Choosing Socially Responsible Investments
Today, many people want the option to make investments in companies that positively impact their communities and the world. Socially responsible investing, or SRI, means making investment decisions based not only on a company's financial strength, but also on its environmental, social, and governance issues. At Meritas, a division of OceanRock Investments Inc., you can choose from a number of individual funds or opt for a diversified portfolio that meets your needs. The Meritas Portfolio Series offers a number of portfolios to suit different investor needs. Each portfolio strategically combines money market, fixed income and equity investments to match specific investor profiles - whether you are income-focused, growth-oriented or somewhere in-between. |
Your assets are managed by respected fund managers with investment strategies that have stood the test of time. Our portfolio manager selection process ensures that we have leading money managers across various investment mandates, with a proven strategic focus, consistent discipline and long-term track record of investing in Canada and around the world. Simply ask your advisor to guide you through our Investor Questionnaire. The results will direct you to the Meritas portfolio that suits your risk tolerance, investment needs and time horizon. |
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