Socially Responsible Investing Manual

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

  • What Is Socially Responsible Investing (SRI)?
  • Why SRI?
  • The Elements of SRI: Negative & Positive Screens
  • The Elements of SRI: Shareholder Engagement
  • The Elements of SRI: Community Investment
  • Who Else Is Doing It?
  • SRI 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

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

About Us

Stephen Whipp, CFP
Upcoming Events & Seminars

May 29, 2008

Estate Planning: Wills

Details »

More Events »

Whipp Tips & News

Clean-tech funds start to catch on

March, 2008: In honour of Earth Hour this weekend, I’m going to tell you how to invest in companies that are trying to clean up the world.

Details »

Ethical Funds gives TD, RBC top ratings

March, 2008: Canada’s Big Five banks have woken up to the impact their financing has on climate change, according to a report released Wednesday by The Ethical Funds Company. But some are doing better than others, says the report, by the socially responsible mutual fund.

Details »

Share Power 2008 - Amnesty International

March, 2008: SHARE POWER is a project of Amnesty International’s Business and Human Rights campaign. SHARE POWER harnesses the powerful connection between individuals and companies to advance corporate responsibility for human rights. SHARE POWER shows you what you can do to hold companies accountable for their human rights practices.

Details »

More News »

CIPF Berkshire

Member of the Social Investment Organization

The opinions expressed are of Stephen Whipp & may not be of Berkshire Securities Inc. This website is not meant to provide legal or account advice. You should consult your own professional advisor for advice based on your specific circumstances. Information contained here is for Canadian residents only & does not constitute an offer to sell or solicit in any foreign jurisdiction, or in any Canadian jurisdiction where Stephen Whipp is not qualified to effect sales.