Investing Sustainably in the Financial Sector

I love clients who push me towards new ideas in sustainable investment. Currently, I’m working with a lovely couple in Toronto who hold the honour of being my ‘deepest’ green clients so far. They are adamant that not a single dollar be invested in fossil fuels, and won’t tolerate any banks who themselves hold investments in coal, oil, and natural gas. I can’t, in good conscience, let them lose out on the strong financial returns and diversification benefits that come with exposure to the financial sector. So I got creative within these constraints, and here’s what I’ve come up with:

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How to Invest in Solar

The solar industry has been getting lots of positive news lately. An election in India has brought in a new government with the ambitious vision of deploying enough solar energy to ensure at least one lightbulb in every home by 2019. At the same time, the Chinese government is taking a hard turn towards renewables as air pollution chokes their cities and population. The new plan will triple their solar capacity to 70 gigawatts by 2017.

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How to Green your RRSP / TFSA

For Canadians who made the RRSP deadline this year, the question now becomes "How should I invest my rebate?"

Here are 3 smart strategies that are both RRSP and TFSA eligible to enhance your portfolio and invest in companies that are good for the environment:

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Sustainable Portfolios Outperform in 2013

As the clock ticked midnight and we entered 2014, I decided it was a good time to review the financial performance of my model portfolios.  I’m happy to report that 2013 was a great year for sustainable investment strategies, with each of my model portfolios doing about as well or better than its traditional benchmark.  The following table presents annual Net Asset Value (NAV) returns from Morningstar on Jan. 6, 2014:

2013_Portfolio_Returns.png

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How to Divest from Fossil Fuels in 5 Easy Steps

I've been getting lots of emails lately from people who want to divest their personal investments from fossil fuels.   

Here's how to do it:

1. Learn about online investing here and here

2. Open an online brokerage account

3. Transfer your RRSP / TFSA into this account

4. Meet with a financial planner and develop a portfolio like this one

5. Execute the trades

Congratulations!  You are the now the proud owner of a fossil fuel free portfolio!!

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Ontario Nonprofit Network Presentation

A couple of weeks ago, I gave a quick talk at the Ontario Nonprofit Network's annual conference in Toronto.  It was a packed house with about 350 people in the audience (including Premier Kathleen Wynne).   My task was to showcase the importance of the nonprofit sector to Ontario's economy, and to explain how organizations who maximize revenue can maximize their impact.

Here's the video:

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A Big Green Ray of Hope

It wasn’t that long ago that the green economy was seen as an outlier.  Traditionalists were banking on the rebuild of established sectors like automotive and finance.  The green economy was readily dismissed as tiny and although it might one day be important, that day was far off in the future.  Well, the future is here my friends.  Since 2009, I’ve been tracking the growth of the global green economy through the Green Transition Scoreboard®.  Every six months, I hunt for the best research to quantify private investments in the following sectors - Renewable Energy, Efficiency, Green Construction, Green Research & Development, and Cleantech.  Back in 2009, research was scarce and I had to scrounge for numbers.  Now, I’m finding robust numbers from some of the most respectable market research firms.  My initial finding of $1.4 trillion has blossomed into a massive $5.2 trillion.  Read the latest press release here.

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Why Invest in Water?

Originally published on watercanada.net

Many of my environmentalist friends question whether it’s right to put a price on water. They see water as sacred, and get upset when I talk about it as a commodity.

My standard response? We already have several prices on water, so get with the program.

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Fredericton Presentation - Sustainable Investing

My east coast tour wrapped up today with a great presentation at the Fredericton Convention Centre. A giant thank you to the Co-operative Enterprise Council of New Brunswick, the Pond-Deshpande Centre, the Economic and Social Inclusion Network, and OMISTA Credit Union.

It was a well-received presentation, followed by a great World Cafe dialogue facilitated by the lovely Amanda Haché. Here are the presentation slides:

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Don't let your money do things you wouldn't