SRI

Mitigating risk through SRI

Mary Jane McQuillen has been described as a rock star in the world of socially responsible investing. The New York City-based fund manager heads up the ESG (environmental, social and governance) division of Clearbridge Advisors, which was recently appointed to sub-advise the Meritas U.S. Equity Fund. McQuillen was in Victoria this week, speaking at the […]

By Doug Watt |June 24, 2011

3 min read

SRI focus can build your business

Transitioning your practice to SRI can be a painless process, according to one advisor who made the move successfully. Gail Taylor of Gail Taylor and Associates at CIBC Wood Gundy in Edmonton has a $100 million SRI book and more than 100 clients. Speaking at the Canadian Responsible Investment Conference in Victoria this week, Taylor […]

By Doug Watt |June 23, 2011

3 min read

SRI assets managed to weather storm

Socially responsible assets in Canada dropped roughly 8%, to $531 billion as of June 30, 2010, compared with $579 billion in 2008, according to the biennial SRI review, released today by the Social Investment Organization. However, SRI still represents about one-fifth of total Canadian assets under management, about the same level as 2008. “SRI has […]

By Doug Watt |May 5, 2011

4 min read

AGF seeks Acuity fund mergers

AGF Investments has called special investor meetings to seek approval for mergers between the core AGF funds and overlapping Acuity funds. AGF sealed the Acuity purchase in February, and there was some speculation that the SRI-focused Acuity might disappear within the larger firm. So far, that does not seem to be the case. “The majority […]

By Staff |April 13, 2011

2 min read