Ron
   Robins
     MBA

 Founder
& Analyst

Media Coverage of Investing for the Soul

• Report on Business Television's Business Morning

• CBS MarketWatch

• The Financial Post

• Rogers Television's Money Line

• CBC Radio One's Metro Morning

• 680 News Radio

• New Directions Magazine

• Environmental News Network Radio

• The Catholic Register
                    More...

Editorials

• Retiring the GDP (Gross Domestic Product)

• The Media & Government Statistics

• Unethical US Job Numbers?

• Unethical Statistics – the US consumer price index?

Shareholder Values

UK investors asked: "How important do you think it is for companies to take social, environmental and ethical issues seriously? Some 47% of those surveyed replied ‘very seriously’ and a further 40% ‘fairly seriously.'"
-- F&C Investments
    (UK) January 2007

84% of Canadian shareholders agreed with this statement: "[The] financial community should pay more attention to social and environmental performance when valuing companies."
-- GlobeScan
    (Canada) February 2004

Our Services (see also workshops)

For Individual Investors:

• Tutorial: Finding Stocks That Reflect Your Values - is for investors wanting to learn how to find stocks that are good to invest in and reflect their personal values. This is a one-on-one service with an expert analyst.

For Licensed Investment Advisors, Financial Planners & Portfolio Managers:

Fulfill the 'know thy client' rule!

• Workshops - to help introduce you, your team, or your clients, to ethical investing and/or other personal values-based investing approaches. For details, please contact us.
   
• 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.