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FREE Introductory DIY Ethical-Sustainable Investing Webinars
September 30, 4 pm EDT or October 10, 7 pm EDT


          Ron
        Robins
          MBA

       Founder
      & Analyst

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Media Coverage of
Investing for the Soul

 

  • Wall Street Journal
  • MarketWatch
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  • More...


The Web This Site

Editorials

 

Shareholder Values

 
"80% [of investors] are interested in sustainable investments that can be customized to meet their interests and goals."
--
Morgan Stanley
   (USA) August 2017

"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

 

Company Research Service
For Investment Professionals

This service saves the licensed investment professional time and energy by having us do the research in finding companies that match a particular set of subjective or personal values. Such values might include those related to sustainability, ethics, ESG., and so forth. We provide company specific assessments and information related to the personal values that have been provided.

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

This service is offered in one of two ways, either:

1) BASIC SERVICE – we are asked to do some specific research on a company or industry.

OR

2) COMPREHENSIVE SERVICE – we provide the client with a list of public companies in any specified industry that reflects a given set of subjective or personal values of interest to the client.

This is how the process works. (Please note we have guidelines and information to help the client at every step along the way.)

  • The client defines the values of interest to them. (Values might relate to sustainability, ethics, ESG, etc.). Then client selects the industries they are interested in.
     
  • We get back to the client with information of companies in those industries.
     
  • The client selects 2 or 3 companies in each industry.
     
  • We then do the research on those companies and forward to the client all relevant source and background information.
     
  • We show the client how to review the information we have provided with respect to the personal values given to us -- using a unique tool called the "Robins Life-Benefiting Scale." This provides a SUBJECTIVE quantitative measure for each company selected. 

This is a unique service and to our knowledge is not offered anywhere else.

Generally, 2 to 4 hours of work is required for each company researched. Proposed length of time spent on research, total fees, and form of payment, are agreed upon with client before we commence work.

For samples of our 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. 

To see a full listing of our services, click here.  

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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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