Toronto Wealth Group
TWG
Investments, Retirement Planning, Insurance.
Socially Responsible Investing (SRI)
Socially Responsible Investing (SRI) ~ Toronto Wealth Group
Socially Responsible Investing (SRI) ~ Toronto Wealth Group
My research into Socially Responsible Investing (SRI) has taught me that SRI has a broad definition.

Here are some definitions and articles on the topic as a starting point.

1) 
Wikipedia, the free encyclopedia, defines Socially Responsible Investing (SRI), also known as sustainable, socially conscious, "green" or ethical investing, is any investment strategy which seeks to consider both financial return and social good.

Please refer to Wikipedia for their most updated definition;
http://en.wikipedia.org/wiki/Socially_responsible_investing

2) 
Investopedia, defines defines Socially Responsible Investing (SRI), as an investment that is considered socially responsible because of the nature of the business the company conducts. Common themes for socially responsible investments include avoiding investment in companies that produce or sell addictive substances (like alcohol, gambling and tobacco) and seeking out companies engaged in environmental sustainability and alternative energy/clean technology efforts. Socially responsible investments can be made in individual companies or through a socially conscious mutual fund or exchange-traded fund (ETF).

Please refer to Investopedia for their most updated definition;
http://www.investopedia.com/terms/s/sri.asp

3)  Carleton Centre for Community Innovation - Investing in Communities
http://www3.carleton.ca/cedtap/stories/meritas.pdf

4)  RBC Global Asset Management - Does Socially Responsible Investing Hurt Investment Returns?
http://funds.rbcgam.com/_assets-custom/pdf/RBC-GAM-does-SRI-hurt-investment-returns.pdf


In the course of my research I have found many organizations that appear to be authorities in this area, but I have made a decision not to list them here for I am not endorsing them.

I am listing investment companies and their products on this page, for the purpose of my research is to give my clients the option to select Socially Responsible Investing (SRI) themes to include in their portfolios if they choose to.

Each company listed here has their investment theme clearly stated on their own website, and I have attached their weblinks so the reader can understand their investment philosophy.


DISCLAIMER:  THE INFORMATION PRESENTED HERE IS FOR REFERENCE ONLY.  PLEASE SPEAK TO YOUR INVESTMENT ADVISOR BEFORE MAKING ANY INVESTMENT DECISION FOR YOU CAN LOSE YOUR MONEY
Socially Responsible Investing (SRI)
Desjardins Funds
Socially Responsible Investing (SRI) ~ Toronto Wealth Group
Desjardins Funds - Socially Responsible Investing
http://www.fondsdesjardins.com/en/investissement/accueil-isr.jsp

Desjardins Environment Fund - Investing in a sustainable future
http://www.fondsdesjardins.com/en/produits/fonds-environnement.jsp

SocieTerra Portfolios
http://www.fondsdesjardins.com/en/produits/societerre-portefeuilles.jsp

SocieTerra Secure Market Porfolio - Aim for income and capital appreciation
http://www.fondsdesjardins.com/en/produits/societerre-boursier.jsp

SocieTerra Balanced Portfolio - Aim for balance between capital and income
http://www.fondsdesjardins.com/en/produits/societerre-equilibre.jsp

SocieTerra Growth Portfolio - Aim for income and capital growth
http://www.fondsdesjardins.com/en/produits/societerre-croissance.jsp

SocieTerra Growth Plus Portfolio - Aim for optimum capital growth
http://www.fondsdesjardins.com/en/produits/societerre-croissance-plus.jsp
Socially Responsible Investing (SRI) ~ Toronto Wealth Group
DISCLAIMER:  THE INFORMATION PRESENTED HERE IS FOR REFERENCE ONLY.  PLEASE SPEAK TO YOUR INVESTMENT ADVISOR BEFORE MAKING ANY INVESTMENT DECISION FOR YOU CAN LOSE YOUR MONEY
NEI Investments - Ethical Funds
NEI Investments
https://www.neiinvestments.com/Pages/AboutNEI/AboutEthicalFunds.aspx

Ethical Funds
http://www.ethicalfunds.com
http://www.ethicalfunds.com/Pages/SRI/Socially-Responsible-Investing.aspx

Ethical Funds and Portfolios
https://www.neiinvestments.com/Pages/products.aspx?brand=ethical

https://www.neiinvestments.com/Pages/products.aspx?brand=NEI%20Select%20Portfolios
http://www.ethicalfunds.com/Pages/EthicalFundsAndPortfolios/Ethical-Funds-and-Portfolios.aspx

Reports - Independent Review Committee of the NEI Funds

http://www.ethicalfunds.com/Pages/EthicalFundsAndPortfolios/Reports.aspx


Fixed Income Funds

NEI Money Market Fund
Provides regular income while maintaining liquidity and preserving capital.
Fund Fact Sheet 1          Fund Fact Sheet 2

NEI Canadian Bond Fund
Provides high current income while protecting your original investment.
Fund Fact Sheet 1          Fund Fact Sheet 2

NEI Income Fund
Provides high current income and the potential for capital gains.
Fund Fact Sheet 1          Fund Fact Sheet 2


Balanced Fund

NEI Ethical Balanced Fund
Provides a conservative mix of fixed income, Canadian and Global equities with multi managers.
Fund Fact Sheet 1          Fund Fact Sheet 2


