Value Based Investing
Morally & Socially Responsible Investing examines your investments and determines which companies profit from or support issues that conflict with your beliefs.
Morally Responsible Investing
MRI focuses your investments on companies doing business in a way that emphasizes high moral character. MRI screens eliminate investment in firms that profit from or support abortion, pornography, alcohol, firearms or weapons of war, tobacco, entertainment, rights, or lifestyle. The screening is flexible, so we can be selective on companies or funds to avoid. We then look for suitable replacement companies by conducting research on the practices, history, and affiliations of potential portfolio companies or funds to ensure they reflect your values and priorities.
Socially Responsible Investing
SRI integrates your personal values and societal concerns with your investment decisions. SRI focuses on your financial needs and goals while also carefully considering the impact of your investments on society. Practically speaking, we build a portfolio for you and then screen components of the portfolio to eliminate certain companies or funds based on your values and concerns. After that, we seek replacements looking for companies that embrace sustainable practices, environmental stewardship, racial and gender equity, fair labor practices, human rights, consumer and employee protection, and other factors you would like included.
Case Study
Story: A couple is concerned about their investment’s financial return, and about making a positive impact on society through their investment dollars. The couple is very intent on making their money not only work for them, but work for social betterment.
Categories that the couple want to include are big promoters of environmental stewardship, consumer protection, human rights, and diversity. Conversely, company categories they want to avoid are: fossil fuel production, alcohol, tobacco, gambling, contraception, abortion, pornography and weapons.
The client isn’t sure how to know if their investments are simultaneously meeting their financial return, and social impact goals.
We can use our screening tools to eliminate companies that are not in-line with their values, the couple will be given conclusive guidance for how to allocate their investment.
We can implement and monitor their ideal investment portfolio. It is comprised of investments that support their values, desire to better the world, and at the same time helps them stay the course for their retirement planning.