The NEI Investments Award for
BROUGHT TO YOU BY:
Socially Responsible/ Impact Investing
“It’s very exciting. I know a couple of the other nominees very well, and they should have won. I hope clients appreciate what I do” RYAN COLWELL IPC Investment Corporation
THE SOCIALLY responsible/impact investing community is a tight-knit group, as Ryan Colwell demonstrated after picking up his WP Award. “It’s very exciting,” said Colwell, an investment advisor at IPC Investment Corporation. “I know a couple of the other nominees very well, and they should have won. I hope clients appreciate what I do.” The award sought to recognize an advisor, office or practice dedicated to providing outstanding socially responsible investment strategies for clients. Socially responsible or impact investments were defined as offerings that seek to generate financial return while also proactively creating environmental or social benefit.
The judges were looking for evidence of a variety of impact investment offerings, new and innovative offerings, and strong financial performance of portfolios that include sustainable investments. The award’s sponsor, NEI Investments, is home to Canada’s largest team of in-house socially responsible investment specialists who provide environmental, social and governance [ESG] analysis to portfolio managers of socially responsible investments, including NEI’s own Ethical Funds. “We’re the leaders in this space, and it’s really important for us to be here to recognize all advisors who invest in a socially responsible way,” says Chris Nickerson of NEI Investments. “We couldn’t be happier with the nominees.”
“We’re the leaders in this space, and it’s really important for us to be here to recognize all advisors who invest in a socially responsible way” CHRIS NICKERSON SVP of sales and distribution, NEI Investments
FINALISTS Ryan Colwell, IPC Investment Corporation Brian Barsness, Mennonite Savings and Credit Union Sterling Rempel, Future Values Estate & Financial Planning Sucheta Rajagopal, Jacob Securities
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AWARD SPONSOR NEI Investments is a national investment firm with more than $6 billion in assets under management. It offers Canadian retail investors unique access to top independent money managers through high-quality investment solutions in two fund families, Northwest Funds and Ethical Funds. Its products provide investors with a full range of investment management styles, as well as conventional and socially responsible investment choices.
COMMEMORATIVE GUIDE WP AWARDS 2015