Investing for the Soul
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"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
|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,
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
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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
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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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