Press Kit - Investing for the Soul
Most investors want to engage
in ethical investing but have difficulty in doing so. The mission of Investing for the Soul is
to help these investors do that and to assist investment professionals in
appropriately servicing clients with such interests.
Facts. Socially Responsible-Ethical
Big, Profitable, Gaining Investor Acceptance
US Sustainable, Responsible and Impact Investing Trends
2014. "US sustainable, responsible and impact
investing (SRI) has grown substantially over the past
two years. The total US-domiciled assets under
management using SRI strategies expanded from $3.74
trillion at the start of 2012 to $6.57 trillion at the
start of 2014, an increase of 76 percent. These assets
now account for more than one out of every six dollars
under professional management in the United States."
Global Growth of SRI Assets. "Global sustainable
investment assets have expanded dramatically in recent
years, rising from $13.3 trillion at the outset of 2012
to reach a total of $21.4 trillion at the start of 2014.
This 61 percent growth outpaced the growth in total
professionally managed assets."
Responsible Investment Trends 2015 Report
"... reveals that Canada’s responsible investment (RI)
market is experiencing rapid growth... According to
survey data, as of December 31, 2013, assets in Canada
being managed using one or more RI strategies increased
from $600 billion to more than $1 trillion in just two
years. This robust growth represents a 68% increase in
RI assets under management."
ESG and Financial Outperformance.
"The results show that the business case for ESG
investing is empirically very well-founded. Roughly 90%
of (2,200 individual) studies find a non-negative
ESG-CFP relation. More importantly, the large majority
of studies reports positive findings."
Ron Robins, MBA
His personal mission is to help investors bring their
higher values into investing decisions. This arose
out of discussions, beginning in the 1960s, with
numerous investors seeking to bring their spiritual,
ethical, and ecological values into their investment
selections. Mr. Robins is considered a pioneer in the
concept of ethical investing.
Deeply concerned about America's economic and financial
problems and believing to have some unique insights into
how to fix them, Mr. Robins is writing a book explaining
his ideas. The book's working title is, "Resolving
America's Economic Quagmire," with a subtitle, "People
gaining inner fulfillment is the key.”
Among other tasks and writings, Mr.
Robins also continues to administer this site and to
offer a two-hour investor mentoring course:
Creating A Profitable Personal Values-Based Portfolio.
Mr. Robins conceived and
the Soul in 2001. By 2005, Investing for the
Soul was offering
Ethical Investing Workshops and
Ethical Investing Services, talks, and enjoying
media coverage. The
workshops and services show/assist investors and
investment professionals in finding, researching, and
evaluating investments according to a set of desired
Ethical Investing News & Commentary to his website;
The Soul Investor; and the
Enlightened Economics blog
to create a discussion in formulating a practical
economics that integrates consciousness, natural-law,
and free-market theory.
In 2010, he served as a financial and
economics columnist for
alrroya.com, a leading Middle Eastern business
not though, Mr. 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
Mr. Robins was born in London, England, and immigrated
to Canada in 1967. His education includes business and
spiritual studies at institutions of higher learning in
the United Kingdom, Switzerland, Canada and the United
States. Among his many qualifications are an MBA degree
(joint major in finance and marketing), and
Honours standing in the Canadian Securities Course.
Investment Industry Experience
Mr. Robins has held investment analyst positions at two
leading investment firms. Firstly at Bongard Leslie &
Co. Ltd.—now for many years part of BMO Nesbitt Burns,
Canada. This was followed by a more senior analyst
position at Babson Canadian Reports, a distinguished
Canadian investment advisor/manager in the 1970s that
had an arms-length relationship to the prestigious U.S.
investment firm, David L. Babson & Co. Inc., of
Cambridge, Massachusetts. At Babson’s, Mr. Robins also
edited their weekly investment newsletter.
late 1990s, Mr. Robins worked for five successful
years in a small Toronto investment boutique in global
private investment securities sales to wealthy Americans
Teaching TM to Executives
Mr. Robins became a teacher of Maharishi Mahesh Yogi's
Transcendental Meditation (TM) programme in 1972 and
taught it for almost thirty years. During the 1990s, he
was regarded as North America’s most successful marketer
and instructor of the programme to executives, having
given over 2,000 TM sales presentations and seminars.
He taught TM at leading North
American corporations such as the Toronto-Dominion Bank
and The Bank of Nova Scotia; at elite health clubs such
as the Granite Club and The Fitness Institute (both of
Toronto); and have been a keynote speaker at functions
of many organizations, Chambers of Commerce and Rotary
studies in spirituality have involved years in
seclusion. It is his inner experiences that greatly
motivates him on his present path.
