Portfolio Management Investment Planning: Portfolio Audit Services

      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

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

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

Portfolio Management Investment Planning:
Portfolio Audit Services

This one-of-a-kind service helps the licensed investment professional create a portfolio (or portfolios) that reflect their personal values or that of a client (or clients).

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

For a sample individual company report, see Whole Foods Market.

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 fees and details, please call 705-635-3034 or request information by using our Contact Us form.

Ethical Investing News & Commentary | Archives | Books | Important Links | Ron Robins

Ethical Investing Workshops | Services For Investors & Investment Professionals | Who Should Invest My Money?

Press Kit | Press Releases | Editorials | Spiritual Quotes | Free Newsletter/Unsubscribe

Privacy Policy | Event Notification | Want a Speaker? | Contact Us | Sitemap

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.

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