Customizing Portfolios to Reflect Personal Values

In this episode of At the Money, the discussion revolves around how investors can align their portfolios with their personal values. Direct indexing is introduced as an investment strategy that allows for the customization of portfolios. With direct indexing, investors have the flexibility to include or exclude specific stocks based on their preferences. For example, investors can avoid stocks associated with controversial topics like abortion or firearms. The host and guest also discuss how direct indexing can cater to investors who prioritize gender diversity or have concerns about environmental impact. By tailoring portfolios to reflect personal values, investors can align their investments with their ethical and social beliefs.