Values & Investing
In partnership with Value Aligned Capital, we work with clients to strengthen the alignment of your investments (personal and/or foundation) with your values. Through this process we:
- Identify your personal and investing values.
- Look at current investments with a triple-screen values lens to identify:
- Investments potentially misaligned with your values (negative screen)
- Companies with inadequate ESG (Environmental, Social, Governance) practices, resulting in increased risk (sustainability screen)
- Holdings that directly align with your values and help create the change you would like to generate (positive screen)
- Collaboratively design an action plan for clients to increase alignment of their investments with their values.