An interview from Emerging ESG
Five Questions about SRI – Weekly Expert Interview with Helen M. Rake, Principal, Collins Capital Management, Inc., Jacksonville, Florida, United States of America – July 1, 2011
By Geoffrey on July 1, 2011
Each week Emerging Markets ESG publishes an interview entitled, “Five Questions about SRI.” The interview features a practitioner’s insights about SRI in emerging markets and through Emerging Markets ESG shares this expertise with a wide global audience. The goals of Five Questions about SRI are fourfold:
To reflect on what SRI in emerging markets means to practitioners; To collect a catalogue of examples of SRI in practice in emerging markets; To raise awareness about SRI in emerging markets; and To enable SRI practitioners in emerging markets to network with peers around the world. This week’s interview is with Helen M. Rake, Principal, Collins Capital Management, Inc., Jacksonville, Florida, United States of America.
Established in 2002, Collins Capital Management, Inc. (CCMI) provides comprehensive wealth management services (analysis, financial planning and portfolio management) customized to each client’s profile. Clients include business owners, individuals, qualified plans and trust accounts. CCMI has developed a proprietary three-part process to identify companies that meet Environmental, Social and Governance (ESG) criteria, are fundamentally sound and represent good current value. The process includes fundamental analysis, a SRI Criteria Matrix© and technical indicators. Helen M. Rake, Principal and Portfolio Manager, CCMI, is a Certified Financial Planner™ Professional. She is the President of the Northeast Florida Green Chamber, a member of the US Green Builder’s Council of Northeast Florida, the World Affairs Council and The Girls Gone Green. Helen has made it her mission to bring a better understanding of SRI to consumers and investors in Florida and beyond.