SVX Expands Impact Index, Adding Five Managed Funds to Accelerate ‘100% Impact’ Portfolios

Five (5) impact funds from Rally Assets, Genus Capital Management, and Addenda Capital represent $1 billion in assets

FOR IMMEDIATE RELEASE

TORONTO, ONTARIO, February 13, 2025 — Today, SVX expanded its Impact Index with a new Managed Products Collection, featuring five impact funds from three leading firms: Rally Assets, Genus Capital Management, and Addenda Capital. Representing a significant step forward for Canada’s impact investing sector, these funds span equities, fixed income, and multi-asset strategies, each adhering to rigorous standards for governance, transparency, and measurable impact.

The SVX Impact Index is a comprehensive database featuring the universe of impact investing products that are available to Canadian investors. Impact Index+ is a qualified set of impact investment offerings that must meet strict impact, governance, and financial standards. Offerings are vetted by external reviewers, an Advisory Group of industry professionals, and the SVX team.

The expansion into managed products reflects the growing maturity and diversification of impact investing in Canada, where billions in assets are dedicated to mobilizing capital to climate solutions, social equity, and sustainable economic development. As the sector grows, investors are seeking a wide range of diversified, high-impact options that align financial returns with social and environmental outcomes.

Managed products, which can include public equities, fixed income, cash, and alternative assets in pooled structures, offer investors a structured and professional approach to impact investing, while maintaining rigorous governance and accountability standards.

The newly featured funds reflect a trend toward holistic impact investment approaches that integrate negative and positive screening, and active ownership practices. Each fund takes a multi-sector, multi-theme approach, addressing critical global challenges such as climate change, sustainable resource management, and social equity.

By integrating managed products into the Impact Index, SVX is broadening access to professionally structured impact investment vehicles across asset classes, enabling investors to make more informed decisions based on a rigorous impact, governance, and transparency framework.

“We share a vision of a world where all investments are impact investments,” said Adam Spence, CEO of SVX Canada. “We hope that this movement into managed products will help impact investors move towards 100% impact portfolio activation.”

“We congratulate SVX on the launch of this managed products collection, an important addition to its Impact Index. We’re grateful for SVX’s long standing commitment to bolstering the impact investing sector in Canada and are confident the Impact Index will become a great resource to the growing number of investors looking to generate positive impact with their investment portfolios.” — Kelly Gauthier, president, Rally Assets

“For Addenda Capital, being featured on the SVX Impact Index is another milestone in helping align impact investors’ capital with real-world solutions. Since launching our Impact Fixed Income Pooled Fund in 2018, we have championed the benefits of impact investing and taken part in industry initiatives to support the field’s maturing process. The Index’s carefully curated selection further strengthens the visibility of impact investing in Canada, working to channel capital toward solutions that can create positive change for generations to come.” — Roger Beauchemin, President and CEO, Addenda Capital

“We are honored to be included in the Impact Index+ alongside our peers in the ecosystem, collectively helping to mobilize more capital toward impact investing in Canada. SVX has demonstrated incredible vision in curating this Index, which we believe can become a centralized and trusted platform for investors — whether they are just exploring or ready to invest — ultimately driving more capital into the space and creating greater impact where it is needed most.” — Stephanie Tsui, Chief Sustainability Officer, Genus Capital Management

How Products Are Screened for Impact: Strengthening Impact Accountability and Investor Confidence

The Impact Index selection criteria for managed products ensures that all products meet high standards across four core dimensions: Management & Governance, Impact Measurement, Financial Performance, and Racial & Gender Equity. Minimum screening requirements include alignment with impact sectors focused on social, environmental, and economic outcomes; an investment size of at least $10 million; investment structures encompassing public and private securities; and availability to Canadian investors, though impact outcomes are not necessarily limited to Canada.

For inclusion in Impact Index+, funds must exceed minimum requirements by demonstrating a strong track record and governance framework, a commitment to transparency through financial and impact reporting, clear impact management strategies aligned with market standards, and diversity and inclusion efforts ensuring representation of diverse racial and gender backgrounds in leadership. A full breakdown of these requirements can be found in the selection criteria.

