Socially responsible investing (SRI) means considering a company’s social or environmental impact, as well as its financial performance, when you are making your investment decisions. It’s a way to invest in your financial future while making a positive difference by supporting responsible companies.

As a company guided by corporate social responsibility, providing SRI options is important to us. So important in fact, that we have a dedicated SRI Specialist on staff, and we have investment professionals who are well-versed in SRI principles and investment opportunities. They help members match their personal values with the appropriate SRI mutual funds. As a result, investors receive the benefits of a triple bottom line — social returns, environmental returns and financial returns.

Socially responsible investing has been shown to yield positive financial returns. The Corporate Social and Financial Performance: A Meta Analysis study from Australia looked at 33,678 companies worldwide. It found that there was a strong link between financial performance and companies that embraced CSR. Here’s how one couple found a way to match their investment decisions with what’s important to them.

Assiniboine offers many ways to make socially responsible investments:

• Choose from our growing number of SRI Mutual Funds.
• Invest directly in ACU Guaranteed Investment Certificates.
• Put your money where your community is by investing in Jubilee Investment Certificates which offer financial returns combined with high levels of social return and personal satisfaction.

Not all SRI mutual funds* implement all approaches so it’s important to talk to one of our Credential Asset Management Inc. Mutual Funds Investment Specialists to see which approaches best suit your passions and priorities.

*Mutual funds are offered through Credential Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently, and past performance may not be repeated. ®Credential is a registered mark owned by Credential Financial Inc. and is used under licence.