Make money. Make a difference.

We actively engage many of the companies we own in our funds.

As Canada’s leader in socially responsible investing (SRI) for 25 years, we have been helping investors make money – and make a difference. Ethical Funds has the largest in-house socially responsible investment team of any mutual fund company in the country. We go beyond simply screening companies – we actively engage many of the companies we own in our funds, encouraging them to adopt more sustainable behavior and lead the way for other corporations. 

A catalyst for change

As pioneers for socially responsible investing, Ethical Funds has been a catalyst for profound change in the way society thinks about investing. Working tirelessly, we have inspired investors to align their investment choices with their goals to build a better world -- while also achieving strong financial returns.

What is socially responsible investing?

Socially responsible investing marries traditional financial analysis with environmental, social and governance (ESG) analysis. Ethical Funds believes companies that combine strong financial performance with environmental, social and governance practices have the greatest potential to improve corporate performance, identify and manage risks and, ultimately deliver better, more sustainable returns

How we choose investments

To deliver consistently strong investment performance, we select world-class portfolio managers for each of our funds. Institutional and pension fund experts of this caliber typically are not available to smaller, individual investors.

The investment selection process starts with established financial analysis techniques. But we don’t stop there. Ethical Funds’ industry-leading environmental, social and governance analysis team then provides its own input. This dual-analysis approach provides an additional level of risk management and helps us choose companies with the greatest potential to deliver consistent returns over time.