Mr. Robins has also achieved significant media
successes by authoring, publishing and promoting
numerous articles and media stories on investment
related matters, the TM programme, and spirituality.
These stories included feature articles in the
Financial Post, MarketWatch, The Toronto Star,
and in broadcast media interviews with CFRB Radio and
CBC Radio One, Toronto. Mr.
Robins is also writing a book with the title,
"Investing for the Soul -- Investing for Superior
Profits and Spiritual Fulfillment."
TV & Radio interviews
with Ron Robins discussing Investing for the Soul
Investing for the Soul with Economist Ron Robins,
America Meditating, BlogTalkRadio with Sister Jenna,
October 7, 2014, USA
SOP Radio's Judyth Piazza interviews Ron
Robins about Sustainable-Green Country bonds and
Green Jobs, November 27, 2011, USA
Financial Impact Factor Radio. Hosts Paul
Petillo and Dave Kittredge interview Ron Robins for
60 minutes on socially responsible investing,
October 24, 2011. USA
The Green Leader Radio Show host, Robert
Thompson, interviews Ron Robins on green investing,
July 25, 2011, USA
SOP Radio's Judyth Piazza chats with Ron
Robins, Financial and Economics Columnist for
alrroya.com, June 1, 2011, USA
Report on Business Television,
Business Morning, with Jim O'Connell, June
21, 2005, at 11:15am, Canada
CIUT Radio, Toronto, The First Word
with host Wendy Baker, June 20, 2005, at 9:15am,
Rogers Television (Cable 10 & 63), Toronto,
Money Line with host Linda Leatherdale, November
15, 2004, 7pm-8pm, Canada
CBC Radio One, Toronto, Metro
Morning with Michael Hlinka, (business
commentator), and Andy Berry (host), September 20,
2004 at 6:45am.
News, Toronto, Weekend Business Minute
with James Munroe, played repeatedly throughout the
day of September 18, 2004, Canada
ENN Radio, With interviewer Jerry Kay, August 4,
2004. Played repeatedly on their member stations and
the SIRIUS Satellite Network, Canada
Published articles by, or
about, Ron Robins or Investing for the Soul
Faith-based investing is about more than avoiding
sin stocks, by Guy Dixon, March 10, 2016, The
Globe and Mail, Canada
Young investors aim to make money responsibly,
by Ruane, Remie, February 21, 2015, The Catholic
War – a minefield for ethical investors, by
David Israelson, October 6, 2014, The Globe and
The US has More Than $6.00 Of Debt For Every $1.00
Of Income, by Robert Lenzner, June 14, 2011,
Streettalk, Forbes, USA.
Socially Responsible Investing,
by Ron Robins, September 2010, Benefits and
Pensions Monitor, Canada.
GETTING PERSONAL CANADA: Virtue
May Now Trump Vice, by Monica Gutschi, August
11, 2010, The Wall Street Journal, USA.
Ron Robins: Investing for the Soul, by Vita
Sgardello, VITA Europe, November 5, 2008.
The Ethics of Statistics, by
Ron Robins, Canadian Treasurer,
The Media & Government Statistics, by Ron
Robins, The Corporate Ethics Monitor,
The passion of investing. Putting
your beliefs to work for higher returns, by
Thomas Kostigen, CBS MarketWatch, August 23,
Investing using a 2,000-year-old strategy, by
Michael Swan, The Catholic Register, August
Listen to this. Pension education
can be an employee benefit, by Ron Robins,
Canadian Treasurer, December 2005/ January 2006.
Moral Investing: How pension education can be an
employee benefit. by Ron Robins, HR
Professional, April-May, 2005. Discusses the
reasons why companies should offer socially and
environmentally responsible investing workshops for
Moral Investing: Employers should offer employees
workshops on ethical investing for their RRSPs,
by Ron Robins, Straight Goods, June 13, 2005.
Soul man preaches 'values'
investing, by William Hanley, Financial Post,
FP Money, September 11, 2004. An article about Ron
Robins and Investing for the Soul.
Good for the soul, if not the
wallet, by Jonathon Chevreau, Financial Post,
FP Investing, September 14, 2004. An article about
Ron Robins and the performance of Canadian socially
responsible investing mutual funds.
A Healthy Investment, by Ron Robins, New
Directions, October/November, 2004, P. 32. An
article relating our health to the health of our
Investing for the Soul Workshop,
by Ron Robins, Vitality, September, 2004,
Careful about your food, what about your
investments? by Ron Robins, Lifelines
(publication of the Toronto Vegetarian Association),
September-October, 2004, front-page. (PDF)
The Unfulfilled Investor, by Ron Robins,
FORUM, Social Investment Organization,
Canada, June 2003, P. 9.
at Investing for the Soul, for blog
posts see Enlightened
and weekly columns at