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Socially Responsible Investing

How does Socially Responsible Investing work?

We want to help you connect your values with your finances. One way we do that is by offering socially responsible mutual funds. Socially responsible investments (SRI) use wealth to build a more economically, socially, and environmentally sustainable world. SRI is known by many names such as green, ethical, or responsible investing, it engages with environmental, social, and governance (ESG) analysis, and can include impact investing. More Canadian investors are choosing SRI for their portfolios and it’s one of the fastest growing segments in the financial services industry. In 2016, Kindred became the first financial institution in Canada to have all our GICs validated as SRI.

Our Wealth and Investment Team partners with QAM and QA to offer socially responsible mutual funds from NEI Investments and IA Clarington Investments, both of which apply screening processes to their SRI offerings. We also offer SRI mutual funds with an ESG focus from leading companies including CI Investments, AGF, Franklin Templeton, Mackenzie, and Fidelity Investments.

What makes an investment socially responsible? An investment can be considered socially responsible based on the nature of the business the company conducts. Screening is a filtering process based on social and environmental criteria that are used to identify if an investment can be deemed socially responsible. Negative screens strive to limit investing in companies that engage in practices such as gambling, military weapons, nuclear power, and pornography. Positive screens evaluate companies based on the good they do and strive to include those that engage in practices that support, for example, animal welfare, human rights, and the environment. Shareholder advocacy is another aspect of SRI, which allows investors to have a say in the companies they invest in.

Also referred to as Green, Ethical, Sustainable or just Responsible investing, SRI involves the integration of environmental, social and governance (ESG) factors into the selection and management of investments. The objective is to do good things with your money, and to use wealth to build a more economically, socially, and environmentally sustainable world.

To ensure that your money is invested in companies that fit your values, a rigorous review process takes place. All Kindred GICs are validated as socially responsible, a first in Canada!

We support businesses that care about…

The Environment

Human Rights



Animal Welfare

We exclude businesses that are involved in the production of…

Alcoholic Beverages




Military and Weapons


Nuclear Power

NEI Investments, a leading provider of mutual funds and investment portfolios, offers Canada’s largest and most diversified range of SRI solutions.

Meet with a member 

of our Wealth and Investment Team for investing advice with values at the core. We can tell you more about socially responsible investing with Kindred and help with your financial plan today.

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