Jantzi Research Inc. is an independent investment research firm that was formed in 1992. The firm evaluates and monitors the environmental, social, and governance (ESG) performance of global securities. Our clients consist of mutual funds, pension funds, money managers, investment advisors, foundations, religious orders, government, and others who integrate ESG criteria into the investment decision-making process. Whether our clients are focused on customized portfolios, engagement strategies, or are utilizing Jantzi Research as part of their risk/return analysis, Jantzi Research is a proven innovator of socially responsible investment (SRI) products, services and research tools.

Our global coverage is offered through research databases and our PortfolioEdge™ services. In addition to Jantzi Research's core research products, it also builds custom ESG criteria to client specifications in a way that ensures a balance between environmental or social themes and the investment manager’s ability to manage a diversified portfolio. Jantzi Research’s Best-of-Sector™ investment screening and research philosophy enables clients to work toward their social goals while maintaining their obligations and fiduciary responsibilities.

As part of its business focus to offer portfolio benchmarks to its clients, Jantzi Research launched the Jantzi Social Index on January 1, 2000. The index is a market capitalization-weighted common stock index consisting of 60 Canadian companies that pass a set of broadly-based social and environmental screens. Since inception, the index continues to outperform both the S&P/TSX Composite and the S&P/TSX 60.