iA CONNECTED

Did you know that... according to a recent survey, 82% of investors say they would consider allocating a portion of their portfolio to socially responsible investment funds (SRI)?

SRI is growing in popularity as more investors realize that they can align their portfolios with their personal sustainability values.

But what are Socially Responsible Investments?

SRI is a type of investment that integrates the analysis of environmental, social and governance (ESG) factors with the financial analysis of companies to select the best performing companies in a portfolio from a sustainable development perspective.

ESG factors are examined through the eyes of four key stakeholders: shareholders, clients, employees and communities. To be considered a responsible investment, a company must keep the best interest of these stakeholders in mind while striking a balance between environmental performance, social responsibility, corporate governance and the drive for profit.

The new SRI (Inhance) fund family

When selecting stocks for inclusion in the funds, Vancity Investment Management, the manager of the SRI (Inhance) funds offered by iA Financial Group, uses an integrated approach that seamlessly combines ESG analysis with fundamental financial analysis. The manager also applies specific inclusion and exclusion criteria.

To complement your efforts to sell the SRI (Inhance) funds and to learn more about SRI in general, we invite you to consult the following tools, available in the Advisor Centre:

• SRI (Inhance) Fund Family Sheet (F13-1111A)
• SRI Moderate (Inhance) Fund Profile (F13-1113A)
• SRI Balanced (Inhance) Fund Profile (F13-1017A)
• SRI Growth (Inhance) Fund Profile (F13-1112A)
• Socially Responsible Investments (F13-1040A)

Take advantage of the recent launch of the SRI (Inhance) family of managed solutions and offer this alternative to your clients who want to invest sustainably, without compromise!