Introduction to Values-Based Investing

We align our values with almost every area of our lives – how we raise our children, how we vote, the charitable causes we support. What if we could do the same with our investments?

When most people think about investing, they think about the returns, their financial goals, and the risks involved. In reality, investing is company ownership, which magnifies our need to apply our values.

Values-based investors may begin by asking “What kind of companies do I want to own?”—which can lead them to consider three aspects of company ownership: Avoid, Embrace, and Engage.

To consider which values are most important to you to express in your investments, download the Values Inventory.