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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

 

  • Wall Street Journal
  • MarketWatch
  • BNN (Business News Network)
  • The Financial Post
  • Rogers Television's Money Line
  • CBC One's Metro Morning
  • 680 News Radio
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  • More...


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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

 

Workshops & Seminars
For Investors & Investment Professionals/Firms

Also, see our full range of useful services!

Workshop:
Ethical Investing - Finding Investments Reflecting Your Values (3 hours)

Purpose: Learn how to find, research and assess stocks that are good to invest in and that reflect your personal values. You will learn how to optimize the use of the web, as well as on-line library and broker services. No financial skills required.
Learn more...

For investment professionals and firms wanting to offer this workshop to their clients/staff, a special variation of the above workshop is offered. Learn more...

For companies interested in offering this workshop to their managers/employees, a customized version of this workshop is also offered. Please Contact Us...

Typical comments of past workshop participants --

"If you are sincerely concerned about where your investment money is actually going, this is the workshop for you."
-- Fred Herscovitch,
    artist and writer

"This workshop will help you bridge your inner spiritual being with the commercial world we navigate through."
-- John Burns, MBA, CFP,
     Chartered Financial
     Planner

"The workshop was very inspiring and informative. It opens a new horizon to investors who want to experience humane and spiritual values through their investments."
-- Shirin Mohaghegh,
    Administrative Assistant

Seminar:
Successful Investing Demands Higher Spiritual Consciousness (3 hours)

Purpose: this 3-hour workshop explains why gaining higher spiritual consciousness is critical to investing for superior profits and personal fulfillment. It also provides tools about how to evaluate the usefulness of the many types of meditation, prayer and relaxation techniques to help fulfill your goals. Learn more...

 

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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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