Sustainable Investing
Sustainable investing offers the opportunity to pursue long-term financial growth while supporting responsible business practices. Explore a growing range of sustainable investment solutions designed to help you work toward your financial goals while ensuring your investments reflect your personal values, priorities, and long-term objectives.
A broader approach to evaluating long-term risks, opportunities, and sustainability-related factors.
What is sustainable investing?
Sustainable investing, often referred to as ESG (Environmental, Social, and Governance) investing, is an investment approach that integrates ESG considerations into the investment research and decision-making process alongside traditional financial analysis. By evaluating both financial performance and sustainability-related factors, investors can gain a more comprehensive view of potential risks and long-term opportunities.
Understanding ESG factors
Environmental, Social, and Governance (ESG) factors play an important role in evaluating how companies operate and respond to evolving business challenges. These considerations can influence long-term performance by highlighting potential risks, identifying growth opportunities, and providing a broader perspective beyond traditional financial measures.
Environmental
Environmental factors assess how responsibly a company manages its impact on the natural environment and uses available resources.
- Air and water pollution
- Biodiversity conservation
- Climate change initiatives and carbon emissions
- Forest protection and deforestation practices
- Energy efficiency
- Waste reduction and management
- Water conservation and scarcity management
Social
Social factors examine how a company builds and maintains relationships with employees, customers, suppliers, and the communities where it operates.
- Community engagement
- Data security and privacy protection
- Diversity, equity, and inclusion
- Employee well-being and engagement
- Human rights practices
- Indigenous inclusion and reconciliation initiatives
- Labour practices and workplace standards
Governance
Governance factors focus on the quality of a company’s leadership, oversight, ethical standards, and accountability to shareholders.
- Audit committee oversight and structure
- Board composition and diversity
- Anti-bribery and anti-corruption policies
- Corporate lobbying practices
- Political donations and contributions
- Whistleblower policies and reporting mechanisms
Sustainable Investment Solutions
Looking to incorporate sustainable investments into your portfolio? Nexyra Fidelity Holdings offers a selection of mutual funds and exchange-traded funds (ETFs) designed for Canadian investors seeking investment solutions that integrate environmental, social, and governance (ESG) considerations while supporting portfolio diversification.
Nexyra Fidelity Holdings Sustainable World ETF Fund
This globally diversified quantitative multi-factor equity strategy primarily invests in companies that demonstrate strong ESG characteristics based on established evaluation methodologies, helping investors pursue long-term growth through sustainable investing principles.
Nexyra Fidelity Holdings Climate Leadership® Funds
A family of climate-focused investment solutions—including equity, fixed income, and balanced portfolios—designed to capture opportunities associated with the global transition toward a lower-carbon economy and sustainable growth.
Nexyra Fidelity Holdings Women’s Leadership Fund
A U.S. equity strategy focused on companies that actively promote women’s leadership, professional development, and advancement throughout their organizations, while seeking long-term investment opportunities.
Benefits of Sustainable Investing
Align Your Investments with Your Values
Sustainable investing incorporates environmental, social, and governance (ESG) considerations into the investment process, allowing investors to pursue their financial goals while supporting companies whose business practices reflect their personal values and long-term priorities.
Strengthen Risk Management
Assessing ESG factors provides a broader perspective on the challenges and risks companies may face beyond traditional financial reporting. This more comprehensive evaluation can help investors identify potential vulnerabilities and make more informed investment decisions.
Identify Long-Term Opportunities
Incorporating ESG analysis alongside conventional financial research can reveal investment opportunities that might otherwise be overlooked. By considering sustainability-related factors, investors may gain additional insights into companies with the potential for resilient, long-term growth.
How Can I Invest Sustainably?
There are several approaches to sustainable investing, each designed to incorporate environmental, social, and governance (ESG) considerations into the investment process. One common method is to evaluate ESG factors alongside traditional financial metrics when assessing companies. Another approach involves screening or excluding companies that do not meet specific ESG standards or sustainability criteria.
Regardless of the strategy used, integrating ESG considerations into investment research can provide a more comprehensive understanding of potential risks and opportunities. This broader perspective may help investors build more resilient portfolios while identifying companies with strong long-term growth potential.
Discover the approaches to sustainable investing →Approaches to sustainable investing
Exclusionary or negative screening
The fund applies rules based on undesirable ESG-related criteria to determine whether an investment is not permitted, including the exclusion of certain types of investments, sectors, or companies from a fund’s portfolio based on certain ESG-related criteria.
Best-in-class or positive screening
The fund applies rules based on desirable ESG-related criteria that determine whether an investment is permitted.
ESG integration
The fund considers ESG-related factors within an investment analysis or decision-making process with the aim of improving risk-adjusted returns.
Thematic investing
The fund selects assets to access specified ESG-related trends.
Impact investing
The fund invests with the intention of generating a positive, measurable social and/or environmental impact alongside a financial return. The aim is to contribute to, or catalyze, environmental or social improvements.
Stewardship or active ownership
The fund uses investor rights and influence (such as proxy voting and shareholder engagement) to protect and enhance overall long-term value for clients and beneficiaries. This includes influencing the activities or behaviour of underlying portfolio companies on ESG-related matters. Active ownership can be used as an additional investment overlay to complement one of the many ESG approaches.
Why invest with Nexyra Fidelity Holdings?
Nexyra Fidelity Holdings Investments Canada ULC is dedicated to providing sustainable investment solutions that help Canadian investors pursue their long-term financial objectives. We believe that in-depth research, disciplined investment processes, and a global perspective are essential to identifying quality investment opportunities and supporting long-term portfolio growth.
Backed by an extensive global research network and experienced investment professionals, we strive to deliver valuable market insights and sustainable investment strategies that enable investors to make informed financial decisions with confidence.
Our sustainable investing strategy
Our primary objective is to create long-term value for clients and stakeholders by pursuing strong, sustainable investment outcomes. Sustainability considerations are integrated into our investment research and decision-making processes, supporting a broad range of investment solutions designed to meet diverse financial needs.
Our sustainable investing framework is built around five key pillars:
ESG Research
Integrating environmental, social, and governance analysis into investment research to better assess long-term risks and opportunities.
Investment Stewardship
Promoting responsible ownership practices through active engagement and thoughtful oversight.
Communication
Providing transparent reporting and meaningful information to help investors better understand our sustainable investing approach.
Sustainable Investment Solutions
Offering a diversified range of investment products that incorporate ESG considerations and responsible investing principles.
Collaboration
Working with industry organizations, research partners, and other stakeholders to support the continued advancement of sustainable investing practices.
Investing in mutual funds may involve commissions, management fees, and other applicable expenses. Before investing, carefully review the relevant prospectus or offering memorandum and consider seeking advice from a qualified financial advisor. Investment funds are not guaranteed, their market value may rise or fall over time, and investors may experience either gains or losses. Past performance should not be considered a reliable indicator of future results.