DIY Ethical-Sustainable Investing Pays Tutorial!

Short Introductory Video


Some Media Comments on Ethical-Sustainable Investing

  • "Over the next five to 10 years... ethical stock portfolios could outperform both the sin and conventional variety." -- Ron Robins, The Wall Street Journal

  • "Portfolios that have integrated ‘material’ ESG [environmental, social and governance] metrics have provided average returns… superior to those of conventional portfolios, while exhibiting lower risk." -- Journal of Applied Corporate Finance

  • "If increasingly, more people invest according to their personal values... only companies employing these higher values will truly prosper." -- Ron Robins, The Globe and Mail

DIY Ethical-Sustainable Investing Pays Tutorial! Explained

About 1 hour to complete!

In this tutorial -- which requires NO financial knowledge or mathematical skills -- you will easily learn:

> How to find stocks and construct a stock portfolio reflecting your values with good potential returns.

> How you will save big on investment fees -- furthering your long-term profits.

(Please note this is an educational tutorial. Investment advice on what to buy, sell, or hold, etc., is not given.)

  • 1

    Module 1: Welcome to the DIY Ethical-Sustainable Investing Pays Tutorial! (6 minutes)

    • What you'll learn and accomplish!

    • Tips for using this course player

    • The tale of two investors: Michael and Susan

    • Mod. 1: Two quick questions for you

  • 2

    Module 2: Research Validates Ethical-Sustainable Investing (6 minutes)

    • The research from Oxford and elsewhere

    • Research validation and the huge growth of ethical and sustainable investing

    • Consider other values too

    • Appendix: ESG values and scientific research references

    • Mod. 2: Two quick questions for you

  • 3

    Module 3: Importance of Identifying Values (4 minutes)

    • Other personal values to consider

    • These soft values are important

    • Conclusions concerning values

    • Mod. 3: Two quick questions for you

  • 4

    Module 4: Your Investor Profile (4 minutes)

    • Creating the values profile

    • Your Investor Profile

    • Mod. 4: Two quick questions for you

  • 5

    Module 5: Finding Industries that Match Your Profile (6 minutes). BEING REVISED..

    • Updated references and links

    • The process of finding your industries

    • Industries for Susan--the Activist (updated)

    • Industries for Angela--the Pragmatist (updated)

    • Industries for Michael--the Reformer (updated)

    • Industries for John--the Traditionalist (updated)

    • Here's what you do to select your industries

    • Mod. 5: Two quick questions for you

  • 6

    Module 6: Finding the Companies (5 minutes). BEING REVISED.

    • Here's how to find the companies

    • Now we find the companies

    • Link to company research dialogue box

    • Downloadable transcript for Module 6 (updated)

    • Mod. 6: Two quick questions for you

  • 7

    Module 7: Getting Financial Analyst Opinions (12 minutes). BEING REVISED.

    • Best online analyst opinion sites

    • The process for obtaining analyst opinions

    • All about analysts' opinions!

    • Downloadable transcript for Module 7

    • Mod. 7: Two quick questions for you

  • 8

    Module 8: Saving Big on Fees! (7 minutes)

    • Brokers/Advisors can help you--at a cost!

    • How very costly fees can be!

    • More on the value of DIY

    • Mod. 8: Two quick questions for you

  • 9

    Module 9: Congratulations & More! (8 minutes)

    • Want to go further?

    • Special offer on my PREMIUM Tutorial

    • Please Take This Short Survey

    • Contact Ron Robins

Reviews

4 star rating

Important content. Learned a lot.

Helen Engelson-Law

The tutorial is very good and I would recommend it to anyone wishing to learn about how to create a portfolio reflecting their values... I would certainly ...

Read More

The tutorial is very good and I would recommend it to anyone wishing to learn about how to create a portfolio reflecting their values... I would certainly keep you in mind for my future goals!

Read Less
5 star rating

Great introduction to ethical sustainable investing

Lynne Hea

The tutorial was informative and interesting. It gave me the tools to see if my current stocks are with ethical sustainable companies and gave me clear steps...

Read More

The tutorial was informative and interesting. It gave me the tools to see if my current stocks are with ethical sustainable companies and gave me clear steps on how to pick and rate future stocks.

Read Less

About your tutor

Ron Robins, MBA

Mr. Robins has written and taught on the subject of ethical, sustainable, and socially responsible investing (SRI) for over forty years.

His podcast -- Ethical & Sustainable Investing News to Profit By -- is one of the world's foremost ethical investing podcasts on iTunes/Apple Podcasts, Google Podcasts, Spotify, and many other platforms.

He's been interviewed or quoted in The Wall Street Journal, MarketWatch, Forbes, The Financial Post, BNN, The Globe & Mail, and numerous other media. In 2002, he founded the globally popular and highly respected ethical/SRI investing website, Investing for the Soul .

Beginning in 1969, Mr. Robins held investment industry positions in securities analysis, over-the-counter trading, and global private equity sales. His education includes business and spiritual studies at institutions of higher learning in the United Kingdom, Switzerland, Canada and the United States.

Among his many qualifications are an MBA degree and Honours standing in the Canadian Securities Course.