Ideas & Insights Our Advisors Our Teams Resources White Papers eBook Market Statistics Model Portfolios Important Documents Recommended Readings Calculators What We Do Who We Are Our Story Our Board Members Management Team Governance & Internal Controls Compliance Safe-Keeping your Assets World Class Partners Research Department Perspective Newsletter Careers Contact Us Personal Wealth Responsible Investing: Putting Your Money Where Your Values Are Download this Document Published: 2019-05-3 A growing number of Canadians want the way they invest their money to align with their personal values. They want to know the companies they invest in pay attention to the impact they have on the environment and their employees and communities, and that they are making decisions in an ethical manner. The result has been a rapid increase in the importance of responsible investing for both institutional investors, such as pension funds, and individuals saving for their retirement. They are part of a worldwide movement. Globally, there is US$23 trillion of assets being professionally managed under responsible investment strategies, according to the Global Sustainable Investment Alliance. However, many people who are considering moving their savings into responsible investments—and even many who have already done so—have questions about this style of investing. What makes an investment responsible? How can I be sure my investments truly reflect my values? Does responsible investing make a difference? Do I have to give up returns? Can I maintain an adequately diversified portfolio and control my risk? At PWL, we have long championed an evidence-based approach to investing, relying on scientifically proven principles to build portfolios that capture maximum risk-adjusted returns. In recent years, we have added the concept of values-based investing, while still ensuring all our portfolios remain anchored on sound evidence-based principles. Download this Document Contributors Raymond Kerzérho ,CFA, Director of Research Raymond contributes to PWL with his thirty years of experience in investment strategy and fixed income portfolio management. Anthony Layton ,MBA, CIM®, Chairman of the Board, Portfolio Manager Tony is a founding partner, Chairman of the Board and Portfolio Manager at PWL in Montreal with over 35 years of experience helping clients achieve their financial goals. He is a firm believer that conflict-free advice is the only way to properly serve Canadian investors. Peter Guay ,MBA, CFA, Portfolio Manager Peter joined PWL Capital in 2004 to learn the business from the ground up. 14 years, many designations and an MBA later, Peter is now a Partner, Portfolio Manager and Financial Planner in the Layton-Guay Team. IIROC AdvisorReport Ideas & Insights Our Advisors Our Teams Resources All Resources White Papers eBook Market Statistics Important Documents Model Portfolios Recommended Readings Calculators Checklists What We Do Who We Are Our Story Our Board Members Management Team Governance & Internal Controls Compliance World Class Partners Research Department Contact Us Client Login FR
Raymond Kerzérho ,CFA, Director of Research Raymond contributes to PWL with his thirty years of experience in investment strategy and fixed income portfolio management.
Anthony Layton ,MBA, CIM®, Chairman of the Board, Portfolio Manager Tony is a founding partner, Chairman of the Board and Portfolio Manager at PWL in Montreal with over 35 years of experience helping clients achieve their financial goals. He is a firm believer that conflict-free advice is the only way to properly serve Canadian investors.
Peter Guay ,MBA, CFA, Portfolio Manager Peter joined PWL Capital in 2004 to learn the business from the ground up. 14 years, many designations and an MBA later, Peter is now a Partner, Portfolio Manager and Financial Planner in the Layton-Guay Team.