Values-based investing

Home/Tag: Values-based investing

A Decade Of Sustainable Funds Investing: 10 Years/10 Charts

In a research article published today by Sustainable Research and Analysis, a decade of sustainable investing developments as seen through the prism of mutual funds and ETFs is portrayed in the form of ten charts and commentary. The total net assets of mutual funds and exchange traded funds (ETFs) linked to sustainable investing expanded dramatically in

Trump creates positive effect on socially responsible investing

Donald Trump’s surprising ascent to president of the United States has brought many unexpected effects to the financial markets. Ironically, one has been a rapid increase in interest and adoption of impact investing and other types of values-based investing. Impact investing, or values-based investing, is a type of investing that helps people and/or organizations align

Why clients are interested in values-based investing

For some investors, maximising their returns or beating a benchmark is not the only thing that’s important. These investors, instead, attempt to create portfolios that reflect their values and beliefs. As well as looking at the investment’s expected return, volatility and correlation with other asset classes, they will also look at the company’s corporate practices