Genus Capital Management provides Canadian investors with solutions that help them align their values with their financial goals. Genus provides sustainable investing solutions for corporate and institutional investors, foundations, family offices and individual accredited investors. Genus has been managing client portfolios since 1989, with a focus on sustainable investing since 1993.

Genus has been a B Corporation since 2017 and has earned an overall score of 121.2, compared to the median score of 50.9. The company is also a signatory of the United Nations’ Principles for Responsible Investment (PRI) and have committed to the six principles of Responsible Investment. Genus is also a member of the Responsible Investment Association, an associate member of the Shareholder Association for Research and Education, and a signatory to the Montreal Carbon Pledge and the Carbon Disclosure Project.

In 2013, Genus created Genus Fossil Free™ to better align the values of clients with their investments and help address some pressing socioeconomic and environmental challenges. Genus is at the forefront of Canada’s Divest-Invest movement with a complete suite of fossil fuel free funds tailored to meet the needs of investors who wish to invest in a sustainable, clean energy future. Genus was also the first investment firm (in Canada) to integrate Net Impact Score™ across client portfolios.

Genus uses the United Nations Sustainable Development Goals (SDGs) to help clients determine and articulate their investment objectives. The company also includes the SDG framework in client investment policy statements and have developed an SDG reporting framework. Clients have the capacity to screen out industries or companies that do not align with their personal/organisational values and Genus integrates environmental, social, and governance (ESG) screening into their investments.

Genus have also launched one of Canada’s first impact investment counsel services, by partnering with SVX(an impact investment platform), to activate more assets for impact investing.

To build a better future.

Genus is a for-profit investing firm. The returns of Genus Capital Management’s Funds predominantly derive from interest and capital appreciation on the securities held in each respective Fund’s portfolio. Specific information for each Fund managed by Genus can be found here.