Knowledge is the key to investment success. The Investment Insights Centre can help you better understand the world of investing and make more informed decisions with access to insights, market updates, tools and perspectives of investment experts from around the world.
As the global economy embraces sustainability issues, companies that most effectively manage their sustainable practices will be better positioned for long-term success. Factors such as environmental, social and governance – otherwise known as “ESG” – speak to the state of our environment, the well-being of society and corporate behaviour. Recognizing that ESG factors are interconnected and have implications for investors is key to how we invest. The following reports explore the connectivity between environmental, social and governance topics with investing. The better we understand ESG, the bigger the role it can play in our investment portfolios — and contribute to a better world.
Learning About ESG:
Think Future 2023
Experts at HSBC share their outlook across global equity, fixed income and multi-asset markets.
Gain insights into what's ahead for local markets.
HSBC Hexagon Webinar Series
Hear from HSBC professionals as they provide their latest views on the global economy and investment markets.
Market Outlook 2023 (February 6, 2023):
Key insights into market events from some of HSBC’s leading investment experts
Current views on asset classes around the world
World Selection Portfolio®¹
This report provides details on market conditions and a portfolio update for our “flag-ship” discretionary investment solution.
What kind of investor are you?
No matter your comfort level with investing, there’s an approach that’s right for you.
Focus on Financial Goals
Focus on financial goals - not market ups and downs.
Myth #1: "Investing is too risky"
Some common myths and misconceptions related to investing.
Myth #2: “Investing is only for rich people”
It’s never been easier for anyone to invest, even if money is tight.
Benefits of Managed Solutions
Maximize your return potential and minimize risk with a diversified Managed Solution
The Advantage of Goal Planning
Goal planning helps you identify and prioritize what you want from your financial future.
1 Important information on sustainable investing
“Sustainable investments” include investment approaches or instruments which consider environmental, social, governance and/or other sustainability factors (collectively, “sustainability”) to varying degrees. Certain instruments we include within this category may be in the process of changing to deliver sustainability outcomes.
There is no guarantee that sustainable investments will produce returns similar to those which don’t consider these factors. Sustainable investments may diverge from traditional market benchmarks.
In addition, there is no standard definition of, or measurement criteria for sustainable investments, or the impact of sustainable investments (“sustainability impact”). Sustainable investment and sustainability impact measurement criteria are (a) highly subjective and (b) may vary significantly across and within sectors.
HSBC may rely on measurement criteria devised and/or reported by third party providers or issuers. HSBC does not always conduct its own specific due diligence in relation to measurement criteria. There is no guarantee: (a) that the nature of the sustainability impact or measurement criteria of an investment will be aligned with any particular investor’s sustainability goals; or (b) that the stated level or target level of sustainability impact will be achieved.
Sustainable investing is an evolving area and new regulations may come into effect which may affect how an investment is categorised or labelled. An investment which is considered to fulfil sustainable criteria today may not meet those criteria at some point in the future.
HSBC Investment Funds (Canada) Inc. (“HIFC”) is a direct subsidiary of HSBC Global Asset Management (Canada) Limited (“AMCA”) and an indirect subsidiary of HSBC Bank Canada, and provides its services in all provinces of Canada except Prince Edward Island. AMCA is a wholly owned subsidiary of, but separate entity from, HSBC Bank Canada. HIFC has not independently verified the information and makes no guarantee or representation of, and accepts no responsibility or liability for, its accuracy or completeness.
AMCA is the manager and primary investment advisor for the HSBC Mutual Funds. HIFC is the principal distributor of the HSBC Mutual Funds. HSBC Mutual Funds are also distributed through authorized dealers. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Except as otherwise noted, the indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemptions, distributions or optional charges or income taxes payable by any unit holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Where overseas investments are held the rate of currency exchange may also cause the value of such investments to fluctuate. Investments in emerging markets are by their nature higher risk and potentially more volatile than those inherent in some established markets. The value of the underlying assets is strongly affected by interest rate fluctuations and by changes in the credit ratings of the underlying issuer of the assets. Any compounded rates of returns are used only to illustrate the effects of the compound growth rate and are not intended to reflect the future values of the HSBC Mutual Funds or returns on investment.
