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Creating A Profitable Personal Values-Based Portfolio


          Ron
        Robins
          MBA

       Founder
      & Analyst

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Investing for the Soul

 

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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

 

Portfolio Audit Services

This one-of-a-kind service helps the licensed investment professional create portfolios that reflect the personal values of clients.

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

Here is how it works:

  • We send you a simple questionnaire, asking questions about the personal values you or your client want reflected in the portfolio.
     
  • You send us back the completed questionnaire and a list of the portfolio holdings.
     
  • We send back to you our findings, commenting on how closely, or not, these investments reflect the personal values given to us.
     
  • If you or your client desire additional assistance in locating companies that may better marry with the personal values provided, then please engage our Companies Research Service. (For samples of our research 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.  

 

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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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