Thoughtful Canadians Invest with Purpose Tax Portal FR with Our Story Our Team Careers Press 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. 1 Proactive risk protection. 2 ESG always. 3 Transparency and choice. 4 Value for money. 5 Your take home. 6 Our history at a glance 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 Our total assets under management crosses over $10 billion. November, 2019 Our total assets under management crosses over $8 billion. October, 2019 We launch the Purpose Structured Equity Yield Portfolio, giving investment advisors a simple new way to replicate the returns of structured notes. October, 2019 We announce we’re one of the first firms in the world to embed Environmental, Social and Governance (ESG) principles across our entire investment process. April, 2019 Our 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 We launch 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 We acquire assets from LOGiQ Asset Management. Experienced portfolio managers Greg Taylor and Sandy Liang join our team. May, 2017 OMERS invests in Purpose with a strategic partnership to support our vision and accelerate growth. September, 2016 We acquire Redwood Asset Management and build expert active management into core areas, including preferred shares and emerging markets. January, 2016 We launch the Purpose Premium Yield Fund, expanding our line-up of alternatives with the addition of an income-generating options strategy. February, 2015 We surpass $1 billion in assets under management. October, 2014 We launch Purpose Multi-Strategy Market Neutral Fund and expand our 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. We launch our mission to be the firm where thoughtful Canadian investors create meaningful success. Purpose Investments is a subsidiary of Purpose Financial Want to talk We'd love to hear from you. Contact Us About us Our Story Our Team Careers News Partner Funds Legal Disclaimer Accessibility Privacy Policy Fund Documents Terminated Funds © 2021 Purpose Investments Inc. All rights reserved.