SRI = Sustainable, Responsible and Impact Investing

Today, Mackenzie Investments identifies SRI as “Sustainable, Responsible and Impact Investing”. In general, sustainable responsible and impact investing includes considering environmental, social and governance ( ESG) factors when making investment decisions. So when portfolio managers analyze a company’s financials to find value, they also examine the company’s environmental record, sociallyresponsible practices and corporate governance. For example, is the company trying to reduce its carbon footprint? Does its supply chain create products with integrity? Does the company promote gender and ethnic diversity in its executive leadership? The analysis can also focus on specified themes – such as clean energy – and then the investment approach may select companies accordingly, such as based on the quality of their clean energy policies. While Sustainable, Responsible and Impact Investing strategies all incorporate ESG factors in one fashion or another, there is in fact a wide range of ways to do so. Investment companies that offer responsible investment products consider a number of possible approaches, including: