Ron
   Robins
     MBA

 Founder
& Analyst

Media Coverage of
Investing for the Soul

• BNN (Business News Network)

• 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

• 'Best In Class' Focus Provides Premium Returns
• Blogs for Ethical Investors
• Voluntary Simplicity? An Ethical Investing Perspective
• Can SRI Ratings Predict Stock & Portfolio Performance?
• Can SRI Ratings Predict Corporate Behaviour?
• Investing Returns: Virtue vs. Sin
• We Need Mandatory Corporate Social Responsibility (CSR) Reporting
• Top Ethical Investing Indices: A Global Overview
• Advisor: KNOW Your Client. Know their values!
• LOHAS - opportunities for ethical investors
• Everyone becoming a Cultural Creative
• Retiring the GDP (Gross Domestic Product)
• The Media & Government Statistics
• Unethical US Job Numbers?
• Unethical Statistics – the US consumer price index?

Shareholder Values

 
"Of the 1,003 investors surveyed, nearly half (49%) said that over the next 12 months they were likely to invest in a company or mutual fund looking to provide solutions for environmental problems."
-- Allianz Global Investors
    (USA) January 2008

"The survey finds that three-quarters of those interested in finding out more about the ethical credentials of a financial product or service said they are likely to take this into consideration when next buying a financial product or service."
-- Ipsos MORI/EIRIS
    (UK) November 2009

"... nearly half of all [Canadian] advisors said their clients had initiated discussions about ESG [environmental, social and governance] investments."
-- VenGrowth Assset
     Management Inc.
    (Canada) October 2008

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 705-635-3034 or request information by using our Contact Us form.