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Investing for the Soul

 

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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 environmental media.)
 
Investing for the Soul Workshop
Empowers Green Investors

Toronto, Ontario -- Investors everywhere want a better world, but have great difficulty in discovering how to invest in ways that help to create it. Now in Toronto, on September 18, and again on November 27, Investing for the Soul offers an extraordinary new workshop that solves this problem. It gives investors the chance to peer into the future economy, revealing industries that reflect higher human values.

In addition, this workshop, "Envisioning the Future for Profit & Fulfillment," provides investors with unique tools. These tools will help them to define and apply their specific ecological, spiritual, and other cherished values to investing decisions. By the end of this six-hour workshop, participants will have created a 'big vision' investment picture that incorporates their highest values. They can then take this vision to their investment advisor and transform it into a real investment portfolio and thereby make their contribution to the creation of a better world.
 
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.

The "Envisioning the Future for Profit & Fulfillment" workshop continues to gain traction due to the enthusiasm of its course participants. As Marsha Lecour, an educator, writes, "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 are ill-equipped to engage their clients in such discussions.

Frank Miotto, a successful financial advisor in Toronto, has this to say about our workshop and its benefits for investors and those in his profession, "I highly recommend this workshop for both investors and investment advisors alike. Advisors should take it to better service their clients."

The workshops again are on September 18 or November 27, 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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