Just in time for Earth Month, we are announcing today the expansion of the portfolio management team for our SRI (Inhance) managed solutions (“the Funds”) managed by Vancity Investment Management Ltd. (“VCIM”).
Effective today, Jeffrey Adams, Director & Portfolio Manager, VCIM, and Wes Dearborn, Portfolio Manager, Fixed Income, VCIM, have been appointed portfolio managers for the Funds. In addition, Marc Sheard, previously a portfolio manager at the British Columbia Investment Management Corporation, is joining VCIM on April 26, and will serve as a portfolio manager for the Funds, pending necessary registrations.
In addition to these changes, Andrew Simpson will be leaving VCIM, effective today, to pursue opportunities outside the firm.
About the portfolio managers
- Jeffrey Adams, who has overall management responsibilities for the firm and within the portfolio management team at VCIM, brings over 15 years of investment experience to the Funds, including over 10 years as portfolio manager for socially responsible investing mandates.
- Wes Dearborn brings over 10 years of fixed income investing experience, and over five years as portfolio manager.
- Marc Sheard has over 15 years of experience in the financial services industry, including more than eight years of global equity investment management and over two years as a fixed-income analyst.
- Mr. Adams and Mr. Dearborn have been members of the VCIM investment committee since they joined the firm in 2019. Mr. Sheard joins the investment committee effective April 26.
“Our investment process is rooted in a collaborative, team-based approach that seamlessly integrates fundamental financial analysis with a rigorous environmental, social and governance screening process. I am pleased to formally join Marc and Wes in bringing even greater depth and breadth to the management of the Funds. In turn, I want to express our sincere thanks and best wishes to Andrew Simpson, who has been instrumental over the years in helping build VCIM’s unique team-based approach to socially responsible investing.”
- Jeffrey Adams, Director & Portfolio Manager, VCIM
Please see below the portfolio manager teams for the Funds.
*Pending necessary registrations.
Please note that there are no changes to the strategies, investment objectives or risk ratings of the Funds.
Marc, Jeffrey and Wes are welcome additions to these mandates, focused on helping socially and environmentally conscious Canadians align their investments with their personal values. We believe VCIM will continue to be one of the true pioneers of socially responsible investing.
To learn more about our socially responsible investing funds, visit ia.ca
