Socially Responsible ETFs

ModernAdvisor was the first online investment advisor (aka robo-advisor) in Canada to offer a socially responsible investment option back in February 2016.  At that time SRI options in the ETF space were much more limited than we would have liked, as a result our SRI portfolios did not have any non-North American developed market or emerging market exposure.  We’ve since […]

Read more


Socially Responsible Investing

What is Socially Responsible Investing? Socially responsible investing is an umbrella term for many different investment approaches including ethical investing, green investing, sustainable investing, and impact investing.  The differences come down to how they implement their approach to investing responsibly.  Socially responsible investing distinguishes itself from “regular investing” by considering environmental, social and corporate governance issues, not just financial returns. […]

Read more


Fees, Facts, and Fiction

According to Charles Ellis, investors innocently describe mutual fund fees with one four-letter word and one number – both word and number are wrong. The word is “only,” and the number is often “1%.” So, when referring to mutual fund fees, we end up with statements like “It’s only 1%.” That may be true in the United States, but in […]

Read more