What Genus Capital Management Inc does

Genus Capital Management Inc is an independent, employee-owned Canadian investment management firm headquartered in Vancouver, British Columbia, with a secondary office in Toronto. Founded in 1989, the firm specializes in values-based and sustainable investing, serving three primary customer segments: individuals and families (via its Digital Wealth Management platform for $100K+ investors and Personal Wealth Management service for $500K+ clients), institutional investors (pension funds, trusts, foundations, Indigenous communities, and family offices), and investment advisors (via pooled funds distributed through FundServ). The firm began offering sustainable investing solutions in 1994 and became the first Canadian wealth management firm to achieve B Corp certification in 2017.

The firm's product portfolio includes the Genus Balanced Fund (operating since 1989), the Genus Fossil Free Fund Suite (since 2013, screening out fossil fuels, tobacco, alcohol, and other controversial industries), the Genus Responsible Fund Suite (Canglobe Equity, Canadian Alpha, Global Alpha, Dividend Equity, Strategic Bond), and the Genus High Impact Equity Fund (Series F launched January 2024, $131.3M USD net assets as of December 2025). Its competitive differentiation is anchored in proprietary technology — the Net Impact Score™ methodology and a research-based asset allocation software platform — which together enable quantitative, data-driven portfolio construction with measurable ESG and impact outcomes. The firm is a signatory to the UN Principles for Responsible Investment and operates under high diversity standards (67% female leadership, 56% BIPOC leadership, 40% female board representation).

Genus generates revenue primarily through asset-based management fees on its AUM, with disclosed rates including a 0.65% management fee and 0.85% MER on the High Impact Equity Fund Series F. Distribution is multi-channel: direct sales through dedicated portfolio managers for HNW and institutional clients, a self-serve digital platform for mid-market clients, and intermediary distribution through investment advisors via FundServ. The firm is led by CEO Stephen Au (joined 2001), Executive Chair and CIO Wayne Wachell (co-founder), and Co-Founder and Board Chair Leslie Cliff, supported by a partnership structure that includes over one-third of employees as shareholders.

Name

Genus Capital Management Inc

Legal name

Genus Capital Management Inc.

Website

https://genuscap.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

51–100 employees

Short description

Genus Capital Management is an independent, employee-owned Canadian investment management firm specializing in values-based and sustainable investing, serving individuals, families, institutional investors, and advisors through managed portfolios, pooled funds, and proprietary Net Impact Score methodology.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD)

Keywords

• Wealth management services
• Sustainable investment management
• ESG portfolio management
• Fossil free investing
• Institutional asset management

Headquarters

HQ city

Vancouver

HQ country

Canada

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Asset Management Fees: Genus generates revenue through management fees based on assets under management (AUM). Fees are based on assets under management, aligning the firm's success with client asset growth. The firm offers both Digital Wealth Management and Personal Wealth Management services with different investment minimums and fee structures.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels6 records

Core offering

Genus Capital Management is an independent, employee-owned Canadian investment management firm that provides values-based wealth management services. It manages actively managed portfolios, ESG-integrated mutual funds, and fossil-free pooled funds for individual investors, families, and institutional clients. The firm differentiates through its proprietary Net Impact Score methodology that measures the net positive and negative impact of every holding, alongside fossil-free screening and customized impact investment counsel.

Product overview

Genus Capital Management Inc is an independent Canadian investment management firm offering values-based investing solutions through multiple product tiers. The firm provides Digital Wealth Management (minimum $100K+) and Personal Wealth Management (minimum $500K+) for individual investors, alongside institutional services. The core product lineup includes the Genus Balanced Fund (since 1989), Genus Fossil Free Institutional Balanced Composite (since 2013), Genus High Impact Equity Fund (launched January 2024 with $131.3M AUM), and the broader Genus Responsible Fund Suite (Canglobe Equity Fund, Canadian Alpha Fund, Global Alpha Fund, Dividend Equity Fund, Strategic Bond Fund). The Genus Fossil Free Fund Suite screens out fossil fuels, tobacco, alcohol, and other controversial industries. The firm differentiates through its proprietary Net Impact Score methodology and Impact Investment Counsel for private market allocations. Services are delivered through dedicated portfolio managers with offices in Vancouver and Toronto.

Differentiator

Problem solved

Functional benefit

Brands

• Genus High Impact Equity Fund: A focused, thematic pooled fund that invests in shares of global companies building a sustainable future
• Genus Fossil Free Fund Suite
• Genus Responsible Fund Suite
• Genus Balanced Fund
• Net Impact Score

