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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Upcoming Events & Seminars

March 3, 2012

NEW DATE: Financial Planning to Build Wealth, Manage Risk & Build a Better World

Held at Royal Roads University, join Steve to learn how to manage financial risk and drive positive change. This course will give you the knowledge and tools to ask the right questions about investing, no matter your experience.

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CIPF Manulife Logo

Manulife Securities Incorporated is a
Member of the Canadian Investor Protection Fund
Stephen Whipp is a member of the Social Investment Organization