Ron
   Robins
     MBA

 Founder
& Analyst

Media Coverage of
Investing for the Soul

• BNN (Business News Network)

• MarketWatch

• The Financial Post

• Rogers Television's Money Line

• CBC Radio One's Metro Morning

• 680 News Radio

• New Directions Magazine

• Environmental News Network Radio

• The Catholic Register
                    More...

Editorials

• 'Best In Class' Focus Provides Premium Returns
• Blogs for Ethical Investors
• Voluntary Simplicity? An Ethical Investing Perspective
• Can SRI Ratings Predict Stock & Portfolio Performance?
• Can SRI Ratings Predict Corporate Behaviour?
• Investing Returns: Virtue vs. Sin
• We Need Mandatory Corporate Social Responsibility (CSR) Reporting
• Top Ethical Investing Indices: A Global Overview
• Advisor: KNOW Your Client. Know their values!
• LOHAS - opportunities for ethical investors
• Everyone becoming a Cultural Creative
• Retiring the GDP (Gross Domestic Product)
• The Media & Government Statistics
• Unethical US Job Numbers?
• Unethical Statistics – the US consumer price index?

Shareholder Values

 
"Of the 1,003 investors surveyed, nearly half (49%) said that over the next 12 months they were likely to invest in a company or mutual fund looking to provide solutions for environmental problems."
-- Allianz Global Investors
    (USA) January 2008

"The survey finds that three-quarters of those interested in finding out more about the ethical credentials of a financial product or service said they are likely to take this into consideration when next buying a financial product or service."
-- Ipsos MORI/EIRIS
    (UK) November 2009

"... nearly half of all [Canadian] advisors said their clients had initiated discussions about ESG [environmental, social and governance] investments."
-- VenGrowth Assset
     Management Inc.
    (Canada) October 2008

Our Services (see also workshops)

For Individual Investors:

• Tutorial: Finding Stocks That Reflect Your Values - is for investors wanting to learn how to find stocks that are good to invest in and reflect their personal values. This is a one-on-one service with an expert analyst. Sessions conducted by phone and over the internet.

For Licensed Investment Advisors, Financial Planners & Portfolio Managers:

As an investment professional, ask yourself:

• Do you want your clients learning about ethical investing, green funds, etc., from you?
   
• Do you want to avoid the risk of giving inappropriate advice to your clients because you do not know their personal values?
   
• Do you want to gain a competitive edge vis-à-vis other investment professionals?
   
• Do you want clients who are stable and less volatile when markets go awry?
   
• Do you want more satisfied clients providing even more referrals to you?

Answer yes to any of these questions – and we can help you!

Our services include (web based or in person):

• Workshops - to help introduce you, your team, or your clients, to ethical investing and/or other personal values-based investing approaches.
   
• Tutorial: Finding & Evaluating Stocks That Reflect Personal Values -- for licensed investment professionals wanting to learn how to find stocks that are good to invest in and reflect a particular set of personal values that they, or their clients, have chosen.
   
• Company Research Service - saves the investment professional time and energy by having us do the research in finding companies that match a particular set of personal values. We provide company specific assessments and information related to the personal values that have been selected. Please note though, that such personal values based assessments are not to be construed as investment opinions.
   
• Portfolio Audit Service - we can help determine for the owner of any given portfolio, as to whether or not a particular set of personal values are properly reflected in the holdings. We provide specific assessments and information pertaining to each company in the portfolio, as related to the particular personal values that have been selected. Please note though, that such personal values based assessments are not to be construed as investment opinions.

For Companies:

• We offer specially designed workshops for managers and employees that show staff how to locate and research investments that could emulate their own individual values. For details please Contact Us.