Valley First

Socially Responsible Investing

There are many decisions and choices to be made when it comes to investing. Socially responsible investing (SRI) with Meritas SRI Funds, is the choice for those Canadians who seek competitive returns and also care about how the companies they invest in conduct themselves and impact communities.

Socially Responsible Investing

Do well, doing good

SRI is an opportunity to achieve your financial goals while making a positive impact on people, on companies and on the environment.

Doing well

Once considered a niche market, socially responsible investment now accounts for more than $600 billion, or over 20 percent, of the investable assets in Canada. This can be attributed to SRI’s ability to not only make a difference in the world but to also generate returns in line with traditional investment while controlling risk.

By choosing socially responsible investments, you are not sacrificing financial returns. You are just choosing to do well while you are doing good.

Doing good

By investing with Meritas SRI Funds from OceanRock, you are choosing to support:

  • Improving environmental practices within companies
  • Promoting gender and cultural diversity of corporate boards
  • Improving conditions for factory workers
  • Giving investors a say on executive compensation
  • Building self-reliance in developing nations through providing small loans to entrepreneurs
  • Encouraging companies to support fair trade through their supply chain
  • Upholding respect for the basic human rights of all people to live free of fear, violence, intimidation and discrimination.

How SRI Works

Choosing Socially Responsible Investments

Socially responsible investing is the process of making investment decisions using traditional financial analysis while also evaluating performance on environmental, social and governance factors.

The OceanRock approach to SRI involves three core elements:

  1. Screening
    Selecting responsible, well-performing companies to invest in, using some of the most comprehensive screening criteria.

  2. Shareholder Engagement
    Working directly with the companies we invest in to effect positive, measureable change towards improved environmental, social and governance practices.

  3. Community Development Investments (CDI)
    Impacting people and the environment by investing in programs that earn financial returns while achieving positive and lasting social and/or environmental impacts.

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Existing Account

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By Phone

If you’d like to call us, here is a complete list of our branch and insurance office numbers.

Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Qtrade Asset Management Inc. OceanRock Investments Inc. (“OceanRock”) is the trustee, manager, portfolio advisor and promoter of Meritas SRI Funds and OceanRock Mutual Funds. QSI, QAM and OceanRock are all wholly owned subsidiaries of Aviso Wealth. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.