At the Money: Aligning Investments With Personal Values

Barry Ritholtz speaks with Ari Rosenbaum, Principal at O’Shaughnessy Asset Management, about aligning investments with personal values. They discuss tailoring investments to ideological preferences, utilizing direct indexing, and setting custom screens. Topics also include gender diversity, environmental investing, and creating animal-friendly portfolios. Overall, it explores different ways to create a values-based portfolio and the expressive benefits of these portfolios.