Investing for the Soul
- Wall Street Journal
- 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
"Forty-five percent of U.S. households prefer an
environmental, social and governance (ESG) approach to
investing… Among those between the ages of 30 and 39,
this increases to 64%, and for those younger than 30, it
-- Cerulli Associates
"The vast majority of Canadian investors are
interested in responsible investments (RI) that
incorporate environmental, social and governance (ESG)
issues, and they would be more likely to choose
responsible investments if their financial advisor
suggested suitable RI options for them."
"70% of people [in UK] want to invest
ethically but the financial services industry is failing
to respond." Referencing research by Abundance.
(UK) June 2015
|August 12, 2008
Advisor: KNOW Your Client.
Know their values!
This editorial is of particular interest to
investment and financial advisors.
A U.S. survey by Allianz Global Investors early in 2008
showed that half of all investors were planning to
invest in environmental funds in the following twelve
months; in May a U.K. survey by F&C Investments found
about 88% of respondents felt that it was important for
companies to take environmental, social and governance
issues seriously. To benefit from these trends, an
astute advisor will want to truly know thy client,
implementing policies and activities that particularly
cater to their clients′ personal values.
As an advisor, ask yourself:
- Do you want your clients learning about ethical
investing, green funds, etc., from another advisor?
- Do you want the risk of giving inappropriate
advice to your clients by not knowing their personal
- Do you want to gain a competitive edge vis-à-vis
- 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?
For advisors new to ethical investing, green funds,
socially responsible investments, etc., the work to
become familiar with these areas may appear daunting.
However, there is lots of help out there for you. To
begin with, take the free online course for financial
advisors offered by the
UK Social Investment Forum. Though oriented to
British advisors, it offers valuable information and
assistance for advisors everywhere.
In addition, advisors can find help from the following
organizations. In the...
Also, here at Investing for the Soul, I now
offer the following uniquely valuable
services for advisors:
to orient you and your team to personal values
tutorials in finding and evaluating stocks
reflect personal values; a
company research service; and
portfolio audits that ensure holdings are in
compliance with the owners′ personal values.
This is a new era for advisors. The rule, know your
client, now means much, much more than before. A
paradigm shift is occurring in what clients want. Are
you ready for them? This site is here to help you.
© Ron Robins, 2008
Robins, MBA, is founder and analyst,
Investing for the Soul, (http://investingforthesoul.com/),
Huntsville, Canada. He advocates, writes and teaches on the subject of
ethical investing. To contact him, e-mail to
Ron Robins or call 705-635-3034.
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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
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
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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