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Impact Investment Process

Our Process

Our multi-asset strategy is streamlined from the global universe of companies to the Clear Skies universe through the following framework. Each potential investment into the funds and portfolios is presented to the Investment Committee by the research analysts, who all meet at least weekly to evaluate investment opportunities.

Identifying intention for impact.
> See our Impact Investment Policy here.​
> See our Climate-Related Financial Disclosures and Strategy here.​

Assessing strategy and sustainable financial health to achieve impact​.
Contact us to receive a presentation about our assessment process.

Investor’s capital contribution to that impact and risk-adjusted targets​

The Impact investor’s contribution is channelled through an accompaniment of the investee in its Impact journey.

Dialogue: See our commitment to stewardship principles here.

Proxy Voting:
To strengthen our capabilities in extra-financial strategic services aligned with sustainability risks and opportunities, we have forged a valuable partnership with “Groupe Investissement Responsable (GIR),” a renowned leader in Canada. In line with our adopted proxy policy, Clear Skies ensures that our voting decisions are aligned with the guidelines set forth by the Shareholders Association for Research and Education (SHARE).
See a review of our 2023 voting decisions here.

 

Performance analysis of impact/financial targets and transparent reporting to compare and improve results​.

Click here to see the Clear Skies Climate Action Fund Impact Report.

Click here to see the Clear Skies Balanced Fund Impact Report.

Responsible exits

IMPACT RADAR

Clear Skies has developed an Impact Radar which is able to use various levers to customize an impact screen based on specific targets and themes. Used at the sourcing stage, the technology creates algorithm-based recommendations to increase efficiency in identifying impactful companies.

Impact Measurement

We Use Impact Investing to Harness Value for You

Our investment selection is driven by our alignment to the United Nations Sustainable Development Goals (SDGs) to achieve benefits on society and the environment without compromising strong risk adjusted returns.

We currently offer Three Impact Funds with different asset strategies. Click to Explore.

The Clear Skies Climate Action Fund

Public Equity

The Clear Skies Balanced Impact Fund

Multi-asset (Public/ Private/ Fixed Income)

The Clear Skies iWorld Global Equity Fund

Public Equity