What is Socially Responsible Investing?

You really can create wealth and still satisfy your soul. It’s all about ethics and accountability, and putting your money where your values are. When you choose socially responsible investing, you are making a statement about who you are and what you stand for. You are telling the corporate world that the planet and all living things matter. That truth, justice, and human rights matter.

Socially responsible investing (SRI) is also known as ethical investing or social impact investing.

It brings social and environmental criteria into the decision-making process of investing. These days, whether it’s large institutions or individuals, people are looking for corporate responsibility, social change, and environmental sustainability. SRI empowers individual investors to make a difference by basing their investment decisions on how and where companies operate. Socially responsible investments are screened to ensure that companies have clean environmental, social, and health records. SRI also promotes shareholder activism, whereby mutual funds holding shares take an active role in influencing how companies operate.

What’s next?

... read more about our confidential five-step process

... work out your ethical/sustainability investment profile

Know What You Own® Want to know what’s in your mutual fund? Check out this great link to learn the real story on your mutual fund investment.

Stephen Whipp and Berkshire Securities Inc. (Berkshire) do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of Stephen Whipp or Berkshire. The information in this communication is subject to change without notice.


Upcoming Events & Seminars

May 29, 2008

Estate Planning: Wills

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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.

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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.

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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.

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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.