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Professionally managed funds designed to drive impact and deliver financial returns.
As the impact sector continues to grow, investors are seeking a diverse range of high-impact options that align financial returns with social and environmental outcomes.
Managed products (public equities, fixed income, cash, and alternative assets in pooled structures) offer investors a structured and professional approach to impact investing, while maintaining rigorous governance and accountability standards.
Now Available: Explore your options on the SVX Impact Index – all while making more informed decisions based on a rigorous impact, governance, and transparency framework.
Diversification
Access a mix of public equities, fixed income, and more to come – reducing risk while maximizing impact.
Professional Management
Managed by experienced impact investment firms with strong track records in sustainable investing.
Liquidity Options
Acces both liquid (publicly traded funds) and long-term investments (private markets).
Screened for Impact
Products are evaluated for transparency, governance, and financial sustainability, ensuring credibility.
Meet the 2025 Cohort
How Products Are Screened for Impact
The Impact Index selection criteria for managed products ensures that all products meet high standards across four core dimensions: Management & Governance, Impact Measurement, Financial Performance, and Racial & Gender Equity. Minimum screening requirements include alignment with impact sectors focused on social, environmental, and economic outcomes; an investment size of at least $10 million; investment structures encompassing public and private securities; and availability to Canadian investors, though impact outcomes are not necessarily limited to Canada.
The review process is rigorous and collaborative. Each product is reviewed by the SVX team and evaluated using our Impact Index+ framework, incorporating feedback from an Advisory Group of industry professionals. This approach ensures the Impact Index remains a trusted resource for investors looking to align their capital with impact.
Minimum Screening Requirements
These are the fundamental criteria that must be met to be selected as a potential issuer.
a. Impact sector alignment with social, environmental, and economic impact focus.
b. Investment size/scale with at least $10 million in capital being sought.
c. Investment structures including managed products that can include a range of public equities, fixed income, cash, and alternative assets via pooled products. At this time, we are not considering individual public companies for the Impact Index.
d. Investment availability, Issuers currently in a capital-raising phase or those planning to initiate one in the next 6 months.
e. Canadian domiciled, eligible for Canadian investors (impact not necessary in Canada).
IMPACT INDEX MANAGED PRODUCTS REQUIREMENTS
These requirements will help in further streamlining the list of Issuers and determine the final curated list.
a. Management and Governance
*Track Record: Demonstrated track record for active and established issuers or previous track record of team and partners for new and emerging issuers.
*Team: Must comprise of high-calibre professionals with relevant expertise, a strong track record, and strategic senior leadership aligned with the fund’s mission.
*Transparency & Reporting: Must demonstrate rigorous transparency through regular, accurate, and timely reporting on financial performance, impact metrics, and governance practices.
b. Impact: Management and Standards
*Management: Impact management strategies, including impact measures, impact achieved, and impact investment philosophy.
*Impact Data: Impact performance data related to the impact investment strategy and management framework, including a track record of historical data
*Standards: Adherence to market-standard for impact. This may include a third-party standard or agreement to code of conduct.
c. Finances: Sustainability and Return
*Performance Track Record: Proven track record of delivering returns in line with the fund’s objectives, with transparency on historical performance data and comparisons to relevant benchmarks.
*Fees and Expenses: Clear disclosure of all fees and expenses associated with the fund, including how these costs impact net returns over time
*Risk Management: Must have a robust risk management framework that identifies, assesses, and mitigates financial, operational, and impact-related risks while ensuring long-term sustainability and resilience.
d. Equity: Racial and Gender Equity
*Diversity and Inclusion: Demonstrated commitment to diversity within management and governance, focusing on the representation of diverse racial and gender backgrounds in leadership roles.
*Engagement on Diversity Goals: Evaluation of the fund’s commitment to promoting diversity, equity, and inclusion by actively signing and adhering to relevant initiatives. This reflects the fund’s dedication to upholding DEI principles and aligning with industry standards that prioritize inclusive and equitable practices.
CLASSIFICATION RANGE FOR IMPACT INDEX MANAGED PRODUCTS REQUIREMENTS
Each category should include a range of classifications to evaluate with minimum requirements. For more information, view the Managed Products criteria here.
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SVX Expands Impact Index, Adding Five Managed Funds to Accelerate ‘100% Impact’ Portfolios
Five (5) impact funds from Rally Assets, Genus Capital Management, and Addenda Capital represent $1 billion in assets. Learn More