The review process is rigorous and collaborative. Each product is reviewed by the SVX team and evaluated using our Impact Index+ framework, incorporating feedback from an Advisory Group of industry professionals. This approach ensures the Impact Index remains a trusted resource for investors looking to align their capital with impact. As a pilot initiative, this effort has been instrumental in refining and strengthening the impact assessment framework, with valuable contributions from both advisors and participating firms who have helped to shape a more robust and transparent evaluation process.

Our assessment process includes reviewing documentation such as annual reports, financial statements, offering documents, and impact standards or commitments to assess each fund’s governance, impact, and financial sustainability.

What’s Next?

The SVX Impact Index will continue to evolve to meet the growing demand for impact investment opportunities. Here’s what’s coming:

• Expanded Product Offering: Today’s announcement represents a pilot set of managed products. The Impact Index will seek to expand the managed products collection over this year to represent the full range of products, with another announcement in fall 2025. Interested managers will be able to submit their products.
• Market Report: In spring 2025, SVX will release a market report providing insights on the financial performance and impact outcomes of the products within the SVX Impact Index.
• Criteria Updates: We seek continuous improvement in our process and requirements. Following the first round of reviews to road test the process and criteria, we have updated our selection criteria, providing investors and issuers with a clearer, more effective framework for evaluation.

Issuers on Impact Index+ have met certain requirements or standards in terms of governance, finances, impact, and equity. However, SVX or its advisors do not endorse any investments of any of the organizations, and we do not recommend any investments. The opportunities included in the database are for informational purposes only. They are not intended as investment advice or an offer or solicitation for the purchase or sale of any financial instrument. Please read the full disclaimer below.

Quick Facts

• Forty one (41) impact investing products have qualified as SVX Impact Index+ issuers since April 2024.
• The Impact Index data platform tracks 200+ impact investment opportunities for Canadian investors.
• Impact Index Managed Products represent approximately $1 billion in assets under management.

Learn more:

• Impact investors can visit the Impact Index at: https://impactindex.svx.ca/
• You can get an overview of the Impact Index here at: https://svx.ca/svx-impact-index/
• You can read a full primer about the Impact Index here.
• You can learn more about the new managed products below or visit https://svx.ca/managed-products-collection/.

Rally Total Impact Fund & Rally Global Equities Impact Fund

Rally Assets

Impact Sector: Multi-sector

Impact Theme: Multi-theme

Headquarters: Toronto

Impact Location: Global

Rally Assets is an impact investment management firm and a certified B Corporation. It is one of three fund-of-funds managers for the Government of Canada’s Social Finance Fund, through its joint venture Realize Capital Partners. Rally Assets is a Portfolio Manager and Exempt Market Dealer registered in Alberta, British Columbia, Ontario and Quebec with the respective provincial securities commissions.

Rally Total Impact Fund is a global multi-asset-class impact fund, aligned to the United Nations’ Sustainable Development Goals (SDGs). The fund implements negative screening, positive screening, thematic investing, ESG integration, shareholder engagement, impact investing, focusing on the following impact themes: Addressing Climate Change, Preserving and Restoring Natural Capital, Sustainably Meeting Basic Needs, Advancing Social Equity.

Rally Global Equities Impact Fund is a global public equities impact fund also aligned to the United Nations’ SGDs. The fund implements the same strategies and impact themes as the Rally Total Impact Fund, with differing allocations across impact themes.

Genus Global Impact Bond Fund & Genus High Impact Equity Fund

Genus Capital Management

Impact Sector: Multi-sector

Impact Theme: Multi-theme

Headquarters: Vancouver

Impact Location: Global

Since 1989, Genus Capital Management has created innovative investment solutions for institutions and families. Genus is an independent investment management firm and certified B Corporation with offices in Vancouver and Toronto.

