Sustainability Survey

Work out your ethical/sustainability investment profile

The first step in choosing how to invest your money ethically/sustainably is figuring out what that means to you. Many of our clients have different views on what is ethical/sustainable and how important particular issues are to them. We are offering this survey to bring into better focus those differences. Ethics/Sustainability can be a grey area for most of us. We hope that by asking a few questions that the grey area becomes clearer.

1. To work out your ethical/sustainability profile complete the survey by indicating your level of interest in each area. This will clarify the issues which concern you most, and the areas you may need to look into further. By entering the top 5 mutual funds you currently hold, you will also be able to assess whether you need to take action to bring your investments in line with your values.
2. If you’d like a free consultation suggesting the type of investments that may reflect your personal values click the submit button to send us the completed survey. We will contact you via phone or email to set up an appointment with Stephen Whipp. You will receive a free copy of your ethical/sustainability profile to take home with you. This service is only available in Alberta, BC and PEI.

Positive activities you’d like to see from companies:

Human Rights

Employment

1) Practicing diversity and equal opportunities, work/life balance, anti-bullying and stress reduction.

1. Critical
2. Serious
3. Somewhat
4. Low

Developing Sustainability Guidelines

1) Using fair trade or other means to make sure that goods supplied have been produced ethically. Providing socially or environmentally beneficial goods and/or services to developing countries (e.g. telephone system, healthcare, transport).

1. Critical
2. Serious
3. Somewhat
4. Low

2) Providing beneficial goods and or services in countries with oppressive governments.

1. Critical
2. Serious
3. Somewhat
4. Low

3) Taking into consideration the environmental and social impact of suppliers, and or business partners or customers.

1. Critical
2. Serious
3. Somewhat
4. Low

Health & Safety

1) Making products or providing services that help meet health & safety laws, or protect human life.

1. Critical
2. Serious
3. Somewhat
4. Low

The Environment

Climate Change

1) Measuring carbon emissions –carbon footprint. Setting voluntary emission targets and reporting on progress. Identifying and evaluating carbon emissions as a business risk and reporting this information to shareholders.

1. Critical
2. Serious
3. Somewhat
4. Low

2) Measuring energy use. Setting targets to reduce energy consumption. Developing and implementing an energy reduction plan to meet the targets and measuring progress towards these targets.

1. Critical
2. Serious
3. Somewhat
4. Low

3) Designing, manufacturing and distributing products that reduce carbon emissions e.g. energy efficient appliances or carbon reduction technology.

1. Critical
2. Serious
3. Somewhat
4. Low

4) Generating or distributing electricity from renewable sources. Making or developing renewable energy infrastructure (e.g. alternative energy).

1. Critical
2. Serious
3. Somewhat
4. Low

5) Of the various means to produce energy I am NOT interested in investing in:

1. Run of River
2. Coal
3. Solar
4. Wind
5. Tidal
6. Nuclear
7. Hydrogen
8. Bio-mass
9. Large Hydro Developments
10. Bio-fuels

Transport

1) Operating bus or rail services. Designing, manufacturing or maintaining public transport vehicles and/or infrastructure.

1. Critical
2. Serious
3. Somewhat
4. Low

2) Design and manufacturing of transportation using alternative energy technology or fuels.

1. Critical
2. Serious
3. Somewhat
4. Low

Water

1) Measuring use of water and release of pollutants to water. Setting targets to reduce these and measuring progress towards these targets. Making or developing products that remove contaminants from water.

1. Critical
2. Serious
3. Somewhat
4. Low

2) Design and manufacturing systems and or products that reduce industrial and home water consumption, including evaporation from reservoirs and or recreational facilities.

1. Critical
2. Serious
3. Somewhat
4. Low

Green Tech

1) Designing, manufacturing and or distributing products that are good for the environment and/or make industrial processes cleaner or more efficient.

1. Critical
2. Serious
3. Somewhat
4. Low

Recycling & Waste

1) Reducing, diverting, and recycling of waste materials.

1. Critical
2. Serious
3. Somewhat
4. Low

2) Measuring the impact on the environment and the amount of waste produced and pollutants released to land. Setting targets to reduce these and measuring progress towards these targets.

