Canadian Social Investment Conference wrap-up: Complete coverage (plus special bonus tool)

By Doug Watt | June 4, 2003 | Last updated on June 4, 2003
2 min read

((June 2003) The Social Investment Organization (SIO) hosted its biannual gathering in Vancouver in June, with an educational itinerary ranging from hands-on strategies for promoting socially responsible investing with clients to the current state of the SRI industry and dearth of both product and advisors. To read all about the challenges and opportunities that exist in this niche, be sure to check out reporter Doug Watt’s complete coverage (which includes a bonus tool you can use with your clients and prospects) from this conference:

Ahead of the SIO’s Vancouver event in June, president Eugene Ellmen spoke with about the current state of Canada’s SRI industry.

The recent push toward improved corporate governance provides a foot in the door for the social investment community, according to industry experts at the SIO conference in Vancouver. To read more about this opportunity, please click here.

There’s been little growth in the number of financial advisors working in the SRI field in Canada. Find out what can be done about it and why it might be an advantage for you by clicking here.

While there will always be critics, advisors can respond positively to some of their clients’ concerns about SRI. Here are some strategies from Brent Sutton, vice president of Phillips, Hager & North and lead manager of the company’s family of SRI funds.

Canada’s SRI industry needs to improve its communication strategies — and perhaps consider a name change — if it hopes to grab a bigger share of the market. Read what industry insiders had to say about what needs to be done.

Looking to introduce or re-introduce the concept of socially responsible investing to your clients and prospects? Here’s a customizable template letter to initiate the dialogue.

Doug Watt