Empire Life Global Sustainable
Equity GIF Webinar:
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Sustainable investing made simple
The new Empire Life Global Sustainable Equity GIF is one of the few segregated funds focused on sustainability. The fund invests in global companies that we believe exhibit superior Environmental, Social, and Governance (ESG) characteristics1 and a management approach that is focused on quality.
What is sustainable investing?
An investment approach that incorporates ESG factors into the investment process. Read about Empire Life's ESG philosophy.
Client demand and interest for sustainable investing is strong2
Morningstar Sustainability RatingTM out of 7,756 Global Equity funds as of 31-08-22. Based on 100% of AUM. Data is based on long positions only.
The Empire Life Global Sustainable Equity GIF has received a 5 Globe Morningstar Sustainability RatingTM. That’s their highest rating, and means that the fund is in the best 10% of lowest ESG risk.1
The Rating is intended to measure how well the issuing companies of the securities within a fund’s portfolio holdings are managing their financially material ESG risks, relative to the fund’s Morningstar Global Category peers.
From The Desk Of: Sustainable Investing @ Empire Life
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Start a conversation with our client friendly flyer!
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Fund Manager Q&A featuring Ashley Misquitta and David Mann
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Are all sustainable investing approaches the same? Get the latest insight what we believe are most misunderstood issues. |
Why are more investors considering sustainable investing? Read more to understand the key drivers of interest among investors. |
We take a comprehensive approach toward managing client assets, including the integration of ESG criteria into our investment processes. |
Why invest?
High quality, high conviction
Corporate responsibility and taking a sustainable approach to business is a hallmark of quality. Giving investors greater confidence of the underlying stability and return potential of the fund’s holdings.
Broad global perspective
With a focus on global equity, the fund can better diversify across sectors and regions providing clients a greater potential for capital preservation and long-term performance relative to the category.
Sustainability focused
Focusing on companies that demonstrate sustainable business practices has the potential to reduce risk and enhance long-term portfolio returns.
Let’s take a closer look at these three points to see how the Empire Life Global Sustainable Equity GIF can help you meet your investment–and personal–goals.
Taking a sustainable approach without sacrificing growth potential
The addition of a Global Sustainable mandate (as represented by the Morningstar Global Market Sustainability Index) to an existing global portfolio (as represented by the MSCI World Index) can be beneficial from a risk-return standpoint. The Global Sustainable mandate delivered similar returns, with substantially less risk over a five-year period.
Source: Morningstar Research Inc., 5yr December 1, 2016-November 30, 2021, in Canadian dollar returns. MSCI World Index www.msci.com.
Sustainability and diversification
A focus on sustainability may provide investors with a greater potential for capital preservation and long term performance relative to industry peers. The Morningstar Global Market Sustainability Index (shown below) provides Empire Life Global Sustainable Equity GIF the necessary building blocks to provide investors the broad regional and sectoral diversification they need to assist in achieving their financial goals.
Source: Morningstar Research Inc., November 30, 2021. For illustrative purposes only. The above graph does not reflect the asset allocation for Empire Life Global Sustainable Equity GIF.
A sustainably focused investment approach
Securities are primarily selected from Morningstar Global Market Sustainability Index-a universe of approximately 1,600 global companies with demonstrated enhanced management of Environment, Social and Governance (ESG) factors.
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Consistent with our bottom-up investment approach, the fund invests in businesses with a strong fundamental outlook
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The fund aims to exhibit better ESG characteristics1 than other Empire Life global equity funds by including businesses with favourable sustainability dynamics
The Empire Life Global Sustainable Equity GIF is offered in our Guaranteed Investment Fund policies. Here are some GIF highlights:
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Choice of death benefit and maturity guarantees with 75/75, 75/100 and 100/100 - all offer:
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Automatic annual death benefit resets to age 80
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Potential for higher growth with up to 100% equity exposure available
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100% death benefit guarantee on deposits made to age 90 on 75/100 & 100/100 series
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Diversified investment choices ranging from fixed income to 100% equity, including our tactically managed Emblem GIF Portfolios and Multi-Strategy GIFs
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GIF Preferred Pricing starting at $250,000 per household
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Purchase options of Front End, No Load and Fee For Service
Learn more about all our global funds
Global Balanced Funds:
Empire Life Global Asset Allocation GIF
Empire Life Global Balanced GIF
Global Equity Funds:
Empire Life American Value GIF3
Empire Life Global Dividend Growth GIF3
Empire Life Global Equity GIF3
Empire Life Global Smaller Companies GIF3
Empire Life International Equity GIF3
Empire Life Multi-Strategy Global Equity GIF
Empire Life Multi-Strategy Global Growth GIF
Empire Life Multi-Strategy US Equity GIF
Global Portfolio Funds:
Empire Life Emblem Global Conservative Portfolio GIF
Empire Life Emblem Global Balanced Portfolio GIF
Empire Life Emblem Global Moderate Growth Portfolio GIF
Empire Life Emblem Global Aggressive Growth Portfolio GIF
Empire Life Multi-Strategy Global Conservative Portfolio GIF
Empire Life Multi-Strategy Global Balanced Portfolio GIF
Empire Life Multi-Strategy Global Moderate Growth Portfolio GIF