Sustainable Investing, Royal Roads University

February 5, 2008

Royal Roads Continuing Education

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, an 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 and the screening process
  • Shareholder engagement
  • Returns-how much do I need?
  • Choosing your investments and monitoring progress
  • Choosing a financial coach

Facilitated by Stephen Whipp. (Stephen will be donating his facilitator fees to the Dogwood Initiative.)

Length: 3-2 hour sessions
Date: Tuesdays, February 5,12 & 19, 2008
Times: 7 pm – 9 pm
Cost: $75 + GST

Register by Friday, November 2, 2007.

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The opinions expressed are those of the author and may not necessarily reflect those of Manulife Securities Incorporated and Manulife Securities Insurance Inc.


The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which Manulife Securities or its Advisors are not appropriately licensed or registered or where any Product or Service is not eligible for sale. Details are available on request.


Stephen Whipp and Manulife Securities Inc. (Manulife) 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 Manulife. The information in this communication is subject to change without notice.


Manulife Securities and the block design are registered service marks and trade marks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Securities Incorporated / Manulife Securities Insurance Inc.


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Manulife Securities Incorporated is a Member CIPF
Stephen Whipp is a member of the Social Investment Organization