Impact

A unique approach that invests in the future.

At Vancity, we live by a philosophy of change-making for the better, so instead of judging a company solely on their financial capabilities, our futuristic approach looks at responsible and progressive companies that are better managed, which in turn enhances their resilience, competitiveness, and growth potential.
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What does this mean for you? It means better long-term potential for gains and risk mitigation.

Addressing risk

Navigating a world of evolving environmental risk, increased social expectations, and changing shareholder demands is no walk in the park. But together, we can make it easier.

By integrating in-depth financial analysis like historical valuations and detailed projections based on traditional valuation metrics with in-depth ESG (Environmental, Social and Governance) analysis, such as how the company treats its people, how sustainably it sources its raw materials and so on, we limit risk and build a concentrated but diversified portfolio of selective, high-conviction companies.

Embedding values

Securities for the portfolio are selected based on their share price, valuation and fundamental merits as a company and it’s ability to balance the interest of different stakeholders, customers, employees, shareholders, and the community in seven key areas that are:

Corporate governance and citizenship
Environmental leadership
Employee relations
Diversity
Community relations
Human rights
Sustainable products

Companies with revenues generated from products or processes that we consider unsustainable, including tobacco, nuclear power, military armaments, adult entertaining, and gambling are screened out.

Actioning on change

Socially responsible investing means more than simply choosing the right investments. Once companies are selected, we continue to actively monitor its environmental, social, and governance (ESG) progress and use our rights as shareholders to engage with company management through:

Direct dialogue with company leaders and board of directors
Shareholder proposals
Proxy voting (Download Guidelines)

We also monitor the companies to ensure that they continue to support the progressive social values that we and our investors support. For example, engaging directly with banks and insurance companies to address Living Wage commitments.

Profits for you that are profitable for the planet too.

With socially responsible investments, you don’t have to choose between good returns and supporting worthwhile causes. You can make investment decisions that align with your values while also reducing financial risk and achieving stronger long-term financial performance.

80% of BC residents say they have either invested in SRI or are interested in doing so.¹

47% of BC residents would move their money out of an investment in an unethical company.¹

Companies showing strong commitment to sustainability outperform traditional investments.²