ACS Responsible Beta Funds

Investment Objective

  • The ACS Responsible Beta Funds aim to provide returns and risk-characteristics that are similar to broad-based, large- and mid-cap Canadian and US equity indexes while excluding companies on the basis of Socially Responsible Investing principles.

Investment Strategy 

  • Passively managed, rules-based screened with a full-replication holding strategy.
  • We do not invest in companies materially involved in Fossil Fuels, Weapons, Gambling, Tobacco, Predatory Lending, Cannabis, and Alcohol.
  • We also avoid companies that engage in controversial business practices.

Management 

  • Portfolio Manager: James Thai, CFA
  • Investment Fund Manager: Advantage Capital Strategies Group Inc.

Disclaimer

Suitable for accredited investors only in Ontario

ACS Responsible Beta Canadian Equity Fund

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ACS Responsible Beta US Equity Fund

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Screening Process

Negative Screen
Rational
Fossil Fuels
Generates carbon emissions which contributes to global warming and climate change
Tobacco
A leading cause of preventable disease and death and increased costs to the health care system
Weapons
Armed violence and combat triggers forced displacement and erodes social and economic capital
Gambling
Addiction to gambling can cause financial, mental, and physical health issues
Predatory Lending
Reliance on extremely high fee and high interest lending can lead to personal financial issues, particularly in vulnerable populations which are often targeted using deceptive sales practices
Alcohol /
Cannabis
Addiction and substance abuse can cause financial strain, cause mental and physical health harm, and impose societal cost
Controversies
Egregious controversial business practices can cause harm to communities, shareholders, and the environment

Trends

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There are two major demographic trends: 1) There is an increasing number of people on the planet, peaking in approximately 2100, but the vast majority of growth is expected in Africa and Asia. 2) Lifespans are longer, so the median age of people and the percentage of seniors on the planet is increasing.
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Themes

All of these themes are supported by technological developments.
Resource efficiency is accomplishing similar or better outcomes, but with fewer consumption of inputs into the process. To this end, we strive to identify companies that make systems and end products more efficient.
An increasingly urban planet requires increasing attention to sustainability in our urban areas. This includes services, physical city design and construction and digital life within urban populations. By growing in a sustainable way, urban areas better prosper and create advantages for themselves. We strive to identify companies on the forefront of urban sustainability.
To ensure that the planet does not continue warming to unsafe levels, the usage of carbon as a combustible energy will need to be reduced. We strive to identify companies that will aid in this transition to a reduced carbon energy planet.
Quality health care is synonymous with human well-being. Improvements in human health have led to drastic increases in lifespans and future expected lifespans. With an again population and ongoing medical developments, health care will continue to play a vital role in our well-being. We strive to identify companies that innovate to push forward advances in human health.
Education is a vital input into an individuals advancement in society. Access to educational opportunities is a highly desired among all societies. There is increasing demand of new ways to access the educational system, as education is a proven method to raise ones standard of living. We strive to identify companies that are providing tools that modernize traditional teaching methods and companies that identify ways to reach new audiences.
Economic advancements have lifted the living standards of large proportions of the global population . However, equitable and inclusive access to financial advancements and a reasonable standard of living remain unevenly distributed. Through modernization and equitization of our financial systems, we expect that innovations will increase access and further advance the standard of living. We strive to identify companies that are on the forefront of this change.