Life Kit How to make ethical investing work for you
Jan 13, 2022
Manisha Dekor, a seasoned financial planner with over 25 years of experience, shares her insights on ethical investing. She explains how to align investments with personal values using ESG criteria. The discussion covers the complexities of selecting ethical investments and the rising trend of incorporating such options into workplace retirement plans. Manisha also offers practical tips for beginners to navigate the challenges of investing responsibly while achieving financial success, making money work for a better world.
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Prioritize Your Cause
- Prioritize your ethical concerns when investing.
- Focus on a specific cause instead of trying to address everything at once.
Surprising Holdings
- ESG fund holdings can be surprising, like ExxonMobil being included for DEI policies.
- Ethical investing is complex and requires careful examination of fund strategies.
Early Ethical Investing
- Early ethical investing focused on religious exclusions, like avoiding abortion or birth control related stocks.
- Later, broader exclusions like "sin stocks" (alcohol, tobacco) emerged.
