Values Based Investing in the 21st Centurty

Jason Howell |
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Millennials, women, high net worth families and institutions are demanding sustainable and responsible investing (SRI) to manage investment risk, reduce volatility while helping the community and the environment. Watch Sarah Sung, MBA, CPA and John Klinger from Open Invest, Co. (OpenInvest.co) discuss the important issues around value investing, ESG analysis, public benefit corporations and the future of impact investing.

Sarah and John answered the following questions:

  • What is “values-based” investing?
  • Can you explain “ESG” analysis?
  • How does OpenInvest make values-based investing easier?
  • What is a “public benefit corporation?”
  • What do you see as the future of values-based/ESG/SRI/Impact investing?

 

 

Jason Howell Company is an independent, family wealth management firm run by two owners who consider it their family business. Jason J. Howell, CFP®, CSRIC® and Douglas W. Tees, MBA, CFP® are both married to patient wives and are dedicated to their kids.

The firm owners believe that serving families through a process that supports family harmony, preserves family history and nurtures family values is the key to true wealth. It begins with a sustainable Investment Strategy and by equipping clients with three (3) tools for creating sustainable wealth. They call this process Family Governance. It goes beyond traditional financial planning by adding the "values management" and family history component. The firm stands for empowering communities, one family at a time.

For more information about our strategies, just book an introductory call: Introductory Call