Media Coverage of
Investing for the Soul

• Wall Street Journal
• MarketWatch
• BNN (Business News Network)
• The Financial Post
• Rogers Television's Money Line
• CBC One's Metro Morning
• 680 News Radio
• Environmental News Network
• The Catholic Register
• More...

Editorials

• Sustainability Profits Companies
• ESG Yields Profits
• Does Corporate Social Responsibility Increase Profits?
• Short Term Gain, Long Term Pain,
• India, Ancient Economic Behemoth, to Overtake China
• Frugality: A New Normal for Developed World Consumers
• Invest Ethically for ‘All Good’ Returns
• Investors Rush to Cash In on Climate Change
• Can US Bankers and Politicians be Truthful?
• Ethical Investors Successfully Engage Companies and Governments
• Religion: A Force in Ethical & Green Investing
• Unethical Investing By Charities
• Investing Ethically?
• The Rise of Islamic Finance
• US Government and Financial Elites Deceive Us
• The Ethics of Gold
• Unethical Statistics Lead Us Astray
• See all...

Shareholder Values

 
"70% increase since 2007 in the number of investors capitalizing on environmental trends [and] 54% of investors plan to invest in environmental technology over the next year."
-- Allianz Global
    Investors
    (USA) February 2010

"Canadian investors are generally favourable towards SRI. A third (32%) said they are 'very' or 'somewhat' interested. [Another] 55 per cent indicated that they would consider SRI if the return was 'as good or better' than other investments... The majority of investors surveyed view SRIs as 'futuristic' (78%) and 'a win-win for the individual and society' (77%)."
-- Ipsos Reid/
    Standard Life
    (Canada) October 2011

"European HNWI [High Net Worth Individuals] Sustainable Investment market... approximately €729 billion, representing an average of about 11% of European HNWIs’ portfolios as of December 31, 2009. This is a growth rate of 35% over the two-year period since the data was previously collected."
-- Eurosif
    (EU) September 2010

Portfolio Audit Services

This one-of-a-kind service helps the licensed investment professional create portfolios that reflect the personal values of clients.

Please note though, that our personal values-based assessments are not to be construed as investment opinions.

Here is how it works:

• We send you a simple questionnaire, asking questions about the personal values you or your client want reflected in the portfolio.
   
• You send us back the completed questionnaire and a list of the portfolio holdings.
   
• We send back to you our findings, commenting on how closely, or not, these investments reflect the personal values given to us.
   
• If you or your client desire additional assistance in locating companies that may better marry with the personal values provided, then please engage our Companies Research Service. (For samples of our research work see Whole Foods Market, Inc. and Lifepoint Hospitals Inc.)

For fees and more details, please call 705-635-3034 or request information by using our Contact Us form.