Responsible Investing Manual

Our web-based Responsible Investing (RI) Manual gives a comprehensive introduction to RI including:

  • What Responsible Investing (RI)?
  • Why RI?
  • The Elements of RI: Negative & Positive Screens
  • The Elements of RI: Shareholder Engagement
  • The Elements of RI: Community Investment
  • Who Else Is Doing It?
  • RI Mutual Funds
  • What About Fiduciary Duty?
  • How Does It Compare To Conventional Investing?
  • Choosing a Financial Advisor
  • The Stephen Whipp Financial Team
  • I Want To Find Out More
It’s easy to obtain a copy of the manual. Please call Stephen Whipp Financial at 250-405-3550 or email us. We will ensure you receive access to the manual promptly.

There is no charge, but in return please give a donation to Dogwood Initiative, a BC non-profit working for sustainable land use.


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Whipp Tips & News

Sweden’s largest pension fund just gave Exxon Mobil and other energy giants a stinging slap on the face

Sweden’s largest pension fund, AP7, has sold its investments in six energy companies that it says breach the Paris climate agreement

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Fund Selector: ESG myths and realities

There are plenty of companies that make a positive contribution to society and the environment that have also performed extremely well.

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Top UK fund manager divests from fossil fuels

Archbishop of Canterbury plays crucial role in BMO Global Asset Management’s decision to dump £20m of shares in firms such as BHP Billiton

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The information in this website was obtained from sources believed to be reliable, however, we cannot guarantee that the information is accurate or complete. The information provided is a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities.

Leede Jones Gable Inc. is a
Member of IIROC and the Canadian Investor Protection Fund
Stephen Whipp is a member of the Responsible Investment Association