Investments With an Impact
We aim to help create the type of world we’d like to live in: prosperous, diverse and sustainable.
Our Environment, Social and Governance (ESG) funds allow you to invest in ethical, sustainable and corpo- rate government issues. By incorporating ESGs into your holistic financial plan, we can create a thriving today and a better tomorrow.
ESG investments have grown rapidly in the past decade, and are expected to rise significantly over time.
Why Invest?
Aligning Your Values With Investments
Our ESG funds allow you to align your values and beliefs with your investment objectives. By potentially enhancing your long-term returns, you also make a meaningful environment and social impact.
Diversification Potential
The ESG criteria applied during index construction, including the exclusion of fossil fuels, results in a portfolio that is significantly different from the benchmark. ESG funds provide investors with a unique opportunity to diversify their portfolio for a greater good.
The 2030 Agenda for
Sustainable Developments
The Fund invests across 11 impact areas which are aligned with the United Nations Sus- tainable Development Goals (UNSDGs). The goals lie at the heart of the 2030 Agenda, which represents a plan of action for people, planet and prosperity.
| 1m | 3m | 6m | YTD | 1y | SI* | |
|---|---|---|---|---|---|---|
| CI First Asset MSCI World ESG Impact ETF (Unhedged) | 3.24% | 7.10% | 15.33% | 23.19% | 23.19% | 23.5% |
| MSCI World Index (Unhedged) | 4.76% | 8.69% | 15.05% | 13.87% | 13.87% | 18.48% |
Invest in High Impact Areas
Climate Change
- Alternative Energy
- Energy efficiency
- Green buildings
Natural Capital
- Sustainable water
- Pollution prevention
Basic Needs
- Nutrition
- Major disease treatment
- Sanitation
Affordable Real Estate
- Empowerment
- Education
- SME finance
Source : https://www.assante.com/advisors/spurcell/ documents/CIQ42020InvestWithImpactCESG FlyerUpdateINVE_D5_AODA_FIN.pdf
Align your Portfolio with the UNSDGS
The 11 areas in which the fund invests are aligned with the United Nations Sustainable Development Goals (UNSDGs), which lie at the heart of achieving the 2030 Agenda.
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We are a holistic financial advisory firm with a deeply rooted, evidence-based approach to wealth planning and investing.
