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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

 
FOR IMMEDIATE RELEASE
Promoting September 18 and November 27, 2004 workshops. (Limited distribution -- particular business and financial media.)

Investing for the Soul Workshop
Empowers Investors

Toronto, Ontario -- "This is the only workshop I know that shows investors how to easily integrate their inner values with investing," says Frank Miotto, a successful Toronto financial advisor.

"Envisioning the Future for Profit & Fulfillment," is an extraordinary new workshop being offered in Toronto, on September 18, and again on November 27, by Investing for the Soul. The workshop provides investors with unique tools that help them to define and apply their specific spiritual, ecological and other cherished values to investing decisions.

 

This workshop accomplishes its goals as its participants peer into the future economy, revealing industries which reflect higher human values. By the end of the six-hour session, participants have created a personal 'big vision' investment picture that imbibes their most prized values. They can then take this vision to their investment advisor and transform it into a real investment portfolio.

Incorporating our prized values in investing does not mean sacrificing investing profits either. Using Morningstar ranking data, The Social Investment Forum (U.S.) showed that mutual funds applying social and environmental screening criteria consistently outperformed mutual funds generally in the years 2001 to 2003. Similarly in Canada, the screened Jantzi Social Index has usually outperformed its unscreened Toronto Stock Exchange index equivalents since it's formation in January 2000.

Typical of the remarks of participants who have taken this workshop are those of Marsha Lecour, an educator. She says, "This was the first workshop that I have attended that has provided me with a basis of investing financially for the soul -- this is a very timely workshop."

Studies in the United States by MMA Praxis and from GlobeScan in Canada, show that the vast majority of investors want their investment portfolios to reflect their personal values. Yet, most investment advisors and financial planners fail to bring-up the subject of personal values with their clients. In part, this could be because they are usually ill-equipped to engage in such discussions.

As Frank Miotto says, "I highly recommend this workshop for both investors and investment advisors alike. Advisors should take it to better service their clients."

Again, the workshop is being offered twice in the fall of 2004 in Toronto -- on September 18 and on November 27. Sessions run from 9:30am to 4:30pm, at the Novotel Toronto North York Hotel, 3 Park Home Avenue (at Yonge Street), North York, Ontario, Canada. Fee: if paid three weeks before workshop date, CDN$89 (plus 7% GS Tax), thereafter CDN$119 (plus 7% GS Tax). Fee can also be paid in U.S. dollars. Apply now at
http://investingforthesoul.com or call 705-635-3034.

Investing for the Soul was founded by Ron Robins on May 4, 2003, in Toronto, Ontario, to help investors bring their higher values into investing decisions. Since then several successful pilot workshops were offered prior to launching "Envisioning the Future for Profit & Fulfillment" in 2004. Two additional workshops are in preparation. They are "Successful Investing Demands Higher Spiritual Consciousness," and "Finding Investments for Superior Profits." Mr. Robins is also working on a book with the title, "Investing for the Soul: Investing for Superior Profits and Spiritual Fulfillment."
 

Contact:
Ron Robins, MBA,(Founder)
Telephone: 416-932-9380
E-mail:    ronr@investingforthesoul.com
Website:   http://investingforthesoul.com
Press
kit: http://investingforthesoul.com/Media/Press%20Kit.htm
 

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Disclaimer: This website does not make investment recommendations. Nothing in this site should be interpreted as a recommendation or solicitation to buy/sell any securities or investments. Investing for the Soul is a source of general information and resources for spiritual investing, ethical investing, and socially responsible investing (SRI). Investors should consider their actions thoroughly and consult their financial advisers and other professionals, prior to taking any investment action. This website does not necessarily agree with the opinions expressed in articles on its pages or offered on the web pages to which it might be linked. Such opinions are the responsibility of the writers themselves. Furthermore, this site does not offer or provide any warranties, representations, guarantees, implied or otherwise, as to the accuracy, legality, copyright compliance, timeliness or usefulness of the information, materials or services on this, or other sites, to which it is linked. Also, Mr. Ron Robins is not an investment advisor, nor is he licensed with any professional investment related body, and thus is not able to, nor does he make, any investment recommendations.

 

Investing for the Soul is a registered business name in the Province of Ontario, Canada.

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