Special Report: 2005 Canadian Social Investment Conference

This ADVISOR Special Report is sponsored by:

(June 2005) The Social Investment Organization hosted its biennial gathering in June, with delegates tackling the challenges of marketing socially responsible investing to clients through the advisor channel. To read all about this year’s Toronto conference, check out Advisor.ca’s in-depth coverage (which includes a bonus SRI talking points tool you can use with your clients):

A group of experienced SRI advisors has set up a committee to help promote social investing at the retail level. To find out what they hope to accomplish, please click here.

Although the vast majority of Canadians believe the financial community should be paying more attention to social and environmental performance at the company level, researchers say that has not translated into greater interest in socially responsible investing. For more on the latest SRI research, click here.

Mutual fund industry executives are taking a critical look at socially responsible investing in Canada. And it’s not a pretty picture, particularly on the retail side. Click here for more on the state of SRI in Canada.

Canadians looking to advance socially responsible investing at the retail level are checking out the work being done in other countries, particularly Britain, considered to be at the forefront of the movement. Click here for more on the U.K. experience.

With more Canadians choosing to put their money with their morals, it’s a good idea to take some time to determine if your clients are candidates for socially responsible investing (SRI)— if you don’t, someone else might. Use the following checklist as a guide when introducing clients to socially responsible investments

Staff

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