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      Ron
   Robins
     MBA

 Founder
& Analyst

Media Coverage of Investing for the Soul

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

 
FOR IMMEDIATE RELEASE
Promoting September 18 and November 27, 2004 workshops. (Limited distribution -- particular business and financial media.)

Investing for the Soul Workshop
Empowers Investors

Toronto, Ontario -- "This is the only workshop I know that shows investors how to easily integrate their inner values with investing," says Frank Miotto, a successful Toronto financial advisor.

"Envisioning the Future for Profit & Fulfillment," is an extraordinary new workshop being offered in Toronto, on September 18, and again on November 27, by Investing for the Soul. The workshop provides investors with unique tools that help them to define and apply their specific spiritual, ecological and other cherished values to investing decisions.

 

This workshop accomplishes its goals as its participants peer into the future economy, revealing industries which reflect higher human values. By the end of the six-hour session, participants have created a personal 'big vision' investment picture that imbibes their most prized values. They can then take this vision to their investment advisor and transform it into a real investment portfolio.

Incorporating our prized values in investing does not mean sacrificing investing profits either. Using Morningstar ranking data, The Social Investment Forum (U.S.) showed that mutual funds applying social and environmental screening criteria consistently outperformed mutual funds generally in the years 2001 to 2003. Similarly in Canada, the screened Jantzi Social Index has usually outperformed its unscreened Toronto Stock Exchange index equivalents since it's formation in January 2000.

Typical of the remarks of participants who have taken this workshop are those of Marsha Lecour, an educator. She says, "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."

Studies in the United States by MMA Praxis and from GlobeScan in Canada, show that the vast majority of investors want their investment portfolios to reflect their personal values. Yet, most investment advisors and financial planners fail to bring-up the subject of personal values with their clients. In part, this could be because they are usually ill-equipped to engage in such discussions.

As Frank Miotto says, "I highly recommend this workshop for both investors and investment advisors alike. Advisors should take it to better service their clients."

Again, the workshop is being offered twice in the fall of 2004 in Toronto -- on September 18 and on November 27. Sessions run from 9:30am to 4:30pm, at the Novotel Toronto North York Hotel, 3 Park Home Avenue (at Yonge Street), North York, Ontario, Canada. Fee: if paid three weeks before workshop date, CDN$89 (plus 7% GS Tax), thereafter CDN$119 (plus 7% GS Tax). Fee can also be paid in U.S. dollars. Apply now at
http://investingforthesoul.com or call 705-635-3034.

Investing for the Soul was founded by Ron Robins on May 4, 2003, in Toronto, Ontario, to help investors bring their higher values into investing decisions. Since then several successful pilot workshops were offered prior to launching "Envisioning the Future for Profit & Fulfillment" in 2004. Two additional workshops are in preparation. They are "Successful Investing Demands Higher Spiritual Consciousness," and "Finding Investments for Superior Profits." Mr. Robins is also working on a book with the title, "Investing for the Soul: Investing for Superior Profits and Spiritual Fulfillment."
 

Contact:
Ron Robins, MBA,(Founder)
Telephone: 416-932-9380
E-mail:    ronr@investingforthesoul.com
Website:   http://investingforthesoul.com
Press
kit: http://investingforthesoul.com/Media/Press%20Kit.htm
 

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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.

 

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