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Investing in a healthy future: the need to align money and mission at Great-West, Manulife, and Sun Life

As public health impacts from fossil fuel combustion and climate change intensify, there is a critical opportunity for Canadian lifecos to advance their net-zero commitments and align their money with their core mission: protecting policyholder health.

BloombergNEF recommends that investment portfolios allocate at least 4.8 times more capital to low-carbon energy than to fossil fuels by 2030 to remain consistent with a 1.5°C warming pathway. Our analysis shows that the major Canadian lifecos fall short of this benchmark:

  • Manulife invests roughly $2 of its client premiums in renewables for every $1 in fossil fuels; (estimate)
  • Sun Life invests at a ratio of 0.9:1; (estimate)
  • Great-West Lifeco trails at 0.28:1.(company data)

These lifecos can declare ambitions to increase their own investments in renewables and climate solutions, thereby progressing towards their net-zero commitments and also supporting their policyholder health. This would bring them in line with a growing number of their peers, including AXA IM, Allianz, RBC, National Bank, and the Co-operators.

The report outlines concrete strategies for investors engaging with lifecos.

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