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At Professionals’ Financial, our investment philosophy adopted a responsible investment strategy allowing to make a real impact on the society. Initially, SRI stood for Socially Responsible Investing and primarily involved excluding companies that did not meet specific criteria. Investors used “negative screening” to avoid companies with operations, practices or assets that did not align with their social objectives.

However, as the popularity of SRI investing increased, the term broadened to encompass more strategies. According to the report issued by the Responsible Investment Association (RIA), it is estimated that, in Canada, assets under management in socially responsible investing mandates reached 2.13 trillion dollars in 2018.
(1Source: 2018 Canadian RI Trends Report)

Key principles

When selecting or managing investments, the RI or SRI strategy requires that environmental (E), social (S) and governance (G) factors be taken into account. The Financial has chosen to offer its clients investment products that integrate ESG factors into their approach, because they reflect not only its corporate values but also the values of its many clients for whom investing is also making a real difference. 

Socially responsible funds

In collaboration with Mackenzie Investments, Professionals’ Financial is adding to its range of funds three well-known responsible investment products. With these new impact funds, investments are made with specific objectives, in line with our values.

Sustainable, Responsible and Impact Investing



Mackenzie Global Women's Leadership Fund

Mackenzie Global Sustainabilty and Impact Balanced Fund

Mackenzie Global Environmental Equity Fund

Responsible investment from A to Z

Investment Philosophy

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