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Shareholder Values

"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 is 67%."
-- Cerulli Associates
    October 2018

"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."
-- Responsible
    Association (RIA)
    June 2017

"70% of people [in UK] want to invest ethically but the financial services industry is failing to respond." Referencing research by Abundance.
-- Acquisition
(UK) June 2015

December 8, 2012

Is Ethical Investment
Failing To Keep Up?

"If you are saving for your retirement in an ethical pension fund you might well expect to have a say in where your money goes. Our research shows that almost two thirds of funds do not actually ask their customers about their ethical preferences. This may go some way towards explaining why traditional ’sin’ stocks like porn, gambling and alcohol continue to be regularly screened out of ethical funds while issues like human rights and environmental protection are less likely to be addressed."
--Matthew Butcher, December 8, 2012, FairPensions, UK

Yes, ethical funds should regularly survey their investors about their ethical preferences. However, I’m surprised that more ethical-SRI investors don’t just simply analyse their personal values and then with the help of a broker, find stocks that more closely mirror those values. And you can get reasonably good diversification with a portfolio of 10-15 stocks. Also, they’ll find their transaction costs a pittance compared to the MERs of funds and thus their long-term returns potentially higher. (Note: ethical ETFs usually have similar holdings to ethical funds, and have lower costs too.)

I believe what stops investors from doing this is that they are afraid of their advisors--who often can sell them only funds, not stocks--and they don’t know where to begin. I can help them with that.
--Ron Robins, Founder & Analyst - Investing for the Soul

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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 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.


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