Description
Values-based investing, Socially Responsible Investing, ESG, and Faith-Based Investing are all descriptions of investing styles that have gathered tremendous positive and negative attention over the past decade. Rarely, however, do people have a framework for understanding how these investing styles work and why people are drawn to them. This presentation will explain the emotional drivers that make these styles attractive and build a framework for understanding the dimensions of how investors implement these styles into their portfolios.
Learning Objectives
1. Define values-based investing and understand its role in portfolio construction.
2. Identify industries and business practices that investors may choose to include or exclude based on ethical considerations.
3. Examine different approaches to integrating values into investment decisions, including screening, selection, and shareholder engagement.
4. Evaluate research on how corporate stakeholder practices may influence financial performance.
5. Analyze case studies of shareholder influence on corporate governance and policy.
6. Explore methodologies for constructing diversified portfolios that incorporate values-based criteria.