Values-Based Investing and Your Portfolio: Resources for Individuals

All investments have impact - both positive and negative. With new tools and resources, it is more possible than ever to create a strong alignment between your values and your financial investments. What’s more, it’s possible to engage in values-based investing without sacrificing investment return. Values-based investing can be a comprehensive approach to analyzing your portfolio, uncovering and removing newly recognized risks. Taking action: Impact Investing Checklist Values-based investing, sometimes called “impact investing,” is an exciting journey that can encourage positive changes in companies, communities, and the environment locally ...