Skip to content

Put your money where your values are.

If you want to minimize risk and maximize returns while at the same time investing in a way that reflects your values, Adaptive ETF’s fossil fuel free and ESG strategies are excellent options. You get the peace of mind that your money is invested in sectors and companies that are making a positive difference for people and the planet, without exposing you to the volatility that can come from off-the-shelf socially responsible ETF products.

Adaptive ETF Global Fossil Fuel Free Equity Strategy

HOLDS

ETF securities across global developed markets, including large and mid-capitalization companies.

EXCLUDES

Companies that own fossil fuel reserves, defined as proven and probable coal, oil or natural gas used for energy purposes.

INCLUDES

Companies that are primarily engaged in alternative energy, including power derived principally from bio-fuels, wind, solar, hydro and geothermal sources and the various technologies that support the production, use and storage of these power sources.

Adaptive ETF Global Balanced ESG Strategy

HOLDS

ETF securities across global developed markets, including 1- to 5-year Canadian bonds and large and mid-capitalization companies.

EXCLUDES

Companies in such industries as adult entertainment, alcohol and tobacco, weapons, gambling, and nuclear power and those that do not meet certain standards of U.N. global compact principles and certain employment diversity criteria.

INCLUDES

Companies that have positive relative ranking scores across environmental, social and corporate governance (ESG) criteria.

responsible-investing

Adaptive’s strategic advantage

When you create a socially responsible investment portfolio with an Adaptive ETF strategist, you get all the benefits of our Adaptive ETF strategy.

It’s the opposite of a simple, standardized buy-and-hold approach. Your Adaptive strategist will make regular adjustments to your portfolio based on whether the core and satellite ETFs you’re holding are the right ones, given current global macro and microeconomic conditions and your socially responsible investment criteria.

By combining our proven strategy with your values-based choices, we’re looking after both your money and the planet.

Book a free consultation

You might also be interested in

What’s the difference between ESG and SRI?

Socially responsible investing (SRI) and environmental, social and governance (ESG) aren't the same thing. Find out the difference in this article.

What's a good MER fee?

What is an MER? How much is it costing you? What’s considered a “good” MER? And what are 3 strategies to avoid high MER fees? Read the article to find out.

5 more biases that are hurting your ETF investments

Humans use biases to speed up our thinking, but it comes at a cost. Learn 5 biases and how to avoid them when it comes to your investments.

corporate office
Follow Us

© 2024 Bellwether Investment Inc.
Created by Human_Code      Privacy Policy      Term of use      Whistleblower Policy & Complaints