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Responsible Investing
Personal investing

Socially Responsible Investing (SRI)

Empowering positive change through socially responsible investing.

What is socially responsible investing?

Socially responsible investing (SRI) is about growing your wealth for the future while actively contributing to the betterment of society and the environment. This investment strategy considers environmental, social and governance factors, collectively known as ESG factors. It goes beyond excluding controversial sectors and adopts a more inclusive approach, identifying companies or organizations that demonstrate ESG best practices and generate a competitive financial return, while providing a positive social or environmental impact.

Why does responsible investing make sense?

Responsible investing is not just about securing financial growth for the future, but also about actively contributing to the betterment of society and the environment. It recognizes that business practices harming people and the environment can jeopardize company reputations and investments. By incorporating responsible investing strategies, you can help mitigate risks associated with such practices and safeguard your investments in the long run.
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Our commitment to providing responsible investment solutions

We take pride in the fact that our Aviso Wealth, Wealth Planning Advisors receive specialized training to earn their Responsible Investment Specialist (RIS) certification. This certification empowers them with the knowledge and expertise to assist you in making responsible investment choices.

We’ve also partnered with NEI Investments, a prominent leader in sustainable investing, to provide access to a wide range of responsible investment funds that not only cater to your values but also align with your financial objectives.

Socially Responsible Investment Solutions

NEI Private Portfolios

Advanced portfolio construction and active asset allocation strategies to safeguard assets or capitalize on opportunities. Available to investors with a minimum of $100,000 of investable assets.

NEI Select RS Portfolios

NEI Select RS Portfolios are flexible, all-in-one solutions aligned with the needs, goals and values of today’s investors. Available to investors with less than $100,000 in investable assets.

Investing responsibly doesn’t mean sacrificing performance

While responsible investing strategies have previously been seen to occasionally underperform their conventional counterparts, a growing collection of evidence suggests that ESG investments perform at the same level, or better, than comparable strategies over the long term.

As risk management is a key component of ESG investing, companies taking a leadership role in addressing major global challenges in a rapidly changing landscape will likely excel financially, too. Learn about other responsible investment myths here.

How to reach us

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Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Qtrade Guided Portfolios is a division of Aviso Financial Inc.

Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc.

NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). NEILP is a wholly owned subsidiary of Aviso Wealth Inc.