We define sustainable investing as the process of considering relevant ESG-related factors in the investment management process aiming to enhance shareholder value while considering a broader impact on society.
As active managers, we consider ESG factors in our approach, engage in deep proprietary research and employ a thorough approach to risks and opportunities with dedicated support from our ESG Investment Committee. Our products span traditional mandates with risk and return investment objectives where ESG factors are not a primary focus, but are considered when deemed material, through the lens of how they could impact risk and return, to ESG-focused mandates that incorporate specific ESG considerations into the investment objectives alongside risk and reward.
Our investment teams use proprietary fundamental research along with various external data sources to formulate an independent assessment of ESG-related factors. We do not rely on third-party ESG research, and ESG scores from external sources are just one input into our rigorous research process.
Meetings and direct engagement between our investment professionals and the entities in which they invest provides the opportunity to communicate views and concerns to management, while also fostering a deeper understanding of specific companies and issues. As active managers, we analyze and push for more regular disclosure from issuers.
Proxy voting is an important part of our best practices when managing our client's assets, and an essential component of the investment process. Our formal proxy voting guidelines ensure that all proxies, including those concerning ESG-related matters, are considered in a manner consistent with the best interests of our clients.
Proxy Voting Guidelines
1832 Asset Management L.P. has a dedicated ESG Investment Committee that provides oversight and guidance on all our ESG initiatives.
Signatory to the United Nations-supported
Principles for Responsible Investment and
regularly submits transparency reports to the
agency.
Member in good standing of the Responsible Investment Association, Canada’s membership association for responsible investing.
Proud founding participant of Climate Engagement Canada, a finance-led initiative
that drives dialogue between the financial
community and corporate issuers to promote a
just transition to a net zero economy.
Proud member of CDP, a not-for-profit that runs
a global disclosure system for investors,
companies, cities, states and regions to manage
their environmental impacts.
Proud member of the Canadian Coalition for Good Governance (CCGG) and serves on the
group’s Environmental and Social Committee.
This fund seeks to deliver long-term capital growth from an actively managed and diversified portfolio of equities of companies located or doing business primarily in North America that are categorized as leaders, enablers or have an improving story within the sustainable landscape.
This fund seeks to provide income and the potential for capital appreciation from an actively managed and diversified portfolio of primarily North American investment grade fixed income securities.
Exclusively focused on established companies with proven technologies and solid prospects for organic growth, Dynamic Energy Evolution Fund is committed to finding and investing in the renewable energy leaders of today and the innovators of tomorrow. Given the strong investor demand for and economic viability of renewable energy, now is the time.
An independent financial advisor can help determine your goals and develop a process that is specific to your individual needs.
At Dynamic, we believe in the power of professional advice. Regardless of your circumstances, a financial advisor can help you reach your financial goals and work toward building enough wealth to sustain a comfortable retirement.
Here are some useful websites that may help you find or research an advisor that is in your area.
Find a list of organizations that are registered as a CIRO Dealer Member.
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Find a list of organizations that are registered as an CIRO Dealer Member.
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Learn more about investment management firms that are part of PMAC.
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Dynamic Active ETFs and Series F Mutual Funds are available during regular trading hours through your self-directed investing account.
Time is money. The earlier you can start saving and investing, the better.
You can buy Dynamic Active ETFs and Series F mutual funds during regular trading hours through your self-directed investing account and create a custom portfolio that best suits your investment needs.
If you are new to investing, below are links to some of the self-directed brokerage firms available in Canada. By clicking any of the links below, you will be leaving dynamic.ca.
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1 ESG factors are not determinative of portfolio holdings unless a fund incorporates ESG considerations into its investment objectives or primary investment strategies (is an ESG Fund). Passively managed funds (such as index trackers) that are not ESG Funds do not consider ESG factors except with respect to proxy voting when it is in the best interests of the fund.
Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed their values change frequently, and past performance may not be repeated.
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