What’s the strategy?
The SRI Bond (Portico) portfolio strategy invests primarily in Canadian federal and provincial bonds and high-quality investment-grade corporate debt securities. All holdings pass 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 tobacco or liquor products, weapons, gaming or pornography.
The portfolio manager pursues a consistent, measured and disciplined approach to capture incremental gains through a multi-factor approach to analyzing interest rates, credit markets and yield curves.
The portfolio is highly diversified by sector, term and debt issuers, with moderate variation of the benchmark’s duration.
Why invest in this portfolio strategy?
Ideal for investors seeking Canadian fixed income exposure where socially responsible factors are an important consideration in making investment decisions.
This portfolio offers 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 attractive interest income and long-term capital appreciation.
The SRI Bond (Portico) strategy can offer:
- A focus on capital preservation and a long-term view towards conservative, stable income and capital appreciation
- A purely Canadian bond portfolio
- Active management of credit risk, duration, yield curve and sector positioning to optimize yield opportunities while mitigating risk
- A high-quality portfolio of investment-grade fixed-income holdings
This conservatively managed, highly diversified core fixed-income portfolio is designed to be responsive to changes in interest rates and market risks, while controlling overall risk levels.
Data for institutional investors
Manager, Fixed Income
Natalie is the lead portfolio manager for several of Portico’s specialty fixed-income mandates, including the long-term, ultra-long term and socially responsible bond mandates.
Natalie has a broad range of experience in the Canadian fixed-income field, including responsibilities for strategy formulation, fundamental and technical analysis, and security selection of core Canadian bond, mortgage, money market, focused and specialty bond mandates.
Before Portico Investment Management was established in 2012, Natalie held a key role in cash management administration for the GWL Investment Management team.
Natalie has more than 30 years of industry experience and holds a chartered investment manager (CIM) designation.
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.