Saturday, Nov 27: Introduction to Sustainable Investing: Matching Your Money to Your Values

Where Royal Roads University | Date Sat, Nov 27, 2010 | Times 1pm – 5pm | Cost: $55 (tax exempt)
Best to Register By Saturday, Nov 13, 2010

Course Description:

What are the environmental or social impacts of your investments? Do you know how climate change is affecting your retirement income? Your investment choices make a difference. Learn how applying environmental, social and governance criteria (ESG) to the selection of your investments can reduce your risk and make the world a better place. This course will give you the knowledge and tools to ask the right questions to ensure you are investing in a sustainable way that matches your values.

Topics:

  • History and overview of ethical/socially responsible/sustainable/ESG investing
  • Fiduciary duty
  • Who else is doing it?
  • Words and terminology – the language
  • Developing your investment value criteria
  • The screening process
  • Shareholder engagement
  • Returns – how much do I need?
  • Choosing your investments
  • Monitoring progress
  • Choosing a financial coach

Register here

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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