If you have ever recycled at home, avoided products made overseas by sweatshop labor, grown your own vegetables, supported gender and racial diversity, or owned a fuel-efficient car, then you may be surprised to discover your investments can be working against your values. Do you know what’s in your portfolio? How can you find out what your money is supporting? Old and new values investing
Evaluating your portfolio using traditional socially responsible investing or SRI analysis has been around for a long time. The process involves an investment style that includes or excludes companies in a portfolio based on screens using social, moral, ethical and religious criteria.