Values & Investing

NORTHBOUND COACHING

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:

  1. Identify your personal and investing values.
  2. Look at current investments with a triple-screen values lens to identify:
    1. Investments potentially misaligned with your values (negative screen)
    2. Companies with inadequate ESG (Environmental, Social, Governance) practices, resulting in increased risk (sustainability screen)
    3. Holdings that directly align with your values and help create the change you would like to generate (positive screen)
  3.  Collaboratively design an action plan for clients to increase alignment of their investments with their values.