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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Blue Heron Advisory Group

  • Home
  • About us
    • Our team
    • Testimonials
  • Services
    • Our solutions
    • Sustainable investing
    • Why AMA
    • AMA Commentary
    • AMA Performance
  • Market insights
  • Community
  • Contact us

Sustainable investing

Address 730 View Street 9th Floor Victoria BC, V8W 1J8
Telephone Number (250) 361-2284
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Sustainable Investing

We believe investors should not have to sacrifice their core values to meet their financial goals, so we created the Blue Heron Portfolios to offer Socially Responsible Investing (SRI) for our clients.

The flexibility of the AMA discretionary managed portfolio system has allowed us to be innovative in our thinking and launch these portfolios that focus on sustainable investing. In a dynamic, interconnected world, there is no "simply getting rid of stocks, bonds or investment funds that are unethical or morally ambiguous," We developed tough screening criteria – our Blue Heron Investment Principles – which constitute a methodology to remove subjectivity from our Environmental Social and Governance (ESG) screening and create a reasonable, objective, and repeatable means to identify better companies and build better portfolios.

Our diversified, blue-chip, sustainable portfolios are distinct from more traditional SRIs. For example, we don't just screen out companies that produce cluster bombs or genetically modified organisms (GMOs). We screen in companies that, for example, invest in the wellbeing of their employees or protect biodiversity. Our positive screening allows your core portfolio to be invested in only the most committed, innovative and sustainable companies. We did not divest from fossil fuel extractors - our tough ESG screening process left almost none to own. Faced with the results of our screening, we surmised that this mass exclusion indicated something about the industry was higher risk than generally accepted, so we chose to exclude fossil fuel extractors from our investable universe and thus from our portfolios.

However, in the Blue Heron portfolios, the users of fossil fuels are given the same scrutiny as the extractors – as they should – because they and their customers shoulder an inordinate amount of the risk in this energy transition. Carbon taxes are nascent and will fall ultimately on the consumers of the resource rather than the extractor, thus effective management of supply chain and efficiency is of paramount importance. This tough level of environmental, social and corporate governance scrutiny does not end at the fossil fuel industry but is applied to all industries everywhere because ESG risk is not isolated to the issues that are currently on the front page of papers or our newsfeeds.

Our Blue Heron Portfolios come in a Global, a Canadian Focused, and Canadian Dividend Income focused options that can be used singularly or in combination to provide a core diversified portfolio to better meet your financial goals

Please explore the resources below or contact us to find out if these strategies are right for you!

Resources:

A Summary

The basics

Why we built these portfolios

Detailed Screening Process

Better Run Companies make Better investments

Carbon Intensity

 
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Why AMA

We offer a family of discretionally managed portfolios under CIBC Wood Gundy's Advisor Managed Accounts Program (AMA) co-managed by Portfolio Managers, Neil Chappell and Graham Isenegger.

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AMA Commentary

We keep our clients up-to-date with their portfolios by providing a monthly commentary which discusses our views on what went on in the market and the details of the trades we did on our clients' behalf.

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AMA Performance

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.