The Case for Sustainable Investing
Sustainable investing offers more than just financial returns — it represents a growing opportunity you do not want to overlook. By choosing sustainable investment funds, you can work toward your financial goals while ensuring your portfolio reflects the values and principles that matter most to you.
Understanding Sustainable Investing
Often referred to as ESG investing, sustainable investing is an investment approach that weaves environmental, social, and governance (ESG) considerations into the research and evaluation process — working alongside traditional financial analysis to provide a more complete picture of a company’s long-term prospects.
Understanding ESG factors
ESG factors are important drivers of change and can affect the environment in which companies operate, creating both risks and opportunities.
Environmental Factors
Social Factors
Governance Factors
Explore Our Sustainable Investment Options
Ready to incorporate sustainable investments into your portfolio? Nexyra Fidelity Holdings offers a carefully curated selection of mutual funds and ETFs tailored for Canadian investors who want to diversify their holdings with ESG-focused products that align with their values.
Nexyra Fidelity Holdings Sustainable World ETF Fund
This fund employs a global quantitative multi-factor equity strategy, concentrating its investments in companies that demonstrate strong ESG characteristics as defined by MSCI standards.
Sustainable investing methodology:
- Full integration of ESG criteria into the investment process
- Best-in-class screening to identify top ESG performers within each sector
- Exclusionary screening to filter out companies that do not meet established ESG thresholds
Nexyra Fidelity Holdings Climate Leadership® Funds
This comprehensive suite of climate-focused funds — spanning equity, fixed income, and balanced strategies — is purpose-built to help investors capitalize on the opportunities emerging from the world’s ongoing shift toward a low-carbon economy.
Sustainable investing methodology:
- Exclusionary screening to eliminate holdings that conflict with climate-focused principles
- Full integration of ESG factors throughout the investment research and decision-making process
- Thematic investing targeting companies and sectors driving the global clean energy transition
Nexyra Fidelity Holdings Women’s Leadership Fund
This fund takes a focused U.S. equity approach, directing investments primarily toward companies that demonstrate a genuine commitment to advancing women into leadership roles and fostering their professional development at all levels of the organization.
Sustainable investing methodology:
- Integration of ESG factors to evaluate corporate commitment to gender equity and inclusion
- Thematic investing centered on businesses championing women’s empowerment and leadership advancement
Why Sustainable Investing Makes Sense
Put Your Money Where Your Values Are
Sustainable investment strategies evaluate companies through an environmental, social, and governance lens, empowering investors to build portfolios that are not only financially sound but also genuinely reflective of their personal beliefs and principles.
A Smarter Approach to Risk
Assessing ESG factors provides a more comprehensive view of the challenges and vulnerabilities a company may face — surfacing potential risks that traditional financial statements alone may fail to reveal, and helping investors make more informed, well-rounded decisions.
Discover Hidden Opportunities
Incorporating ESG analysis into the investment process can bring to light promising opportunities that conventional financial research might overlook, offering the potential to strengthen long-term portfolio performance in ways that go beyond standard metrics.
Getting Started with Sustainable Investing
Sustainable investing can take many forms depending on your goals and preferences. One common approach involves assessing ESG factors alongside traditional financial metrics when evaluating potential investments. Another strategy focuses on excluding companies that fall short of defined ESG standards or criteria. Regardless of the method you choose, a growing body of evidence suggests that weaving ESG considerations into the investment process can be an effective way to manage risk and uncover opportunities that might otherwise go unnoticed.
Approaches to sustainable investing
The fund applies rules based on undesirable ESG-related criteria to determine whether an investment is not permitted, including the exclusion of certain types of investments, sectors, or companies from a fund’s portfolio based on certain ESG-related criteria.
The fund applies rules based on desirable ESG-related criteria that determine whether an investment is permitted.
The fund considers ESG-related factors within an investment analysis or decision-making process with the aim of improving risk-adjusted returns.
The fund selects assets to access specified ESG-related trends.
The fund invests with the intention of generating a positive, measurable social and/or environmental impact alongside a financial return. The aim is to contribute to, or catalyze, environmental or social improvements.
The fund uses investor rights and influence (such as proxy voting and shareholder engagement) to protect and enhance overall long-term value for clients and beneficiaries. This includes influencing the activities or behaviour of underlying portfolio companies on ESG-related matters. Active ownership can be used as an additional investment overlay to complement one of the many ESG approaches.
The Nexyra Fidelity Holdings Advantage
At Nexyra Fidelity Holdings Investments Canada ULC, our commitment to sustainable investing goes hand in hand with our dedication to helping clients reach their financial aspirations. We firmly believe that rigorous, high-quality research is the foundation of consistent long-term performance. Backed by a powerful global research platform, we are confident in our ability to generate the intelligent, forward-looking insights that translate into meaningful investment opportunities for Canadian investors.
How We Approach Sustainable Investing
As a dedicated investment firm, our foremost responsibility is to create lasting value for our clients and stakeholders by pursuing strong, sustainable returns. We are deeply committed to embedding sustainability considerations throughout our investment research process and to continuously expanding our range of responsible investment product offerings.
Our approach is built around five core pillars:
- In-depth ESG research to inform every investment decision
- Active investment stewardship to advocate for responsible corporate practices
- Open and transparent communication with clients and stakeholders
- A diverse lineup of sustainable investment solutions tailored to varying needs
- Ongoing collaboration with industry partners to advance sustainable finance
Investing in funds may involve various costs, including commissions, trailing commissions, management fees, and administrative expenses. Before making any investment decisions, investors are urged to thoroughly review the applicable fund prospectus or offering memorandum and obtain advice from a registered financial advisor. It is important to understand that fund values are not guaranteed, change on a continual basis, and may result in either a gain or a loss for the investor. Returns generated in the past should not be interpreted as a guarantee of future outcomes.
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The content and products featured on this website are intended exclusively for residents of Canada. Mutual funds and ETFs sponsored by Nexyra Fidelity Holdings Investments Canada ULC are approved and qualified for sale only within the provinces and territories of Canada.
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