Products and services

• Digital Wealth Management Self-directed online wealth management service for individual investors with a $100K+ minimum, offering active data-driven stock selection, ESG integration, systematic risk management, and on-demand human advice via phone, email, or video.
• Personal Wealth Management Full-service wealth management for individuals and families with a $500K+ minimum investment ($250,000 minimum deposit), featuring a dedicated portfolio manager, detailed planning consultation, tax-efficient portfolio strategy, and segregated stock portfolio options for accounts over $2 million.
• Genus Balanced Fund Long-standing balanced investment fund operating since 1989 with a typical 60% equities and 40% fixed income allocation and a 35+ year track record.
• Genus Fossil Free Institutional Balanced Composite Institutional balanced composite applying fossil-free screening since 2013, targeting returns comparable to conventional balanced funds while excluding fossil fuel investments.
• Genus High Impact Equity Fund - Series F Sustainable thematic pooled fund investing in common shares of small, medium, and large-cap global companies, excluding fossil fuel extraction and processing and integrating ESG criteria. Distributed to advisors via FundServ. Management fee 0.65%, MER 0.85%, $131.3M USD in net assets as of December 31, 2025.
• Genus Fossil Free Fund Suite Comprehensive suite of fossil fuel-free investment funds screening out fossil fuels, tobacco, alcohol, junk food, military and weapons, severe Indigenous conflicts, and factory farming. Fossil Free equity funds maintain carbon emissions intensity 70% lower than the weighted market average.
• Canglobe Equity Fund Diversified equity fund with a 75% global and 25% Canadian stock allocation following a total equity approach that funds the best performing sectors globally.
• Canadian Alpha Fund High conviction portfolio of 20-35 Canadian stocks representing one of Genus's longest-running funds with fair sector diversification.
• Global Alpha Fund Global equity fund offering fair sector diversification for international investment exposure as part of the Genus Responsible Fund Suite.
• Dividend Equity Fund Equity fund with a 25% Canadian and 75% global stock allocation pursuing higher yield and lower volatility with value-tilt exposure.
• Strategic Bond Fund Fixed income fund designed to preserve capital and add value through active bond management including interest rate anticipation, yield curve trading, and security selection.
• Genus Impact Investment Counsel Customized impact portfolio service enabling clients to build private debt and private equity investments for enhanced impact through project-level allocations, leveraging partners such as Deetken Impact, Active Impact Investments, Fair Finance Fund, and New Market Funds.
• Institutional Investment Management Institutional asset management services for pension funds, trusts, foundations, and Indigenous communities, including Net Impact Score application and integration of public and private investments, delivered through dedicated institutional client relationship managers.
• Web Client Portal Digital client portal enabling investors to manage investments from any location, track investments daily, and access account information online.

Quantifiable outcome

• Fossil Free equity funds have carbon emissions intensity 70% lower than weighted market average
• +3 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• Bullfrog PowercoreStrategic or Co-development PartnerGenus partners with Bullfrog Power to actively support the growth of renewable energy sector and bring more renewable energy onto the grid. This partnership aligns with Genus's commitment to sustainability and reducing environmental footprint.
• RBC Investor & Treasury ServicescoreOthersIndependent custodian for client assets. RBC I&TS is among the top 10 global custodians in the world and is the leading provider of investor services in Canada. Client cash and securities are held in trust, safeguarded by this independent custodian.
• GIR (Groupe Investissement Responsable Inc.)coreTechnology or IntegrationProxy voting research and implementation partner based in Montreal. Genus has engaged GIR to handle research, recommendation, and implementation of proxy voting in alignment with responsible investment guidelines.
• Deetken ImpactminorStrategic or Co-development PartnerImpact investing fund partner providing networks and professional capacity for direct project-level impact investments in Latin America.
• Active Impact InvestmentsminorStrategic or Co-development PartnerImpact investing fund partner that closed a $54M climate tech fund. Professional capacity provider for direct project-level impact investments.
• Fair Finance FundminorStrategic or Co-development PartnerImpact investing fund partner with professional capacity to make direct project-level impact investments.
• New Market Funds Inc.minorStrategic or Co-development PartnerImpact investing fund partner providing networks and professional capacity for direct project-level impact investments.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Mawer Investment Management: Calgary-based independent Canadian boutique investment manager offering diversified and balanced multi-asset portfolios to individual and institutional clients. Like Genus, Mawer is independent from major banks and built around a research-driven, disciplined investment process — making it a close business-model and product-set comparator in the Canadian boutique wealth space.
• Parnassus Investments: US-based asset manager specializing in sustainable and ESG-integrated equity funds. Directly comparable to Genus on a research-driven, values-based equity fund proposition anchored in ESG fundamentals.
• Trillium Asset Management: Boston-based, B Corp-certified investment firm focused exclusively on sustainable and impact investing across equities and fixed income. Closely comparable to Genus on US/B Corp values-based positioning and impact mandate orientation.
• Leith Wheeler Investment Counsel: Vancouver-based independent, employee-owned Canadian investment counsel firm serving individuals, families, foundations, and institutions with customized portfolios. Highly comparable to Genus on independence, Canadian-HQ, and discretionary HNW/institutional business model.
• Addenda Capital: Canadian investment management firm with strong responsible-investing and ESG integration focus, serving institutional clients including pension plans and foundations across Canada. Directly comparable to Genus on values-based institutional mandate focus and Canadian-rooted ESG product set.
• Steadyhand Investment Funds: Vancouver-based independent Canadian investment management firm offering diversified funds to individual investors. Comparable to Genus on independent, advisor-friendly fund distribution and Canadian HNW focus.

Broad incumbents

• NEI Investments: Canadian asset manager with a long-standing focus on responsible investing and ESG fund families, owned by Aviso Wealth. Comparable to Genus on Canadian ESG fund offerings but operates at meaningfully larger AUM scale and broader product distribution.
• AGF Investments: Toronto-based Canadian asset manager with diversified mutual fund and ETF offerings including responsible-investing mandates. Comparable to Genus as a Canadian-headquartered multi-product investment firm, though at materially larger scale and broader fund range.

Emerging players

• Impax Asset Management: London-listed global asset manager specializing in sustainable investment strategies across listed equities. Comparable to Genus on a thematic sustainable-investing focus, but with global institutional scale and breadth not yet matched by Genus.
• Vancity Community Investment: Canadian impact-investing subsidiary of Vancity Credit Union focused on community and environmental investment opportunities in BC. Adjacent to Genus on Canadian-rooted, values-based impact mandate delivery, though with a private-debt/equity tilt rather than public-market focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights6 records

Customer concentration

• Xx.com/genusfossilfree
• YouTubeyoutube.com/channel/UCv-L-xC4xJD7V2Kyisle0uA
• Facebookfacebook.com/GenusCap
• LinkedInlinkedin.com/company/genus-capital-management
• Instagraminstagram.com/genuscapital

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles19 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Genus Capital Management Inc