Purpose Investments

with

Som Seif

We started with a blank piece of paper. After years of experience in the industry, we knew there was a way to make success more meaningful. Using our collective wisdom as a starting point, we sketched out how to build a business that would re-imagine the way asset management works and become the leader that our industry and peers would need to look up to.

Founded on values from day one

We believed there was a way for an investment firm to put customers at the centre of everything it did. We could create success that would matter for real people and improve their lives for the better. And we could do it by finding new ways to drive superior performance while being a “positive utility” in society.

Through our core mission, we create success for investors like you. We do that by caring genuinely about the same things you do.

Since day one, our principles have been our north star. Our approaches to risk management, outcome orientation, accessibility, sustainability and transparency broke new ground. We've proactively added modern, trail-blazing approaches to reflect our values and ensure that our core mission measures up to the bar we've set for ourselves.

To do that, we’re not only leading a different way to think about investing. We're showing how a modern investment firm can discover different ways to think, and ultimately creating the type of investment experience we’d want for ourselves.

Som Seif

CEO & Founder

The principles of Purpose

Our principles live at the heart of everything we do. Together they guide how we build the firm where thoughtful Canadians invest.

Outcomes over benchmarks.

Your life isn’t based on beating a benchmark. We help you realize success through the individual outcomes that matter to you. Our team of investment professionals has seen it all, so we know that long-term outcomes are more meaningful than short-term metrics.

1

Proactive risk protection.

We guard our clients against risk by adding a layer of care in everything we do. We all know that markets will rise and markets will fall. None of us can change this. However, we can give you more comfort along the way.

2

ESG Conscious.

We do not believe investors should have to sacrifice returns for sustainability. This is why we integrate environmental, social, and governance factors into a specific subset of our fund lineup where we believe it fits well with the investment strategy. In these cases, when we allocate capital for investors, we seek to generate returns based on performance while also considering the risks and opportunities arising from ESG factors.

3

Transparency and choice.

Our investment strategies, approaches and results are open for you to see. Find a strategy that suits you best: whether it’s a mutual fund or ETF, we’re agnostic so you can choose how you want to invest.

4

Value for money.

When you focus on meaningful outcomes and the person behind the investment, a quality strategy will always be worth it in the end. We continuously look to offer our clients attractive fees and, most importantly, we know our products are priced fairly for the quality of strategy they offer and the strength of returns they deliver.

5

Your take home.

Ultimately what matters is the dollars that end up in your pocket. Our funds are structured to maximize your tax-efficiency, using elegant and proven approaches.

6

Our history at a glance

March 2024
Purpose's total assets under management crosses over $20 billion.
April 2023
Purpose launches Private Assets, Canada’s first alternative investments platform
December 2022
Purpose launches Yield Shares, the world’s first yield-focused single-stock ETF suite.
December 2021
Purpose crosses $14 billion in assets under management.
August 2021
Purpose and Richardson Wealth deepen relationship with new asset management partnership.
July 2021
Purpose launches Longevity Pension Fund, the first income-for-life mutual fund to Canadian retirees.
April 2021
Purpose launches the word’s first physically settled Ether ETF.
March 2021
Purpose Bitcoin ETF assets under management crosses over $1 billion.
February 2021
Purpose launches the world's first physically settled Bitcoin ETF.
February 2021
Allianz invests in Purpose to support accelerated growth and expand product development.
November 2020
Purpose's total assets under management crosses over $10 billion.
November 2019
Purpose's total assets under management crosses over $8 billion.
October 2019
Purpose launches the Purpose Structured Equity Yield Portfolio, giving investment advisors a simple new way to replicate the returns of structured notes.
April 2019
Purpose's cash funds reach $2 billion in assets under management.
October 2018
Purpose High Interest Savings ETF becomes our first fund with $1 billion in assets under management.
September 2018
Purpose Core Dividend Fund becomes one of our first funds to reach its 5-year anniversary.
June 2018
Purpose launches Canada’s first global, multi-manager private debt solution, Purpose Specialty Lending Trust.
March 2018
Redwood fully joins Purpose as we re-brand their funds and create a full suite of optimized strategies for investors.
December 2017
Purpose acquires assets from LOGiQ Asset Management. Experienced portfolio managers Greg Taylor and Sandy Liang join.
May 2017
OMERS invests in Purpose with a strategic partnership to support our vision and accelerate growth.
September 2016
Purpose acquires Redwood Asset Management and build expert active management into core areas, including preferred shares and emerging markets.
January 2016
Purpose launches the Purpose Premium Yield Fund, expanding our line-up of alternatives with the addition of an income-generating options strategy.
February 2015
Purpose surpasses $1 billion in assets under management.
October 2014
Purpose launches Purpose Multi-Strategy Market Neutral Fund and expand line-up of alternative investments. For the first time, individuals have access to strategies usually reserved for institutional investors.
September 2013
Purpose Tactical Hedged Equity Fund becomes one of the first alternative strategies to be widely available to all Canadian investors.
December 2012
Purpose Investments is born with the mission to be the firm where thoughtful Canadian investors create meaningful success.

Purpose Investments is a subsidiary of Purpose Unlimited