What's the strategy?
The SRI Canadian Equity (GWLIM) portfolio strategy invests primarily in medium- to large-cap Canadian stocks with an emphasis on companies showing accelerating revenue and earnings growth, as well as meeting defined environmental sustainability, social responsibility and corporate governance (ESG) criteria.
It follows a growth-oriented management style that blends top-down macro-analysis with bottom-up fundamental stock research.
Within well-defined risk parameters, the portfolio manager seeks out companies across the market cap spectrum, and will take meaningful positions in specific/select companies when opportunities present. To a limited degree, the portfolio manager can invest in U.S. stocks. All holdings are considered for their environmental sustainability, social responsibility and corporate governance (ESG) performance. As an additional measure, all holdings pass specific exclusionary screening which avoids investment in companies that fall into any of the categories below:
Negative impact on stakeholders (ESG controversies)
Companies with a record of major ESG controversies or incidents in any of the environmental, social and governance areas will be deemed ineligible.
Low rank on ESG risks (Worst-In-Class)
Companies assessed as a severe risk with a low level of preparedness to manage ESG risks, and ranking consistently in the bottom of their peer group (typically in the bottom 25%) will be deemed ineligible.
Companies with direct involvement or meaningful related involvement in alcohol, gambling, military contracting, nuclear power, adult entertainment, recreational cannabis and/or tobacco industries will be deemed ineligible.
Why invest in this portfolio strategy?
Ideal for investors seeking Canadian equity exposure and a meaningful way of ensuring that investment dollars promote a higher level of environmental sustainability, social responsibility and corporate governance, while benefiting from expert investment analysis and the opportunity for strong growth potential over the long-term.
The portfolio is well diversified across sectors and offers a portfolio of companies with higher growth potential than the broad market. Typical portfolio characteristics include higher return on equity and stronger growth momentum than its benchmark, the S&P/TSX Composite Index.
The portfolio has the flexibility to hold U.S. stocks which provides the opportunity to add diversification and seek out attractive opportunities often not available in the Canadian market.
Data for institutional investors
Dylan is the lead manager of the SRI Canadian Equity portfolio, co-manager of the Canadian Resource mandate and assists in portfolio management of GWLIM’s flagship Canadian Equity portfolio. He is also a member of the GLC Global Multi-Asset Strategy team, which oversees all of GLC’s balanced, target-date and target-risk asset allocation fund solutions.
He began his career in investment management and research in 1999 and has worked with the GWLIM portfolio management team since 2007.
Dylan is a CFA charterholder and earned an Honours Bachelor of Business Administration degree from the University of Regina.
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.