Media Coverage of
Investing for the Soul

• Wall Street Journal
• MarketWatch
• 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
• More…

Editorials

• Do-It-Yourself Ethical Investing Pays!
• How Ethics Benefits Corporate Profits
• Is Ethical Investment Failing To Keep Up?
• The Goldman Ethics Fuss
• Sustainability Profits Companies
• ESG Yields Profits
• Does Corporate Social Responsibility Increase Profits?
• Short Term Gain, Long Term Pain,
• India, Ancient Economic Behemoth, to Overtake China
• Frugality: A New Normal for Developed World Consumers
• Invest Ethically for ‘All Good’ Returns
• Investors Rush to Cash In on Climate Change
• Can US Bankers and Politicians be Truthful?
• Ethical Investors Successfully Engage Companies and Governments
• Religion: A Force in Ethical & Green Investing
• Unethical Investing By Charities
• Investing Ethically?
• The Rise of Islamic Finance
• US Government and Financial Elites Deceive Us
• The Ethics of Gold
• Unethical Statistics Lead Us Astray
• See all…

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
   (USA)
    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
    Investment
    Association (RIA)
    (Canada)
    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
    International
    (UK) June 2015

Our Services (see also workshops)

For Individual Investors:

• DIY Ethical-Sustainable Investing Pays Tutorial -- allows anyone -- even with no financial knowledge -- to easily learn in one hour how to create an ultra-low-cost ethical-sustainable stock portfolio.

• Tutorial: Creating A Profitable Personal Values-Based Portfolio -- is for investors to learn how to find profitable stocks reflecting their personal values.
  
  This is a one-on-one service with Ron Robins, founder and analyst, IFTS. Sessions are by phone, Skype or VOIP and over the internet.

For Licensed Investment Advisors, Financial Planners & Portfolio Managers:

As an investment professional, ask yourself:

• Do you want your clients learning about ethical investing, green funds, etc., from you?
   
• Do you want to avoid the risk of giving inappropriate advice to your clients because you do not know their personal values?
   
• Do you want to gain a competitive edge vis-à-vis other investment professionals?
   
• 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?

Answer yes to any of these questions -– and we can help you!

Our services include (web based or in person):

• Workshops -- to help introduce you, your team, or your clients, to ethical investing and/or other personal values-based investing approaches.
   
• Tutorial: Finding & Evaluating Stocks That Reflect Personal Values -- for licensed investment professionals wanting to learn how to find stocks that are good to invest in and reflect a particular set of personal values that they, or their clients, have chosen.
   
• Company Research Service -- saves the investment professional time and energy by having us do the research in finding companies that match a particular set of personal values. We provide company specific assessments and information related to the personal values that have been selected. Please note though, that such personal values based assessments are not to be construed as investment opinions.
   
• Portfolio Audit Service -- we can help determine for the owner of any given portfolio, as to whether or not a particular set of personal values are properly reflected in the holdings. We provide specific assessments and information pertaining to each company in the portfolio, as related to the particular personal values that have been selected. Please note though, that such personal values based assessments are not to be construed as investment opinions.

For Companies:

• We offer specially designed workshops 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.