What’s the strategy?
The SRI Balanced (GLC) portfolio strategy invests in a diversified mix of Canadian and global equities, Canadian bonds and short-term investments. Holdings in each of the underlying portfolios are subject to specific exclusionary screening criteria related to a company’s environmental sustainability, social responsibility and corporate governance (ESG) performance as well as the company’s involvement in certain industries, such as alcohol, gambling, military contracting, nuclear power, adult entertainment, recreational cannabis and/or tobacco industries will be deemed ineligible for the portfolio.
The Global Multi-Asset Strategy team leverages the broad skill set of a multi-disciplinary team to make tactical and strategic moves within asset classes and regional exposures of the portfolio. The portfolio managers identify current risks and opportunities within each asset class, as well as macro trends in economic and market cycles to guide the longer term asset mix positioning.
Active portfolio management allows for asset mix shifts that target a low-to-moderate risk profile. The long-term target asset mix and asset mix ranges of the portfolio are:
- 30% domestic equities (with an ability to move 15% over or under the target),
- 30% foreign equities (with an ability to move 10% over the target or 20% under the target), and
- 40% fixed income securities (with an ability to move 25% over the target or 15% under the target).
Each underlying component of this portfolio is actively managed by the experienced and proven investment professionals within GLC’s respective investment divisions, and the specific expertise of external managers is leveraged for the portfolio’s socially responsible global exposure.
Why invest in this portfolio strategy?
This strategy is ideal for investors seeking a global balanced portfolio with a meaningful way of ensuring investment dollars promote a higher level of environmental sustainability, social responsibility and corporate governance, while benefiting from expert investment analysis.
The portfolio offers exclusionary screening of companies based on ESG considerations and involvement in certain industries such as tobacco, alcoholic beverages, gambling, adult entertainment, military contracting, and nuclear power. The active management approach is designed to offer an opportunity for attractive capital appreciation through meaningful domestic and global exposure, while mitigating volatility through a significant exposure to fixed income securities.
Data for institutional investors
Benchmark source: Copyright®, FTSE is a trade mark of FTSE International Ltd and is used under license. Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”); and TSX® is a registered trademark of TSX. Copyright®, MSCI Inc.
Portfolio attributes and rates of return reflect the portfolio strategy used by the London Life segregated fund shelf.
Past performance is no guarantee of future results.
There is no guarantee that investment objectives, or risk or return targets discussed in this material will be achieved. No part of this material may be reproduced or redistributed in any form without express written permission of GLC Asset Management Group Ltd. The data provided is for information purposes only. This material is not intended to be read in isolation and may not provide a full explanation of all the topics that are presented and discussed. Information contained in this material has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. Furthermore, there can be no assurance that any trends described in this material will continue or that forecasts will occur; economic and market conditions change frequently. This material should not be considered a recommendation or offer to purchase or sell any particular investment.