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Socially Responsible Investing

Now more than ever, more and more Canadians are embracing socially responsible investing to align with their values—with their social and environmental practices and beliefs.

Aviso Wealth and SRI Investments

Socially responsible investing (SRI), also known as ethical investing, makes a difference and helps bring about positive change in the world.

Our partner, Aviso Wealth, offers SRI mutual funds* from multiple mutual fund companies that employ a number of proven SRI investment strategies: 

  • ESG analysis (the process of considering environmental, social and governance factors when selecting investments); 
  • shareholder engagement and action; 
  • sustainable shared value creation; 
  • negative screening; and
  • community investing. 

Aviso Wealth offers members a heavily-vetted portfolio of socially responsible investment vehicles and products that are in harmony both financially and ethically, together with a deep understanding of the markets.

Your Aviso Wealth advisor would recommend socially responsible mutual funds based on their financial performance and your risk tolerance and investment goals. 

Their goal is to help you do good with your money and just as importantly, doing no harm.

 

Other socially responsible investment products include:

The Jubilee Fund

The Jubilee Fund is an ethical investment fund established to provide loan guarantees to not-for-profit organizations, co-operatives and social enterprises to initiate or complete community based projects that reduce poverty. Its projects typically contribute to community needs and priorities like daycares, affordable housing, small business opportunities and worker co-ops.

Term Deposits

When you invest in an ACU term deposit, your money is reinvested right here at home, helping other ACU members and spinning off benefits to the whole community—buying and renovating homes; starting businesses that create local jobs; getting an education and launching new careers. Funds are also used to create affordable housing for Manitobans on low incomes and other initiatives that improve the quality of life for members and the communities we all love.

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*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.

Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.