™ HSBC Wealth Compass is a trademark of HSBC Group Management Services Limited. HSBC Wealth Compass is an online service offered by HIFC which allows clients to discover their investor profile, receive a personalized investment recommendation and apply to start investing in mutual funds.
HSBC World Selection® Portfolio is a portfolio investment service offered by HSBC Investment Funds (Canada) Inc. (“HIFC”). In this service, a client’s assets are invested in model portfolios. Each model portfolio is comprised of investments in HSBC Pooled Funds, which are mutual funds managed by HSBC Global Asset Management (Canada) Limited (“AMCA”) and distributed by HIFC. AMCA provides discretionary investment management services to the portfolios in the HSBC World Selection Portfolio service. Commissions, trailing commissions, management fees, investment management fees and expenses all may be associated with investments in the HSBC Pooled Funds and/or the HSBC World Selection Portfolio service. Please read the applicable account opening documentation associated with HSBC World Selection Portfolio, the prospectus and Fund Facts of the HSBC Pooled Funds in which investment may be made under HSBC World Selection Portfolio service before applying for the HSBC World Selection Portfolio service. The HSBC World Selection Portfolio service and the HSBC Pooled Funds are not guaranteed or covered by the Canada Deposit Insurance Corporation, HSBC Bank Canada, or any other deposit insurer or financial institution, their values change frequently and past performance may not be repeated. For money market funds, there can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you.
® World Selection is a registered trademark of HSBC Group Management Services Limited.
The Private Investment Counsel service is a discretionary portfolio management service offered by HSBC Private Investment Counsel (Canada) Inc. (HPIC). Under this discretionary service, assets of participating clients will be invested by HPIC or its delegated portfolio manager, HSBC Global Asset Management (Canada) Limited (AMCA), in securities, including but not limited to, stocks, bonds, mutual funds, pooled funds and derivatives. Commissions, management fees, custodial fees and expenses all may be associated with the use of the Private Investment Counsel service. Neither the Private Investment Counsel service nor any of the securities purchased as part of the Private Investment Counsel service are guaranteed or covered by the Canada Deposit Insurance Corporation, HSBC Bank Canada, or any other investor protection fund or deposit insurer. The value of an investment in or purchased as part of the Private Investment Counsel service may change frequently and past performance may not be repeated. HPIC is a wholly owned subsidiary of, but separate legal entity from, HSBC Bank Canada and provides its services in all provinces of Canada, except Prince Edward Island. AMCA is a wholly owned subsidiary of, but separate entity from, HSBC Bank Canada.
HSBC InvestDirect is a division of HSBC Securities (Canada) Inc., a wholly owned subsidiary of, but separate entity from, HSBC Bank Canada. HSBC Securities (Canada) Inc. is a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund. HSBC InvestDirect does not provide investment advice or recommendations regarding any investment decisions or securities transactions.
All products and services of HIFC, AMCA, HIDC and HPWS are only available for sale to residents of Canada, unless the laws of a foreign jurisdiction permit sales to its residents. Please contact an HSBC Mutual Fund Advisor or HPWS Investment Counsellor for more details. The contents of this page should not be considered an offer to sell or a solicitation to buy products or services to any person in a jurisdiction where such offer or solicitation is considered unlawful.
This material is for information purposes only and is not intended to provide specific financial, legal, tax, investment or other advice, and should not be relied upon in that regard. You should not act or rely on the information without seeking the advice of a professional. Please consult your tax advisor to find out which strategies best suit your tax situation. Registered plans for individuals are subject to specific limits, tax implications and restrictions which can be found on the CRA Savings and pension plans webpage.
References to the 'HSBC Group' are references to HSBC Holdings plc its subsidiaries and affiliated companies. HSBC Holdings plc is a public limited company registered in England and Wales under Company Register Number 617987 and with its registered office at 8, Canada Square, London, England E14 5HQ.
No part of this web page may be reproduced, stored in a retrieval system, or transmitted, on any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of HSBC Investment Funds (Canada) Inc.