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Media Coverage of
Investing for the Soul


  • Wall Street Journal
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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: Investor & Advisor Education

Note: For investors and advisors interested in learning about ethical investing, socially responsible investing, and spiritual or environmental investing, we have our own Ethical Investing Workshops and on-line Ethical Investing Services.

Useful information can be gained from the following websites. However, be alert to their biases. Most are privately funded.

Canadian Fund Watch
(Canada) "This web site is dedicated to investment fund investor education and protection. The multi-billion fund industry plays a key role in the savings and retirement plans of millions of Canadians. Many industry practices provide beartraps for the unsuspecting investor and securities regulations have not kept up with the pace of change in the industry.."

CFA Institute and ESG Issues in Investing
"We believe that every investment analyst should know about the risks and opportunities of environmental, social, and governance (ESG) issues. We help investment professionals better understand ESG issues in investing through our educational programs and learning opportunities for continuing professional development. The ESG investing ethos embodies our efforts to promote a fiduciary culture and a more sustainable form of capitalism through our Future of Finance initiative."

For investing terms and short web-based courses on investing.

Investor Watchdog
(USA) "We provide free tools and data to investors who use the services of the four types of financial professionals: Financial Planners, Financial Advisors, Money Managers, Registered Representatives, and Insurance Agents. Our tools help investors select new advisors, monitor current advisors, and replace under-performing advisors."

Journal of Environmental Investing (JEI)
(USA) "The JEI is disciplinary, open access publication featuring critical, vetted information relating to the current environmental investing imperative. The JEI presents research papers, commentaries, case studies, and reviews on manifold topics. It continues to focus the critical issues of creating, deploying, financing, structuring, and managing successful market-based solutions to the environmental challenges of the day."

Small Investor Protection Association SIPA
(Canada) "SIPA is a voice for small investors and advocates for the interests of investors by making submissions and presentations to governments and regulators."

The Financial Pipeline
(USA) Offers financial education and understanding.

The Investment FAQ
(USA) "This site answers many frequently asked questions about investments and personal finance."

US SIF Sustainable Investing: An Introductory Course for Individual Investors
(USA) "A free online course for individual investors who want to learn the basics of sustainable investing and how to align their portfolios to address their social and environmental priorities."

Advisor Education

Certificate in ESG Investing (Autumn, 2019)
(UK) "The CFA Society of the U.K. is giving individual investment professionals a chance to develop knowledge and skills to help them incorporate environmental, social and governance factors and standards into their daily work."

Chartered SRI Counselor
(Global) "The Chartered SRI CounselorTM (CSRICTM) is a unique graduate-level program for advanced financial planners that provides a blend of foundational knowledge and scenario learning to work with sustainable, responsible, and impact (SRI) investments for a variety of clients."

Money Management Institute and Morningstar
(Global) "The eight-course online curriculum provides financial advisors with an introduction to the fundamentals, principles, and practices of sustainable and environmental, social, and governance (ESG) investing, enabling them to start client conversations and integrate sustainable investing into their practices. Sustainable investing refers to the incorporation of ESG factors and their impact into investment decisions."

RI Academy
(Global) "The RI Academy program provides a comprehensive curriculum in responsible investing. The curriculum covers various environmental, social and corporate governance factors and their investment relevance. The curriculum is comprised of several pathways depending on the level of required specialisation."

RIA Canada
(Canada) "The Responsible Investment Association is pleased to provide Canadian and global training for professionals to increase their knowledge of ESG issues and develop their expertise on responsible investment (RI)."

(UK) "UKSIF, along with eight other European organisations including France′s Novethic and FNG – the German, Austrian and Swiss Sustainable Investment Forum, is currently working on a European Commission funded project to deliver a SRI training course for financial advisers."

USSIF Foundation
(USA) "Fundamentals of Sustainable and Responsible Investment, developed by experts in the field, provides a unique blend of instruction and scenario learning that explains how to talk about SRI with clients, incorporate SRI into investment portfolios and understand the latest trends and research." 

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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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