Home    About Us    Services    Workshops    Books    Links   

                    Contact Us         Ethical Investing & CSR Studies        Free Newsletter

Easily apply your values to investing with our
DIY Ethical-Sustainable Investing Pays Tutorial


      & Analyst

Follow ron_robins on Twitter


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
  • Environmental News Network
  • The Catholic Register
  • More...

The Web This Site



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
    May 2016

"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."
    Association (RIA)
    June 2017

"70% of people [in UK] want to invest ethically but the financial services industry is failing to respond." Referencing research by Abundance.
(UK) June 2015


New Calvert Survey Shows Investors Link Corporate Responsibility With Reduced Risk, Better Returns


Calvert, the nation’s largest family of socially responsible mutual funds, today announced the results of a Harris Interactive® investor survey, which dramatically highlights investors’ growing concerns about ethical standards at corporations and mutual fund companies. “The survey clearly shows that investors understand that corporate responsibility matters,” said Barbara J. Krumsiek, Calvert’s President & CEO. “It is increasingly clear that investors believe that well-governed, socially responsible companies are better positioned to deliver long-term, sustainable value to their shareholders,” she added. 

Conducted by Harris Interactive® for Calvert, the survey found that investors see a definite link between good corporate governance and shareholder value: 

  • 84% of investors are more likely to invest in a mutual fund if they knew one of its principles was to invest in companies that engage in ethical business practices in terms of operations and reporting.
  • 71% of those surveyed said that they either strongly agreed (35%) or somewhat agreed (36%) that companies operating with higher levels of integrity carry lower investment risk.
  • 68% of those surveyed said that they either strongly agreed (31%) or somewhat agreed (37%) that companies operating with higher levels of integrity deliver higher investment returns. 

Against the backdrop of two years of corporate scandals, the Calvert survey clearly found that investors are more interested in knowing how the companies they invest in conduct their business. According to the survey, compared to two years ago, investors said they now:

  • want their financial advisors to investigate the ethical as well as financial performance of investments before making recommendations—92%.
  • are more interested in how corporations are governed—79%
  • are seeking more financial and accounting information about their investments—68%
  • are less confident about the trustworthiness of corporate management—77%
  • are less confident about the safety of financial markets—59%
  • are less confident about mutual fund integrity—45%

Finally, the survey showed that investors were generally in favor of a wide range of corporate reforms that might encourage ethical behavior. Here are the percentages of survey respondents who felt that the following reforms are either essential or very important:

  • Open and honest reporting – 94%
  • Having a Board of Directors that is independent from management – 76%
  • Setting reasonable executive compensation – 66%
  • Encouraging greater shareholder voting on key issues – 66%
  • Diversity in the Board of Directors – 63% 

The Calvert survey was based on telephone interviews with 600 respondents with primary or shared decision making about financial investments, who have not worked in the investment or securities industry, and who currently own at least one mutual fund outside of their 401(k) investments. 


Ethical Investing News & Commentary | Archives | Books | Important Links | Events | Ron Robins

Ethical Investing Workshops | Services For Investors & Investment Professionals

Who Should Invest My Money? | Press Kit | Editorials | Spiritual Quotes Related to Money

Privacy Policy | Contact Us | Free Newsletter/Unsubscribe| Sitemap



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.


Investing for the Soul is a registered business name in the Province of Ontario, Canada.

Sunburst image in logo complements of http//:freeimages.co.uk             Copyright © 2002-2017 Ron Robins. All rights reserved.