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Shareholder Values

"Forty-five percent of U.S. households prefer an environmental, social and governance (ESG) approach to investing… Among those between the ages of 30 and 39, this increases to 64%, and for those younger than 30, it is 67%."
-- Cerulli Associates
    October 2018

"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
    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.
-- Acquisition
(UK) June 2015


Ethical Investing News/Commentaries
November 2017


Commentaries by Ron Robins

If a link does not work, please e-mail us. Link may only be valid a limited time.

Responsible investors have burning questions about cannabis. "Determining whether marijuana is a responsible investment depends on several fundamental factors that should be discussed with an investment professional versed in ESG analysis."

[COMMENTARY] How can you rate the ESG performance of cannabis stocks? This is becoming an important question for numerous ethical investors and advisors. In this article, Dustyn Lanz (chief operating officer of Canada’s Responsible Investment Association) provides a good overview of many of the points to consider.
Responsible investors have burning questions about cannabis, by Dustyn Lanz, November 26, 2017, Investment Executive, Canada.

ESG investing and smart beta combination grows in popularity. "A survey by FTSE Russell shows nearly half (46 per cent) of global asset owners have an allocation to smart beta, and 41 per cent of those using it or considering its use anticipate applying ESG considerations."

[COMMENTARY] Again, more proof that global asset managers are utilizing ESG criteria.
ESG investing and smart beta combination grows in popularity, by Pauline Skypala, November 27, 2017, Financial Times, UK.

European pension funds ramp up responsible investments. "Six in 10 investors plan to increase their allocations to responsible investments over the next three years. The same proportion is concerned about the impact of scandals on the value of their holdings, according to a survey by Create-Research, the consultancy."

[COMMENTARY] Contrast the finding in this survey with that below where "82% [of advisors] also believe responsible investing has a long way to go before it becomes mainstream." Advisors are well behind institutional investors in their understanding of ESG!
European pension funds ramp up responsible investments, by Angus Peters, November 27, 2017, Financial Times, UK.

Responsible Investing Strategies Still a Challenge for Advisers--Q4 2017 Eaton Vance Advisor Top-of-Mind Index (ATOMIX) survey of 1,000 financial advisers.  "Only 21% of advisers surveyed reported feeling very well informed about responsible investing strategies, and the survey found accessing ESG data is a challenge for advisers...

Eighty-four percent of advisers reported their clients have at least some interest in responsible investing options. However, 82% also believe responsible investing has a long way to go before it becomes mainstream."

[COMMENTARY] The data in this survey clearly demonstrate -- yet again -- how out-of-touch are most financial advisors. Is it a simple case of ’I just don’t want to bother?’ Clearly, they aren’t fulfilling their most important goals of ’knowing their client’ and acting in the client’s best interests.

Furthermore, the fact that about $1 in $5 in the US equity markets is now invested according to responsible investing principles appears to be unknown to the advisors surveyed. That fact alone says that it’s already becoming mainstream -- and fast.
Responsible Investing Strategies Still a Challenge for Advisers, by Rebecca Moore, November 21, 2017, Plan Advisor, USA.

Top 10 brands with the best green supply chains. "The latest rankings on international brands’ environmental performance in the China supply chain was jointly released by the Institute of Public & Environmental Affairs (IPE) and the Natural Resources Defense Council (NRDC).

The rankings are based on the Corporate Information Transparency Index (CITI), which collects public data on areas including government compliance, online monitoring, confirmed public complaint records, self-reporting and third-party environmental audits.

This year’s ranking evaluated 267 international brands that run businesses in China. A total of 25 Chinese brands were ranked among the top 100."

[COMMENTARY] Apple, Dell, and Levi’s are the top three companies.
Top 10 brands with the best green supply chains, by staff, November 20, 2017, China Daily, China.

EU considering sustainable investing as fiduciary duty for investors. "The European Union′s executive has decided to start work on an impact assessment to assess whether and how such a clarification could contribute to a more efficient allocation of capital, and to sustainable and inclusive growth."

[COMMENTARY] Various advisory groups to the EU are deeply concerned about the short-term focus of fund managers at the expense of long-term issues that are largely ESG related. It’s likely the EU will formally clarify its policy and incorporate the importance of ESG measures in its guidelines. That’ll be good news for all investors.
EU considering sustainable investing as fiduciary duty for investors, Susanna Rust, November 13, 2017, IPE, UK.

Advisors Failing To Talk ESG With Clients. "According to a recent study by Allianz Global Investors, only 14 percent of 1,061 investors with at least $100,000 in investable assets who were surveyed had had a conversation with their advisors about ESG investing, and 61 percent of the clients had to bring up the subject themselves."

[COMMENTARY] Is it that advisors don’t keep up-to-date about investment performance -- so can plead ignorance about the generally comparable and good results of ESG investing -- or are they purposefully withholding important information from their clients? And, if so, why? I suspect it has mostly to do with not creating more work for themselves and present fees/commission arrangements. Tell me if I’m wrong. Anyway, they’re not fulfilling what should be their number one mandate to know and do their best for their clients!
Advisors Failing To Talk ESG With Clients, by Karen Demasters, November 8, 2017, Financial Advisor, USA.

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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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