Celebrating 25 years of investing to make a difference

A personal message from Bob Walker, Vice President Ethical Funds & ESG Services and John Kearns, CEO, NEI Investments.

When it launched in 1986, the Ethical Growth Fund was the first and only socially responsible investment (SRI) fund in Canada. Twenty five years later, we have a comprehensive line up of funds to meet all your investment needs. We’ve come a long way and we’re proud of what we’ve accomplished – for investors and for the world around us.

Today, Ethical Funds boasts the largest in-house team of socially responsible investment specialists of any mutual fund in Canada and leads the way with the most comprehensive environmental, social and governance program of any investment firm in the country.

A history of leading the way

Some of our most memorable firsts include:

• Founding member of the Social Investment Organization (1989)
• First mutual fund company to file shareholder resolutions on social and environmental issues (2000)
• First mutual fund company to disclose proxy voting guidelines (2000) and publish proxy votes (2002)
• First financial institution to endorse the Canadian Boreal Initiative (2005)
• Founding member of the Carbon Disclosure Project (2007)

Ethical Funds is also a multi-time Canadian Investment Award winner in the socially responsible investment category.

A future filled with promise

With the most comprehensive corporate engagement program in Canada, we work directly with companies to encourage them to make positive changes that benefit the environment, their communities, their employees and, ultimately, their shareholders. We believe that, in the long run, socially responsible companies are better investments for you, our clients.

We invite you to explore our website and discover how, with the right investment choices, you can make money and make a difference.

Bob Walker, Vice President Ethical Funds & ESG Services

John Kearns, CEO, NEI Investments