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.

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.