The Genus Global Impact Bond Fund consists primarily of Sustainable bonds (green, social, sustainability, sustainability-linked, transition) issued globally by corporations and governments. The portfolio reflects reasonable diversification by sector, issuer and quality, but is restricted to issuers that conduct their affairs in a fossil fuel free, low carbon, and socially responsible manner, based on the Manager’s (Genus’) Fossil Free criteria. The Fund is sub-advised by AlphaFixe.

The Genus High Impact Equity Fund seeks to invest in companies that contribute positive social and/or environmental impacts in addition to generating competitive financial returns. The strategy follows a sustainable thematic approach and invests in global companies who are leaders in renewable energy, energy efficiency, water and waste management, green real estate, low negative impact products and materials, community development, access to financial services and healthcare, access to education and technology, and sustainable agriculture. Impact is measured by revenue exposures that can be linked to different United Nations SDGs. The Fund also offers strong alignment with environmental, social and governance values and incorporates Manager’s Fossil Free screening criteria to ensure the fund is fossil fuel free, low carbon, and socially responsible. The fund’s investment strategy combines negative and positive screening, ESG factor integration, and active ownership practices.

Addenda Capital Impact Fixed Income Pooled Fund

Addenda Capital

Impact Sector: Multi-sector

Impact Theme: Multi-theme

Headquarters: Montréal

Impact Location: Global

Addenda Capital is a privately-owned investment management firm that looks after pension, private wealth, insurance, corporate and foundation assets. Its purpose is to achieve sustainable wealth creation in close partnership with its clients for a better future. Its vision is to surpass client expectations by delivering sustainable, leading-edge investment solutions.

Addenda Capital Impact Fixed Income strategy is inspired by the United Nations SDGs which are the blueprint to achieve a better and more sustainable future for all. They address the global challenges we face, including those related to poverty, inequality, climate change, environmental degradation, peace and justice. The fund invests in the following key impact themes: Climate Change, Community Development, Education, Health & Wellness and Water.

Managed products provide investors with access to diversified, high-impact opportunities while maintaining rigorous governance and accountability. The addition of this cohort marks an important milestone for SVX, and we look forward to further expanding the platform to support impact investors and organizations alike.

To explore these investment opportunities and learn more about the SVX Impact Index, visit impactindex.svx.ca.

Explore impact investment opportunities available to you and discover how your investments can create tangible change for communities and the planet.

Get started for free today on the SVX Impact Index and sign-up here. View the managed products collection here.

Media Contacts

Gabriella Yapp
Communications Associate | SVX
Email: gabriella.yapp@svx.ca

Helen Zhou
Manager, Education & Technology | SVX
Email: helen.zhou@svx.ca

Adam Spence
Chief Executive Officer | SVX
Email: adam.spence@svx.ca

About SVX Canada

SVX’s mission is to advance social, environmental, and economic justice through impact investing. As a nonprofit, diversified financial services firm, we work with investors, funds, enterprises, and institutions to help them take the first or next step on their impact journey. We provide knowledge products and programs, design strategies and products, manage funds, operate an impact investing platform, and develop systems change solutions.

We work across key impact sectors: climate, food, equity, housing, and community real estate. SVX is regulated by the Ontario Securities Commission and operates as an Exempt Market Dealer (EMD) across several Canadian provinces. Our reach extends across Canada, the U.S., Mexico, and Colombia.

For more information, please visit www.svx.ca.

Full Disclaimer

SVX is registered as an Exempt Market Dealer (EMD) under applicable securities legislation in Ontario, Québec, Alberta, British Columbia, Manitoba, and Saskatchewan; however, no securities regulatory authority has approved or expressed an opinion about the securities offered on the platform.

The opportunities included in the database are for informational purposes only. They are not intended as investment advice or an offer or solicitation for the purchase or sale of any financial instrument.

Investing in the exempt market has significant risks. We encourage investors to consult with financial professionals before making investment decisions. The Impact Index and Impact Index+ are not a replacement for due diligence, but rather serve to streamline and inform the evaluation process for investors and issuers.