Socially Responsible Investing

Adding socially responsible investments to your portfolio

In truth, choosing a socially responsible investing (SRI) vehicle is not much different than considering any other mutual funds. SRI funds are now available in virtually every investment category (e.g. fixed income, equity, foreign, balanced) and in a number of management styles. A customized portfolio should be built based on your investment profile and time horizon. You could consider SRI component as an added benefit on top of those personal objectives. A win for you and a win for the environment.

We are pleased to report that your ScotiaMcLeod account offers you many SRI mutual funds from which to choose, including many recognizable names, like the original Ethical Funds. See the performance numbers....

Here are some relevant links and articles about this topic (no implied endorsement, see disclaimers):

More on socially responsible investing and evaluating companies/investments

• Social Investment Organization website
• Ethicsinaction.com
• Corporate Watch
• Amnesty International Canada on SRI
• "Matching your funds with your feelings", Gordon Powers, www.morningstar.ca, November 9, 2001

More from the fund companies

• Acuity Funds website
• Ethical Funds website
• "A better future", Ethical Mutual Funds Newsletter, Fall 2008
• Jantzi Social Index
• Inhance website
• Meritas website

Please contact your ScotiaMcLeod Wealth Advisor directly for more information or for investment advice tailored to your personal situation.

The information contained on this website is for use by persons resident in Canada only.