Canaccord Direct & Responsible Futures MAPs

Canaccord Genuity Wealth Limited (CGWL) forms part of Canaccord Genuity Wealth Management (CGWM), which operates within the UK and Europe.  Canaccord Genuity Group Inc. (CGGI) was founded in 1950 and in just six decades has grown from a Canadian-based venture capital firm to a premier global financial services firm.  Since it was established in 1950, Canaccord Genuity has been driven by an unwavering commitment to building lasting client relationships, by generating value for individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services.

Direct Growth Portfolios

Working closely with W1M Wealth Planning, we have created four multi asset portfolios.  The aim of the Direct portfolios, managed by Canaccord Genuity, is to provide long term real returns for investors.

There are three parts to our investment process; long term asset allocation, short term tactical positioning and investment selection.  Value is added by each part of the process but we feel our true differentiator comes from our direct equity selection.

Each Direct portfolio has a focused allocation of UK equities, selected by our experienced equity team.  The team spend time to understand the fundamental qualities of a wide range of stocks from the FTSE All-Share, and using this knowledge we select companies that we believe offer better long term returns than the index.

Responsible Futures Portfolios

The traditional approach to ethical investing, introduced to the consumer market in the 1980s, was achieved through a ‘negative screening’ process, which avoided certain sectors.  While this approach means that you are 100% avoiding those activities which may offend you, the ruling out of certain investment sectors can both increase risk and reduce growth potential.

In our view, a strategy which uses positive investment selection, rather than negative exclusion, offers potential for superior investment outcomes and a deeper engagement with the issues that the world needs to tackle.  Working closely with W1M Wealth Planning, we have created three Responsible Futures portfolios that incorporate the latest trends in responsible investing – positive selection of cutting-edge fund solutions that offer ethical, environmental, social and investment benefits.

The goal for the W1M Responsible Futures portfolios is to combine sound investment with a socially responsible and sustainable mindset, delivering a positive impact.  This should not preclude strong investment performance.

We believe that many of the broad issues facing the world today will be solved through a combination of public (e.g. United Nations Sustainable Development Goals) and private action.  The innovation inherent in solving these issues will have a market value which will only increase through time.  We also believe that, by investing responsibly into these areas, the portfolios can deliver returns at least equivalent to overall markets and in excess of them over the long term.