Partnership with Purpose Investments brings resilient model to our workplace savings solutions

With the right guidance, responsibility doesn’t need to get in the way of returns.

And E-S-G investing can be as straightforward as A-B-C.

In recent years, environmental, social and governance (ESG) factors have become an increasingly important part of the investment process—and not just for moral or environmental reasons. Recent research, in fact, shows that ESG stocks have been more resilient through bear markets, with the COVID-19 pandemic as a prime example.

It’s a trend that Link Investment Management and our strategic partner, Purpose Investments, believe is here to stay—so much so that a comprehensive ESG framework is applied to portfolios that both companies believe will allow investors to outperform in the long run.

“Link and Purpose Investments both believe strongly that superior returns don’t need to be sacrificed in the name of social responsibility,” says Brian McClennon, President and CEO of Link, a disruptive innovator in employer-sponsored compensation plans.

“Through our partnership with Purpose Investments, we’re pleased to offer ESG portfolios that stand the test of time and may allow for improved retirement outcomes through workplace savings solutions.”

In March, Link and Purpose announced a strategic partnership allowing independent advisors and portfolio managers to leverage the companies’ combined innovative thinking to provide leading-edge group plan solutions in the Canadian workplace. Advantages include a passive investing model, next-generation offerings, a proprietary robo-advisor, comprehensive support and a fully digital platform.

ESG investing is based on sustainability as a competitive advantage, and the belief that companies adapting to changes in socio-economic and environmental conditions are better equipped to meet competitive challenges and think strategically over the long term.

Purpose was one of the first firms in the world to build its products on an ESG foundation. The vast majority of its funds operate on Purpose’s proprietary ESG framework—with a strategic, integrated approach, and full integration of ESG factors—to help maximize value in its offerings.

“As Purpose has noted repeatedly, plan members shouldn’t have to choose between long-term success and investing in companies they can believe in,” says Mr. McClennon.