1. Critical
2. Serious
3. Somewhat
4. Low

Health

Food

1) Producing, processing or distributing organic or natural food.

1. Critical
2. Serious
3. Somewhat
4. Low

Medicine

1) Producing, processing, distribution or promotion of holistic or non-pharmaceutical remedies.

1. Critical
2. Serious
3. Somewhat
4. Low

Other

Community Investment

1) Consistently giving cash donations or gifts in kind (e.g. staff time, use of buildings or facilities) to non-profit or community organizations.

1. Critical
2. Serious
3. Somewhat
4. Low

Corporate/Government Engagement

1) Filing resolutions; meeting with other companies; networking with civil society groups (NGOs); and developing policy to incorporate environmental and social costs into the price of doing business.

1. Critical
2. Serious
3. Somewhat
4. Low

Education

1) Making or selling of educational material and or providing educational services that promote sustainability issues like the environment and human rights.

1. Critical
2. Serious
3. Somewhat
4. Low

Animal Testing

1) Companies working to reduce and ultimately eliminate animal testing.

1. Critical
2. Serious
3. Somewhat
4. Low

Negative activities you’d like companies to avoid:

Alcohol

1) Producing, distributing or selling alcohol.

1. Very concerned
2. Concerned
3. Not concerned

Animal Testing – Medical Purposes

1) Developing or selling drugs or other medical products tested on animals (including providing facilities for animal testing) except for companies working to reduce and ultimately eliminate animal testing.

1. Very concerned
2. Concerned
3. Not concerned

Animal Testing – Other

1) Making cosmetic, toiletry or household products tested on animals.

1. Very concerned
2. Concerned
3. Not concerned

Arms

1) Making or selling weapons or military parts, weapons testing or training systems.

1. Very concerned
2. Concerned
3. Not concerned

2) Making or supplying services, training or equipment of a non-military nature to the military or quasi-military groups.

1. Very concerned
2. Concerned
3. Not concerned

Environment

1) Mining, quarrying

1. Very concerned
2. Concerned
3. Not concerned

2) Exploring for and producing fossil fuels

1. Very concerned
2. Concerned
3. Not concerned

3) Producing artificial fertilizers, pesticides and herbicides.

1. Very concerned
2. Concerned
3. Not concerned

4) Producing genetically modified seeds or foods.

1. Very concerned
2. Concerned
3. Not concerned

5) Logging or selling wood from unsustainable sources.

1. Very concerned
2. Concerned
3. Not concerned

6) Making cars (that use conventional fuels)

1. Very concerned
2. Concerned
3. Not concerned

7) Having convictions for major or repeated pollution crimes.

1. Very concerned
2. Concerned
3. Not concerned

Gambling

1) Designing, or developing of gambling equipment or facilities or operating gambling services (e.g. casinos, betting shops and lotteries).

1. Very concerned
2. Concerned
3. Not concerned

Governance

1) Excessive executive pay packages.

1. Very concerned
2. Concerned
3. Not concerned

2) A reluctance or refusal by the Board of Directors or Management team to take direction from shareholders.

1. Very concerned
2. Concerned
3. Not concerned

Human Rights

1) Operating in countries with oppressive governments without a thorough human rights policy.

1. Very concerned
2. Concerned
3. Not concerned

Nuclear Power

2) Generating electricity from nuclear power including supplying equipment, radioactive material or services for nuclear power plant construction or use.

1. Very concerned
2. Concerned
3. Not concerned

Pornography

1) Producing, distributing or selling pornographic material (e.g. satellite & cable television services, wholesale magazine/newspaper distributors).

1. Very concerned
2. Concerned
3. Not concerned

Tobacco

1) Producing or selling cigarettes and other tobacco products. Making related equipment.

1. Very concerned
2. Concerned
3. Not concerned

(if you submit your survey for a free consultation, we will be able to tell you what percentage of your portfolio is invested ethically).

Under no circumstances will I invest in:

Submit my report for a free consultation with Stephen Whipp. (Available in Alberta, BC and PEI only.)

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