Investing with a Sustainability Lens: Canadian and US ETF Strategy
This course is sustainable and social finance. This is the assignment description: Groups will create a portfolio of publicly-traded North American ETFs to be held in a tax-sheltered investment account (like a TSFA or RSP). The goal will be to earn attractive long-term returns (to be well-prepared for retirement) while also considering the impact of the investment portfolio with respect to your values and its impact on society. You are asked to describe each ETF’s strategy and its ESG characteristics. Provide what percentage of your portfolio you would put in each ETF. Describe the overall risk/return profile of your portfolio.
Plz use times new roman with the word size 12. Read the article and watch video to write the assignment. The company I choose for the assignment is Loblaws. Please follow the instructions listed in the assignment doc and write the report with more quality. Thank you!
Hi, I have one file and one video cannot be uploaded in this website, so i upload them on other website, please check them
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Investing with a Sustainability Lens
Student’s Name
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Investing with a Sustainability Lens
This discussion will focus on investing a $100,000 inheritance to meet longer-term retirement needs while incorporating sustainability. An assumption is made that these funds are held at discount brokerage firms and solely invested in North American-listed Exchange Traded Funds, ETFs (in this case, the selected ETFs are two Canadian-listed and two U.S.-listed). The subsequent evaluation will present the assignment thus; information from a-n on each chosen ETF, approach to balancing overall portfolio risk and return, and the overall portfolio’s sustainability impact.
Canadian ETFs
U.S. ETFs
Successive pension reforms have led to the growth of capitalized pensions in developed nations and the growth of pension savings in developing nat...
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