Masters in Business
At the Money: Aligning Investments With Personal Values
Aug 14, 2024
Ari Rosenbaum, a principal at O’Shaughnessy Asset Management, delves into the evolving landscape of personalized investing. He discusses how direct indexing enables investors to align their portfolios with personal values beyond mere financial gains. Rosenbaum explains the significance of customizing investments to reflect ethical beliefs, such as avoiding sectors like firearms. He also touches on the importance of gender diversity in corporate governance and shares strategies for environmentally-conscious investing.
09:34
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Quick takeaways
- Investors are increasingly prioritizing value-based investing to align their portfolios with personal beliefs beyond just financial returns.
- Tools like direct indexing empower investors to customize their portfolios by excluding companies that conflict with their ethical values, such as those in controversial industries.
Deep dives
Building Value-Based Investment Portfolios
Investors increasingly seek to align their portfolios with personal values rather than solely focusing on financial returns. The discussion emphasizes that individuals want to experience expressive benefits alongside utilitarian gains, prompting the rise of value-based investing. For instance, tools like direct indexing allow investors to avoid companies that do not align with their values, such as those involved in controversial industries like gun manufacturing or abortion. This approach enables a precise customization of investments to reflect diverse personal beliefs, whether they lean left or right.
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