Assets Under Management

as at March 31, 2024

Years of responsible investing

About Us

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.

What is 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.


- Climate change

- Clean energy

- Pollution

- Resource sustainability


- Human rights

- Diversity policies

- Affordable housing

- Work & safety standards


- Leadership

- Corporate culture

- Fair dealing

- Corruption

What is a Mutual Fund?

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.

The three main types of mutual funds are:

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


Encasa News

Encasa is committed to providing investors with the opportunity for capital growth while adhering to the principles of  responsible investing.

Organizations we've worked with

Relationships built on trust.