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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

 

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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

"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

 

Our Services (see also workshops)

For Individual Investors:

For Licensed Investment Advisors, Financial Planners & Portfolio Managers:

As an investment professional, ask yourself:

  • Do you want your clients learning about ethical investing, green funds, etc., from you?
     
  • Do you want to avoid the risk of giving inappropriate advice to your clients because you do not know their personal values?
     
  • Do you want to gain a competitive edge vis-à-vis other investment professionals?
     
  • Do you want clients who are stable and less volatile when markets go awry?
     
  • Do you want more satisfied clients providing even more referrals to you?

Answer yes to any of these questions -– and we can help you!

Our services include (web based or in person):

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

For Companies:

  • We offer specially designed workshops for managers and employees that show staff how to locate and research investments that could emulate their own individual values. For details please Contact Us.

 

 

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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.

 

Investing for the Soul is a registered business name in the Province of Ontario, Canada.

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