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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

"92% of Canadians say that it's important to choose investments that are aligned with their values. By contrast, only 14% of advisors raised the topic of RI [responsible investing] with their clients."
--
Deb Abbey referring
    to 2014 NEI study
    Investment
    Executive
   
(Canada) April 2015

"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

 

For investment professionals and firms--a unique workshop to orient their clients/staff to personal values investing.

Ethical Investing (3 hours)

Finding Investments Reflecting Personal Values

Offered over the web with VOIP or phone. Also available with a live presenter at a location of your choice. Minimum of seven participants.

Purpose: Participants learn how to work with their advisor/broker to find, research and assess investments that reflect their personal values. They discover how to optimize the use of the web, as well as on-line library and broker services. No financial skills required.

Benefits to advisor/investment professional or firm:

  • Clients and staff learn about ethical and personal values values based investing in your environment.
     

  • Allows you to better understand the personal values of your clients and staff with regard to investments.
     

  • Offers you a competitive advantage.
     

  • Clients applying their personal values to investing are more stable and likely to provide more referrals to you.

Benefits to participants:

  • They learn about the benefits of ethical or personal values based investing.
     
  • Participants create a set of personal values and guidelines that will direct them and their investment advisor towards selecting appropriate, and profitable investments.
     
  • Gain knowledge of how to use the 'Robins Life-Benefiting Scale.' The Scale enables users to assess potential investments according to their own personal values.

(Note: No advice or recommendations will be given concerning investments, nor will any investment products be offered for sale. Workshop or webinar is for educational purposes only.)

Workshop Leader/Facilitator: Ron Robins, MBA. Founder and Analyst, Investing for the Soul.

Fees: offered over the web with VOIP or phone--CDN or US$50 per person plus 13% tax (HST). Minimum seven participants. Other fees apply for groups of twenty or more, or where a live presenter is requested. To register and for more information Contact Us.

Typical comments of past workshop participants

"Great workshop! Highly recommend it for both investors and investment advisors alike ... This is the only workshop I know that shows investors how to easily integrate their inner values with investing. The way we learned to quantify those values was terrific."
-- Frank Miotto
     Financial
     Advisor

"This was the first workshop that I have attended that has provided me with a basis of investing financially for the soul - this is a very timely workshop."
-- Marsha
     Lecour
     Educator

“It's always satisfying to find others who successfully put social, ecological and human values into the investing equation. Keep up the good work.”
-- David
     Mitchell
     Real Estate
     Investments
     and Property
     Management

 

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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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