We know that when it comes to making an investment, your top concern is likely to be
minimizing risk and securing your principal investment. In unpredictable markets, dependable
products can bring piece of mind, and a return on investment. But what if you could have 
guaranteed security, all while making a positive impact on the world? That's where Socially 
Responsible Investing comes in.

We currently have two options for Socially Responsible Investments (SRI):

The Better Equality® Portfolio provides you with

• A social investment option that invests in companies operating in a variety of sectors around the world that have adopted diversity policies and where women hold 30% of board seats when stocks are selected.
• Zero risk to your principle investment
• No fees or commisions
• A diversified basket of global securities

The Better Earth® Portfolio provides you with;

• A "green" investment option that invests in companies with a proven, positive environmental record*
• Zero risk to your principal investment
• No fees or commissions
• A diversifired basket of global securities

*The rate of return is calculated on the performance of a selected group of companies have implemented intiatives to reduce the environmental impact of their operation by eirher reducing their greenhouse gas emissions or water consumption.

Benefits to you:

Zero risk: When you invest in SRI's, 100% of your principal investment is secured, which means you don't risk losing any money.

Diversification: With a basket of global securities covering various industries, your investment is more immune to market downturns, and your portfolio is diversiified!

Sustainability: Each security in the Portfolio basket is dedicated to a standard of environmental, social and/or governance sustainabililty within their operations.

Frequently asked questions:
Have a question abut SRI's? Check here for the answer. Don't see your question? We're here to help! Contact us for more information.