Values Based Portfolios

Values Based Portfolio Investing:

Investment choices to reflect your values in life.

One of the fastest growing areas of investment opportunities is Values Based or Socially Responsible investing where Social, Faith and Environmental values are incorporated into portfolio construction. These are oftern referred to as SRI/ESG considerations.

Overall  Faith Based and Socially Responsible models provide diversified market exposure and are designed to have risk/reward characteristics that are competitive with a portfolio constructed using unscreened peer groups.

Most socially responsible portfolios focus on screening out companies generating significant revenues from alcohol, gambling, tobacco, weapons, and including companies highly ranked in environmentaland human rights issues.

Faith based portfolios tend to exclude alcohol, gambling, tobacco, pornography, abortion/related research and include companies highly ranked in human rights, environment and stewardship.