Values-Based & Faith-Based Investing | Definitions & Strategies
Do you want to exclude certain industries from your portfolio?
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Values-based investing aligns your personal values with your financial decisions. It includes “faith-based” investing, where people use their religious beliefs as a financial guide. For others, strong convictions about topics such as the environment may direct how they choose to invest their money.
Faith-based, or values-based, investing is a subset of socially responsible investing, but its focus is often narrower and usually seeks to exclude stocks, bonds, and funds in certain industries or themes. This type of investing can offer peace of…
