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Shareholder Values

 
"80% [of investors] are interested in sustainable investments that can be customized to meet their interests and goals."
--
Morgan Stanley
   (USA) August 2017

"The vast majority of Canadian investors are interested in responsible investments (RI) that incorporate environmental, social and governance (ESG) issues, and they would be more likely to choose responsible investments if their financial advisor suggested suitable RI options for them."
--
Responsible
    Investment
    Association (RIA)
 
  (Canada) June 2017

"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

 

Christian advisors offered certification

Today’s Family News
May 24, 2006

Canada’s Christian financial advisors will soon be able to enroll in a new certification program that will help them to better align their faith with their professional skills, Financial Post columnist Mark Brown reported recently.

This month, the Canadian National Christian Foundation will unveil a new certification for financial professionals. Its tentative name is the Certified Christian Advisor Program.

Rick Harper, the foundation’s vice-president of member services, said that those who take the course will need to produce written references from their clients and a pastor. They will also be expected to do more to engage their communities, such as through teaching people how to become more responsible in managing their debt.

Although some Christian investors will deliberately seek out a financial advisor who shares their faith, many others will never know whether their advisor is an accredited Christian professional.

Two years ago, the foundation – comprising 1,000 financial planners, accountants and estate lawyers – formed Advisors with Purpose. It teaches members how to bring a Christian perspective to their practice. Their members, said Harper, “humbly ask the question, ‘As the gatekeepers, what would God have us do?’ ”

Like any financial advisor, they seek ways to improve the return on their clients’ investment portfolios. But as Christians desiring to live out the faith, they will also emphasize, for example, charitable giving and socially-responsible investing.

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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 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.

 

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