Funds and Ethical Funds are registered marks and trademarks owned by Northwest & Ethical Investments L.P.

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Meritas® SRI Funds
Meritas SRI Funds is a registered trademark of the Qtrade Financial Group and a division of OceanRock Investments Inc. and is used with permission.

Meritas SRI Funds is one of Canada's leading providers of socially responsible investments ('SRI') for individuals, corporations, endowments, foundations, pension plans and other large investors. SRI is the process of making investment decisions in pursuit of social and environmental returns in addition to seeking financial returns. We achieve this by being committed to all three pillars of SRI:
Positive and Negative Screening,
Shareholder Advocacy, and
Community Development Investments (CDI)

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Phillips, Hager & North
Discerning investors have placed their trust in PH&N since 1964. Our disciplined investment style and strong client relationships, coupled with some of the lowest fees in the industry, have enabled us to build wealth for Canadians over the long term.

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RBC Global Asset Management    
RBC Global Asset Management has partnered with Sustainalytics™, a global leader in ESG screening to deliver our SRI offerings. The RBC Jantzi Funds and PH&N Community Values Funds combine the Sustainalytics screening process with the RBC Global Asset Management investment management approach.

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Responsible Investing | Socially Responsible Investing (SRI) is a useful tool to accomplish your investment goals while incorporating social and environmental factors that act as a catalyst for positive social change. ● ●


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