Ethical Investing: Investor & Advisor Education
(Note: For investors and advisors interested in learning about
ethical investing, socially responsible investing, and
spiritual or environmental investing, we have our own
Ethical Investing Workshops and on-line
Ethical Investing Services.)
Useful information can be gained from these
websites. However, be alert to their biases. Most are privately funded.
Suggested websites are denoted with an asterisk (*).
Funds - know what you own
Calvert here has a tool whereby US mutual fund investors
can easily screen any US mutual fund on thirteen issues
that are important to them. However, users should note
that they do also promote their own funds here too.
for Economic Education (CFEE) (Can.)
"CFEE aims to identify, and help impart, the
fundamental concepts of economics, enterprise,
entrepreneurship, and personal finance that must be
factored into the decisions and actions we face in our
"This web site is dedicated to investment fund
investor education and protection. The multi-billion
fund industry plays a key role in the savings and
retirement plans of millions of Canadians. Many industry
practices provide beartraps for the unsuspecting
investor and securities regulations have not kept up
with the pace of change in the industry."
This site aims to arm investors against financial scams.
For investing terms and short web-based courses on investing.
An advocate for higher ethics and transparency in Canadian investments.
"We provide free tools and data to investors who use the services of
the four types of financial professionals: Financial Planners, Financial
Advisors, Money Managers, Registered Representatives, and Insurance
Agents. Our tools help investors select new advisors, monitor current
advisors, and replace under-performing advisors."
Journal of Environmental Investing, (U.S.A.)
"The Journal of Environmental Investing (JEI) is an
inter-disciplinary, peer-reviewed, open-access journal that presents
original research in all areas at the intersection of the environment
committed to changing the way society understands the purpose, potential
and challenges of financial
Shareholder Association for Research and Education (Can.)
Canadian not-for-profit organization
helping pension funds to build sound investment practices, to protect the
interest of plan beneficiaries and to contribute to a just and healthy society.
"ShareOwners.org is working to help promote market fairness for
investors like you and me. This is our chance to have a real voice by
Protection Association (Can.)
"A volunteer member organization committed to fair practice in the
The Financial Pipeline
education and understanding.
For investing terms and short web-based
courses on investing.
"The RI Academy program provides a comprehensive curriculum in
responsible investing. The curriculum covers various environmental,
social and corporate governance factors and their investment relevance.
The curriculum is comprised of several pathways depending on the level
of required specialisation."
"...provide[s]...financial advisers, money managers, and financial planners
with objective news, tools, and information products you need to help
you better serve your clients."
Social Investment Forum
The UK Social Investment Forum now offers a free on-line course for
UK financial advisors interested in green and ethical investments.
The US SIF Foundation is now offering a course to familiarize and encourage more
investment/financial advisors about socially