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

Portfolio Audit Services

This one-of-a-kind service helps the licensed investment professional create portfolios that reflect the personal values of clients.

Please note though, that our personal values-based assessments are not to be construed as investment opinions.

Here is how it works:

• We send you a simple questionnaire, asking questions about the personal values you or your client want reflected in the portfolio.
   
• You send us back the completed questionnaire and a list of the portfolio holdings.
   
• We send back to you our findings, commenting on how closely, or not, these investments reflect the personal values given to us.
   
• If you or your client desire additional assistance in locating companies that may better marry with the personal values provided, then please engage our Companies Research Service. (For samples of our research work see Whole Foods Market, Inc. and Lifepoint Hospitals Inc.)

For fees and more details, please call 289-271-0873 or request information by using our Contact Us form.