Part 1: Investors and advisors turn to SRI

Mark Begg, a vice president and investment advisor at Richardson Financial Partners Ltd., Eugene Ellmen, executive director of the Social Investments Organization and Gary Hawton, CEO of Meritas Mutual Funds, describe socially responsible investing, and the growth in retail and institutional interest in the category. They all spoke in Toronto. (Part 1 of 12).

For more, see:
Talking to your clients about socially responsible investing, by Wendy Cuthbert


Duration: 5 min 01

November 15, 2009

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Part 12: Roundtable on SRI’s outlook in Canada

Part 12: Roundtable on SRI’s outlook in Canada

Duration: 10 min 52

Sucheta Rajagopal, an advisor with Hampton Securties Inc. in Toronto, who deals almost exclusively in socially responsible investments, moderates a discussion about the potential for growth of the SRI industry in Canada, regulatory and government leadership and the challenge of integrating SRI...

October 17, 2009

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Part 11: SRI scores a big win with Say on Pay

Part 11: SRI scores a big win with Say on Pay

Duration: 6 min 13

Gary Hawton, CEO of Meritas Mutual Funds, and Stephen Griggs, executive director of the Canadian Coalition for Good Governance, discuss how some of Canada’s major public companies have agreed to shareholder advice on executive compensation, and its potential impact on pay globally. Meritas...

September 17, 2009

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Part 10: Social values victories are sometimes works in progress

Part 10: Social values victories are sometimes works in progress

Duration: 7 min 36

Advisors and industry executives describe several positive social victories for which the SRI industry takes some credit. (Part 10 of 12)

August 15, 2009

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Part 9: Four environmental victories for the SRI industry

Part 9: Four environmental victories for the SRI industry

Duration: 8 min 06

Advisors and industry executives name several positive environmental outcomes that the for which the SRI industry takes some credit. (Part 9 of 12)

July 15, 2009

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Part 8: Screening to promote shareholder activism

Part 8: Screening to promote shareholder activism

Duration: 6 min 48

Advisors, industry executives and describe positive screening and how it promotes shareholder advocacy and change in the social, environmental and governance arenas. (Part 8 of 12)

June 16, 2009

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Part 7: Clients arrive to SRI with negative screens first

Part 7: Clients arrive to SRI with negative screens first

Duration: 7 min 24

Chris Gordon, an advisor with Edward Jones in Mississauga, Ont., Gary Hawton, CEO of Meritas Mutual Funds and Keith McLean, a portfolio manager with I.G. Investment Management, Ltd., describe the changing landscape of negative screening in the SRI industry and how clients approach the industry....

May 15, 2009

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Part 6: SRI underperformance myth put to rest long ago

Part 6: SRI underperformance myth put to rest long ago

Duration: 6 min 37

Advisors, industry executives and analysts discuss the performance and costs of SRI investments compared to their peers, SRI indexes, and the experience of building portfolios with the category of investments. (Part 6 of 12) For more, see:

April 20, 2009

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Part 5: SRI Industry challenges KYC rules

Part 5: SRI Industry challenges KYC rules

Duration: 7 min 24

Investment Executive - Socially Responsible Investing Several advisors and industry participants discuss the possibility for changes to know-your-client and suitability rules to include a social values component. (Part 5 of 12) For more, see:



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