Business Details
37 Years
experience
Your Trusted Partner for Sustainable Investment Solutions
Since 1989, Genus Capital Management has been dedicated to creating innovative investment solutions that align with clients' values. As an independent firm with offices in Vancouver and Toronto, we combine global market insights with data-driven technology to deliver tailored portfolios. Our client-centric approach prioritizes active risk management, values-driven investing, and seamless digital access. With over three decades of experience, we specialize in responsible investing, fossil-free strategies, and impact investing, empowering clients to achieve financial goals while fostering positive environmental and social change.Our team of seasoned professionals provides personalized portfolio management, leveraging expertise in ESG integration and global asset allocation. As a certified B Corp, we uphold rigorous standards of sustainability and community impact, ensuring every investment decision reflects our commitment to a better future.
Services
Responsible Investing
Fossil Free Investing
Impact Investing
Portfolio Management
Wealth Planning
Sustainable Investment
Institutional Solutions
Client-Centric Planning
Global Asset Allocation
ESG Integration
Details
- Year established: 1989
Highlights and features
- We offer personalized portfolio management with seasoned experts.
- We implement active risk management through adaptive portfolios.
- We specialize in values-driven investing aligned with client principles.
- We provide seamless digital access to manage investments remotely.
- We craft precisely tailored portfolios for unique financial objectives.
Associations and certifications
- B Corp
What people say
Reliable asset growth
Responsive portfolio managers
Transparent communication
Innovative fossil-free funds
Exceeds expectations
Services
Responsible Investing
We integrate environmental, social, and governance (ESG) factors into portfolio construction to mitigate risks and enhance long-term performance. Our approach ensures investments align with client values while maintaining competitive returns through systematic analysis and active ownership strategies.
Fossil Free Investing
Our fossil-free portfolios exclude companies involved in fossil fuel extraction and related industries. By leveraging quantitative models, we identify opportunities in clean energy and climate-resilient sectors, enabling clients to support environmental stewardship without compromising financial objectives.
Impact Investing
We design impact investments that generate measurable social and environmental benefits alongside financial returns. Our strategies target sectors like affordable healthcare, education, and sustainable infrastructure, using UN SDGs to track and report on tangible outcomes.
Portfolio Management
Our dedicated portfolio managers create customized investment strategies tailored to individual goals, risk tolerance, and values. Combining global market expertise with advanced analytics, we deliver diversified portfolios across asset classes, ensuring alignment with both financial and ethical priorities.
Institutional Investment
We provide tailored investment solutions for pension funds, foundations, and Indigenous communities. Our institutional services include strategic asset allocation, risk management frameworks, and impact reporting, leveraging over 30 years of experience in managing complex portfolios with a focus on sustainability.
People
Stephen Au
CEO
Stephen Au has led Genus since 2001, driving sustainable investment innovation. With an MBA and CPA credentials, he emphasizes client-focused solutions and team collaboration. Outside work, he enjoys family time in Vancouver.
Leslie Cliff
Co-Founder & Chair
Leslie Cliff co-founded Genus and pioneered Canada's first fossil-free funds. A CFA charterholder, she focuses on client accountability and community impact. She enjoys cycling and teaching grandchildren to swim.
Wayne Wachell
Executive Chair & CIO
Wayne Wachell co-founded Genus and developed its first fossil-free fund. As Chief Investment Officer, he prioritizes client value through quantitative strategies. He enjoys history reading and family time.
Shannon Ward
Chief Growth Officer
Shannon Ward leads Genus' growth initiatives, promoting climate-conscious investing. With a focus on mentorship, she balances work with outdoor activities like cycling and snowboarding with her family.
Stephanie Tsui
Chief Sustainability Officer
Stephanie Tsui oversees sustainable initiatives at Genus, aligning investments with client values. She combines systematic investing with interpersonal trust, enjoying family outdoor adventures in her free time.
Questions
What is values-based investing?
Values-based investing aligns portfolios with personal ethics by integrating ESG factors, excluding harmful industries, and prioritizing positive impact while maintaining financial performance.
How does Genus manage risk?
We use active risk management through diversified global portfolios, quantitative models, and adaptive strategies to navigate market volatility and protect client assets.
Can I customize my investment portfolio?
Yes, we create precisely tailored portfolios based on your financial goals, risk tolerance, and values, with options ranging from fossil-free to high-impact investments.
What services do you offer institutional clients?
We provide customized investment solutions for pensions, foundations, and Indigenous communities, including strategic allocation, impact reporting, and risk management frameworks.
How do you ensure investment transparency?
We offer regular reporting, educational webinars, and a user-friendly portal for daily portfolio tracking, ensuring clear communication and accountability.
Are you a certified B Corp?
Yes, as a certified B Corp, we meet rigorous standards for social responsibility, environmental impact, and corporate governance in all our operations.
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Reviews (2)
David Lancelot
Nov 06, 2020
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Great team of professionals. Excellent website and reporting. Responds to inquiries promptly . Very pleased with the process of changing from another company to Genus as well. Kudos.
Darel M.
Jul 05, 2018
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Their claim of Fossil Fuel-Free Investing was what originally attracted me to this organization.
Returns on investment are sparse to mediocre.
"Management fees" are approximately equal to return on investment. They are not open to investing in forward-looking companies such as Tesla and SpaceX. I am moving my money to CoPower Bonds instead.
Returns on investment are sparse to mediocre.
"Management fees" are approximately equal to return on investment. They are not open to investing in forward-looking companies such as Tesla and SpaceX. I am moving my money to CoPower Bonds instead.
