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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

 

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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