Canadian Equity Funds

NEI Ethical Canadian Dividend Fund
Provides a balance between dividend income and capital growth through investments in Canadian equities.
Fund Fact Sheet 1          Fund Fact Sheet 2

NEI Ethical Growth Fund
Provides long-term investment growth by investing primarily in Canadian companies.
Fund Fact Sheet 1          Fund Fact Sheet 2

NEI Ethical Special Equity Fund
Provides long-term growth by investing in faster growing Canadian small and medium capitalized companies.
Fund Fact Sheet 1          Fund Fact Sheet 2


Global Funds

NEI Ethical American Multi-Strategy Fund
Provides long-term investment growth by investing primarily in companies listed on U.S. stock exchanges.
Fund Fact Sheet 1          Fund Fact Sheet 2

NEI Ethical Global Dividend Fund
Provides long-term capital appreciation and income by investing in global companies.

Fund Fact Sheet 1          Fund Fact Sheet 2

NEI Ethical Global Equity Fund
Provides long-term investment growth by investing in global companies.

Fund Fact Sheet 1          Fund Fact Sheet 2

NEI Ethical International Equity Fund
Provides long-term growth by investing in non-North American equities and emerging markets in all levels of market capitalization.
Fund Fact Sheet 1          Fund Fact Sheet 2


Managed Solution Portfolios

NEI Ethical Select Income Portfolio
Provides a high level of income and some potential for growth.
Fund Fact Sheet 1          Fund Fact Sheet 2

NEI Ethical Select Conservative Portfolio
Provides a moderate level of income and some potential for long-term growth.
Fund Fact Sheet 1          Fund Fact Sheet 2

NEI Ethical Select Canadian Balanced Portfolio
Provides a combination of income and long-term growth, with a focus on Canadian companies.
Fund Fact Sheet 1          Fund Fact Sheet 2

NEI Ethical Select Canadian Growth Portfolio
Provides long-term growth with some income, with a focus on Canadian companies.
Fund Fact Sheet 1          Fund Fact Sheet 2

NEI Ethical Select Global Balanced Portfolio
Provides a combination of income and long-term growth, with a focus on global companies.
Fund Fact Sheet 1          Fund Fact Sheet 2

NEI Ethical Select Global Growth Portfolio
Provides long-term growth with some income, with a focus on global companies.
Fund Fact Sheet 1          Fund Fact Sheet 2
Socially Responsible Investing (SRI) ~ Toronto Wealth Group
DISCLAIMER:  THE INFORMATION PRESENTED HERE IS FOR REFERENCE ONLY.  PLEASE SPEAK TO YOUR INVESTMENT ADVISOR BEFORE MAKING ANY INVESTMENT DECISION FOR YOU CAN LOSE YOUR MONEY
Meritas SRI Funds
Meritas SRI Funds
about_meritas.jsp
sri_components.jsp

Fund Profiles
http://www.qtrade.ca/orFundProfilesOV.do?value.fundType=102

Meritas Money Market Fund
Meritas_FFD_MM_Series_A.pdf

Meritas Canadian Bond Fund
Meritas_FFD_CB_Series_A.pdf

Meritas Jantzi Social Index® Fund
Meritas_FFD_JSI_Series_A.pdf

Meritas US Equity Fund
Meritas_FFD_USE_Series_A.pdf

Meritas International Equity Fund
Meritas_FFD_IE_Series_A.pdf

Meritas Monthly Dividend and Income Fund
Meritas_FFD_MDI_Series_A.pdf

Meritas Income Portfolio
Meritas_FFD_I_Series_A.pdf

Meritas Income & Growth Portfolio
Meritas_FFD_IandG_Series_A.pdf

Meritas Balanced Portfolio
Meritas_FFD_B_Series_A.pdf

Meritas Growth & Income Portfolio
Meritas_FFD_GandI_Series_A.pdf

Meritas Growth Portfolio
Meritas_FFD_G_Series_A.pdf

Meritas Maximum Growth Portfolio
Meritas_FFD_MG_Series_A.pdf
Socially Responsible Investing (SRI) ~ Toronto Wealth Group
DISCLAIMER:  THE INFORMATION PRESENTED HERE IS FOR REFERENCE ONLY.  PLEASE SPEAK TO YOUR INVESTMENT ADVISOR BEFORE MAKING ANY INVESTMENT DECISION FOR YOU CAN LOSE YOUR MONEY
DISCLAIMER:  THE INFORMATION PRESENTED HERE IS FOR REFERENCE ONLY.  PLEASE SPEAK TO YOUR INVESTMENT ADVISOR BEFORE MAKING ANY INVESTMENT DECISION FOR YOU CAN LOSE YOUR MONEY
Standard Life
Standard Life - Socially Responsible Investments
http://www.standardlife.ca/sri/

Standard Life’s Ideal Meritas Portfolios

Ideal Meritas Income & Growth Portfolio
IdealMeritasIncomeGrowthPortfolio.pdf

Ideal Meritas Balanced Portfolio
IdealMeritasBalancedPortfolio.pdf

Ideal Meritas Growth & Income Portfolio
IdealMeritasGrowthIncomePortfolio.pdf
Gary A. Hawton
CEO
Meritas Mutual Funds