Great introduction to ethical sustainable investing
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.
Important content. Learned a lot.
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!
-- 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, June 2016
In DIY Ethical-Sustainable Investing Pays Tutorial
you’ll easily learn how to:
• Find companies reflecting your values
• How to decide which companies to invest in
• Easily obtain financial analyst stock opinions for the best stocks
By end of Tutorial, you’ll have the knowledge to:
• Create a stock portfolio reflecting your values with good potential returns
• Learn to save big on investment fees -- furthering your long-term profits
• Confidently interact with others about investments
"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
Like most investors today you want to engage in ethical-sustainable investing. And you’ve heard that you don’t have to sacrifice on returns or profits either. But how to do it and how to do it cheaply, quickly, simply, with no financial knowledge and in a way that offers you peace of mind!
This Tutorial accomplishes all that and more.
In this unique Tutorial, you’ll learn why ethical-sustainable investing is becoming so successful. You’ll discover your investor profile and then select industries and companies reflecting your values and profile.
This Tutorial takes just one hour to complete. Spend another hour following the simple steps given can provide you the stock selection you desire—vetted by the opinions of top financial analysts. (For those interested, the tutorial provides information on how to conduct in-depth company research too.)
Then, in a third hour, you can purchase your selected stocks.
Thus, in three hours it is possible for you to have an ultra-low-cost performance screened stock portfolio reflecting your deepest values.
Note: This is strictly an educational tutorial. No investment advice or recommendations are offered. References to companies, industries, and other information are for illustrative purposes only and not to be construed as investment advice or recommendations.
Tutorial Modules -- About 1 hour to complete
- Updated RobecoSAM 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
Ron Robins, MBA
Tutor, Financial Analyst & Writer, Founder, Investing for the Soul (2001)
About your tutor
Mr. Robins is a leading writer and tutor in ethical, sustainable, and socially responsible investing (SRI). 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.
His written works can be viewed at Ron Robins, MBA.
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.
Read his full biography here.