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Creating A Profitable Personal Values-Based Portfolio


          Ron
        Robins
          MBA

       Founder
      & Analyst

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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...


The Web This Site

Editorials

 

Shareholder Values

 
"Almost three-quarters of investors (74 percent) would be more likely to work with an advisor who could give them competitive investment returns from investments that also made a positive impact on society and 65 percent of investors would be more likely to stay with an advisor who could discuss responsible investing with them."
--
TIAA Global Asset
    Management
(USA)
    May 2016

"92% of Canadians say that it's important to choose investments that are aligned with their values. By contrast, only 14% of advisors raised the topic of RI [responsible investing] with their clients."
--
Deb Abbey referring
    to 2014 NEI study
    Investment
    Executive
   
(Canada) April 2015

"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

 

Selected Events

Impact Investing Forum 2017, April 23-25, 2017, Boca Raton, USA.
"As we move to the next generation of investors, we are going to find companies aligning their beliefs, operation, and communication strategies with that of the Millennials. The Impact Investing Forum will look at many of the asset classes that encompass this space."

Impact Capitalism Summit, April 25-26, 2017, Chicago, USA.
"The Summit is an excellent forum to develop relationships, to gain insight into successful strategies across industry segments and to learn from leaders who are mainstreaming impact investing."

The Ceres Conference, April 26-27, 2017, San Francisco, USA.
"Join us at the Ceres Conference 2017... as we hear from leaders... [and] major corporations... integrating innovative sustainable solutions and adding value for investors and consumers, while protecting the health of the planet and its people."

The Responsible Finance & Investment Summit, May 3-4, 2017, Zurich, Switzerland.
"This... Summit brings together key stakeholders within responsible finance to build connections to new growth opportunities and more measurable impact. The Summit will play a vital role in connecting representatives from across the responsible finance industry to build on the growing cooperation between SRI, ESG and Islamic finance."

Cleantech Forum Europe, May 16-18, 2017, Helsinki, Finland.
"Now in its 13th year, Cleantech Forum Europe continues to be the place to create connections, to connect the dots across multiple industrial sectors being disrupted by information, bio and clean technology innovations, and to enjoy the annual Forum Awards dinner, the gathering of the leading upstarts, investors and incumbent corporations in ever more glamorous settings!"

Canada's 2017 RIA Conference, June 1-2, 2017, Vancouver, Canada.
"Join over 300 delegates from Canada and around the world at the 2017 RIA Conference, the premier event in Canada for responsible investment professionals... Delegates include financial advisors, mutual fund companies, financial institutions, investment management firms, ESG research firms, consultants, community development organizations and asset owners such as pension funds & foundations."

Investing for Impact, June 7, 2017, New York City, USA.
"Call it green, responsible, sustainable, SRI, or ESG, there are many ways to invest for profit and positive impact. Attending a regional Investing for Impact event can help you understand the valuable resources available, develop the confidence to talk about investment impact and performance, create deeper relationships with investors based on trust and common values, and assist investors to make more informed, more impactful choices."

Green Bonds Europe 2017, June 19, 2017, London, UK.
"Environmental Finance is delighted to announce that its seventh annual Green Bonds Europe conference will take place on 19 June at the Hilton Tower Bridge Hotel in London. It’s been a blockbuster 2016 for the green bond market, with more than double the value of issuance of 2015, credit ratings agencies joining the market, with new geographies and industry sectors coming to market for the first time, innovative bond structures being launched and significant pricing advantages being reported."

Global Sustainable Finance Conference (GSFC), July 13-14, 2017, Karlsruhe, Germany.
"The GSFC, which is being held annually since 2011, is the premier and distinctive international platform for proposing practical measures for the sustainability transformation of financial institutions. During the upcoming conference, the senior leadership of financial institutions and other stakeholders will meet to examine emerging trends, find answers to pressing challenges and discuss the shaping of 21st century banking and finance."

Investing for Impact, July 18, 2017, Boston, USA.
"Call it green, responsible, sustainable, SRI, or ESG, there are many ways to invest for profit and positive impact. Attending a regional Investing for Impact event can help you understand the valuable resources available, develop the confidence to talk about investment impact and performance, create deeper relationships with investors based on trust and common values, and assist investors to make more informed, more impactful choices."

Impact Capitalism Summit, July 19-20, 2017, Nantucket, USA.
"The Impact Capitalism Summit is for family offices, high net worth individuals, and family foundations deploying capital across asset classes for return and impact."

TBLI CONFERENCE NORDIC 2017, September 28-29, 2017, Stockholm, Sweden.
"What to expect • A carefully curated program tailored for both ESG and Impact Investors • Practical Workshops with case studies, market analysis and lessons learned • Interactive TBLI Masterclasses on opportunities, innovation and risks • High-Level Plenary Sessions with seasoned ESG investors, entrepreneurs, CSR and SRI specialists • Entrepreneur Pitching Salon featuring pre-qualified businesses."

#AllinForImpact, November 1-3, 2017, San Diego, USA.
"The SRI Conference - on Sustainable, Responsible, Impact Investing serves thought leaders, investors, and investment professionals in the ESG, Shareowner Advocacy, and Impact Investing space... Now in our 27th year, The SRI Conference continues to offer a robust agenda covering innovative financial products, emerging topics, and compelling industry issues as well as its legendary networking opportunities."

 

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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 spiritual investing, 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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