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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


About Investing for the Soul
Founded in 2001

This site provides vital information and services to help all investors concerned about ethics, the environment, personal-spiritual development, and so forth, to do better as investors.

And the accumulating huge body of evidence suggests that outperformance of investment returns is often possible by employing such values-based investment strategies. (See Ethical Investing Studies/Research).

Helping you accomplish your goals and available on our website are many pages that include: Ethical Investing News And Commentary, Article Archives, Editorials, Books, and Research Links.

Also, be sure to subscribe to our free monthly e-newsletter, The Soul Investor, where you will receive all the latest relevant news.

However, to truly gain the benefits of a personal values approach, participate in the valuable services listed below.

Services for Investors, Investment Professionals,
& Companies

For investors we show you how to find and research companies and investments that best reflect your own personal values. This is easily and enjoyably accomplished through our unique and highly praised tutorials: DIY Ethical-Sustainable Investing Pays Tutorial and Tutorial: Creating A Profitable Personal Values-Based Portfolio.

For licensed investment advisors, financial planners, and portfolio managers, we can help you find investments and create portfolios that reflect personal value preferences. This is achieved through an array of original specialized services that includes a Tutorial: Finding & Evaluating Stocks That Reflect Personal Values, a Company Research Service, a Portfolio Audit Service and specialist workshops to orient your clients/staff to ethical or values-based investing.

For companies, we can offer specially designed workshops/webinars for managers and employees that show staff how to locate and research investments that could emulate their own individual values. For details please Contact Us.

Please note though, that we do not offer investment advice.

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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.


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

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