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Social Impact | Managed Funds

Updated: Mar 22

There’s no question that investors are increasingly focused on the environmental and social footprint of their investments. For many investors ESG (Environmental, Social and Governance) factors are a key consideration in their investment decision making.


Investors want clarity about how fund managers define a socially or ethically responsible investment. The reality is there are many different shades to ESG, and no single definition or position that all fund managers adhere to. A positive however is that investors are able to choose which investment fund best matches their own ESG appetite.


Some investors may simply want to limit their portfolio exposure to certain types of companies, while other investors may want to have an active voice of change and a social impact on their underlying investment companies.


While all Copia fund managers apply ESG considerations to their investment decisions in various ways, Copia’s flagship social impact strategy only invests in companies that provide environmental solutions. The fund manager of this strategy goes one step further by donating one third of it’s own management fees to environmental charities.


To see the ESG policy and approach for each investment manager distributed by Copia, please visit their respective websites.


Copia's Social Impact Providers