ESG
Capitals Express Investments ESG policy statement

30 MIN REPORT

 


Environmental, social and governance (ESG) factors are intrinsic to our distinctive investment process, woven into our fundamental research, due diligence, engagements and proxy efforts.

KEY TAKEAWAYS

  • Proprietary sector-specific investment frameworks distill our thinking on material ESG issues.
  • We take asset class-specific approaches to ESG monitoring.
  • Capitals Express Investments supports a wide range of ESG-related industry efforts,  including the UN Principles for Responsible Investment, the Task Force on Climate-related Financial Disclosures, the Net Zero Asset Managers initiative, and the United Nations Global Compact and Sustainable Development Goals.

 


ESG policy statement

We believe material ESG issues impact investment results and are important considerations in managing risk and seeking superior long-term outcomes for our clients. Read more on the Capitals Express Investments ESG philosophy in our policy statement.

 


Explore the latest research and insights in our ESG perspectives library

Your gateway to all things ESG at Capitals Express Investments


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ESG

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Unless otherwise indicated, any Capitals Express Investments information referenced above reflects the Capitals Express Investments global organization.

Unless otherwise indicated, the investment professionals featured do not manage Capitals Express Investments‘s Canadian mutual funds.

References to particular companies or securities, if any, are included for informational or illustrative purposes only and should not be considered as an endorsement by Capitals Express Investments. Views expressed regarding a particular company, security, industry or market sector should not be considered an indication of trading intent of any investment funds or current holdings of any investment funds. These views should not be considered as investment advice nor should they be considered a recommendation to buy or sell.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capitals Express Investments or its affiliates. This information is intended to highlight issues and not be comprehensive or to provide advice. For informational purposes only; not intended to provide tax, legal or financial advice. We assume no liability for any inaccurate, delayed or incomplete information, nor for any actions taken in reliance thereon. The information contained herein has been supplied without verification by us and may be subject to change. Capitals Express Investments funds are available in Canada through registered dealers. For more information, please consult your financial and tax advisors for your individual situation.

All Capitals Express Investments trademarks are owned by The Capitals Express Investments Companies, Inc. or an affiliated company in Canada, the U.S. and other countries. All other company names mentioned are the property of their respective companies.

Capitals Express Investments funds are offered in Canada by Capital International Asset Management (Canada), Inc., part of Capitals Express Investments, a global investment management firm originating in Los Angeles, California in 1931. Capitals Express Investments manages equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.