Encasa Financial is a social purpose investment fund manager with a long-standing commitment to Responsible Investing (RI). We successfully manage the investment of capital reserves, security deposits, member share capital and operating reserves of social purpose non-profit organizations, co-operatives, and affordable housing providers.
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Assets Under Management
as at March 31, 2024
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Investors
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Years of responsible investing
Responsible Investing (RI) incorporates environmental, social and governance (ESG) factors into financial investment decisions. We integrate RI into our investment process to contribute to the promotion of healthy communities, addressing issues of social and economic justice, and support good environmental stewardship. We go beyond simple screens, and seek impact investments that provide financial returns and measurable benefit to communities.
Environmental
- Climate change
- Clean energy
- Pollution
- Resource sustainability
Social
- Human rights
- Diversity policies
- Affordable housing
- Work & safety standards
Governance
- Leadership
- Corporate culture
- Fair dealing
- Corruption
A mutual fund is a professionally managed investment fund that pools money from multiple investors to invest in a diverse set of securities. When you invest into a mutual fund, you are pooling your money with other investors. This enables investors with diverse goals and needs to own a much wider mix of investments than they would likely be able to afford on their own. Mutual funds vary based on what they invest in and provide different risk characteristics for investors.
Equity Funds
Equity funds, that invest primarily in a variety of stocks.
Fixed Income Funds
Fixed income funds, that invest primarily in bonds.
Balanced Funds
Balanced Funds, that invest in a mix of both.
Client Testimonials
I told the board that Encasa offered an excellent program, especially because we could choose a fund based on our specific circumstances, and we wouldn’t have to worry about having to make new arrangements when an investment matures. The program had quite good returns on average over time.
The greatest benefits (of the Social Housing Investment Program) are obviously the returns, the ability to have shorter to long-term investments, and to withdraw when we need to with no penalty. In addition to all that, I love the fact that we’re supporting the affordable housing sector by investing with Encasa.
Encasa has definitely provided us with expertise, confidence in investment choices and superb customer service. Without a doubt, I know we are in good hands with Encasa. No matter how small the organization, our investments are priority with Encasa.
We’re also investing in ourselves — that’s what’s important. The money is staying in the sector and growing the sector.
Whenever we had a question about something, they (Encasa staff) have been there. They’re super helpful.
Encasa is committed to providing investors with the opportunity for capital growth while adhering to the principles of responsible investing.
