It’s easy to influence positive change for the world and reach financial goals.
Canada Life Sustainable Target Date Funds are diversified all-in-one investment solutions that look to invest in companies that strive to make a positive contribution to society and the environment. They limit investments in companies with damaging or unsustainable business practices. These portfolios are one way we’re helping Canadians invest responsibly while working toward reaching their retirement savings goals.
Description: This video combines footage of employees, scientists, sustainable practices and Canadian landscapes with illustrations and graphs to show how members can make a positive impact on the future.
Narrator: More and more Canadians are choosing to make the world a better place
Description: Two volunteers pick up garbage in a forest.
Narrator: by making their investments do the same.
Description: A man in a blazer and helmet rests on a bike while reviewing his savings on his phone. City buildings appear in the distance.
Narrator: That’s why Canada Life is now offering sustainable target date funds for group savings plans.
Description: Cut to a lake with a forest and mountains in the distance. Text “Canada Life Sustainable Target Date Funds” appears in a square.
Narrator: Like other target date funds,
Description: A calendar illustration draws into frame. The year “2021” appears.
Narrator: plan members simply choose the fund that matches the year they want to retire.
Description: The calendar is pushed to the right, creating a split-screen. A couple reviewing their savings plan on a tablet enters the frame. The numbers on the calendar count up, resting on “2045.”
Narrator: As they get closer to retirement,
Description: Cut to a pie graph to represent a target date fund. A line enters the frame.
Narrator: the funds, which invest in different types of assets, use more lower-risk investments to help protect their savings if the market falls.
Description: The camera zooms out to show the fund placed at the beginning of a line graph. The top of the graph on the y-axis is labelled “High risk” and the bottom is labelled “Low risk.” The x-axis is labelled “Years to retirement” from 20 to 0 years. The pie graph moves from high-risk investment at 20 years to a low-risk at 0 years. As it moves, the allocation of the fund changes.
Narrator: But these funds can also help reshape the future by investing in companies that show they care about society, the environment
Description: The screen splits into three separate scenes: a creative team problem-solving in a meeting, gloved hands filling a cardboard box with canned goods and a worker installing solar panels on a rooftop.
Narrator: Cut to a man smiling while typing on his desktop computer at home.
Narrator: They’re managed by J.P. Morgan to align with plan members’ values
Description: The J.P. Morgan logo appears onscreen. The logo is pushed to the right, creating a split-screen. A team of experts discussing the funds enters the frame. A legal line appears below the logo: “J.P. Morgan Asset Management is the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. JP Morgan Asset Management (Canada) Inc. is the sub-advisor to the funds mentioned in this communication. J.P. Morgan Asset Management is not affiliated with Canada Life.”
Narrator: and balance the purpose of being socially conscious
Description: Cut to a close-up of plants sprouting from the ground.
Narrator: without giving up investment growth.
Description: A series of Canadian hundred-dollar bills enter the frame, creating a split-screen.
Narrator: Canada Life makes it easy for both plan sponsors and members
Description: Cut to a barista handing a coffee to a customer in a café.
Narrator: to feel good about where their savings are invested.
Description: A woman in glasses monitors her savings on her laptop. She smiles as the screen is reflected in her glasses.
Narrator: Reach out to your Canada Life group representative to learn more about our new Canada Life Sustainable Target Date Funds.
Description: Text “To learn more, contact your Canada Life group representative.” appears with Canada Life logo and legal lines: “Canada Life Sustainable Target Date Funds are segregated funds available through a group variable annuity policy issued by The Canada Life Assurance Company. Any amount allocated to a segregated fund is invested at the risk of the customer and may increase or decrease in value. Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-800-724-3402.”
Canada Life Sustainable Target Date Funds shift to preserve savings as they get closer to the desired retirement date while supporting a more sustainable future with a responsible investing focus. Think of it as balancing purpose with performance.
Our experts can help you figure out an approach that works for your business.
Canada Life Sustainable Target Date Funds are available through a group variable annuity policy issued by The Canada Life Assurance Company.