On The Shelf: Richardson Partners offers SRI

(May 8, 2008) Richardson Partners Financial and Jantzi Research announced Thursday that they’re teaming up to offer advisors “best-of-sector” research and a new Canadian SRI mandate.

Thanks to Jantzi, Richardson Partners’ advisors will have access to Canadian, U.S. and international research to help clients with their SRI investing.

“For a growing number of high-net-worth individuals, how they earn returns is just as important as their return on investment,” says Sue Dabarno, CEO and president of Richardson Partners Financial. “Our relationship with Jantzi Research reflects another way in which we deliver leading-edge solutions to address the evolving needs of our clients.”

Richardson is also offering clients the GWL Canadian SRI Mandate, which is managed by GWL Investment Management and uses Jantzi Research to provide clients with the opportunity to invest in socially responsible companies.

The mandate invests mostly in publicly traded Canadian companies that “conduct their business operations in a socially responsible manner and show strong growth prospects.”

The mandate will avoid companies that have a substantial stake in the manufacture or distribution of tobacco or liquor products, weapons systems, gaming products and pornography.

(05/08/08)

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.