Socially Responsible Investing (SRI):

Doing the Right Thing

Socially responsible investing, also known as sustainable investing, socially conscious or ethical investing, is an investment strategy that seeks to maximize both financial return and social good. In general, socially responsible investors favour corporate practices that promote environmental stewardship, consumer protection, human rights, and diversity.

We take pride in matching each one of our clients with an investment strategy in which they feel secure. When an individual or institution wishes their portfolio to reflect their own socially responsible values, McLean Budden offers funds that aim to provide a strong financial return through socially responsible investments.

While McLean Budden offers pooled SRI funds, the MB Responsible funds also offer customized screening for segregated (individually managed) portfolios.
 

For clients interested in socially responsible investing, The MB Responsible Funds are screened versions of existing pooled funds. The screens exclude:

  • Companies that derive more than 10% of their gross annual revenue from the manufacture and sale of tobacco products, alcoholic beverages, armaments, pornography, or from the provision of gaming facilities.
  • Companies with significant operations and/or suppliers that do not adhere to local employment standards, and do not address the issue.
  • Companies whose negative impact on the environment is greater than the average of their peers.
In addition to its own research, McLean Budden also applies social and environmental research provided to us by Jantzi - Sustainalytics headquartered in Amsterdam and Toronto. 
 
McLean Budden offers four different screened funds to our clients:
 

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