In today’s rapidly evolving financial landscape, many investors are seeking more than just monetary returns. Values-based investing, also known as ethical or socially responsible investing, allows individuals to align their investment choices with their personal values and beliefs.
At Astier, we understand that much of what drives our clients’ investment decisions are their personal values and beliefs and so at the heart of our investment management is ensuring we develop a tailored values-based investment plan. This approach not only fosters a sense of purpose but also promotes positive societal and environmental impacts.
What is Values-Based Investing?
Values-based investing involves selecting investments based on both financial returns and alignment with your own ethical, moral, or social values. This can include avoiding companies that engage in harmful practices, such as tobacco production or fossil fuel extraction, and instead supporting businesses that prioritise sustainability, social justice, and corporate responsibility
Benefits of Values-Based Investing
Alignment with Personal Values
- Investing in companies that reflect your values can provide a sense of fulfilment and purpose. Knowing that your money supports causes you care about can enhance your overall investment experience.
Positive Impact on Society and the Environment
- By choosing to invest in socially responsible companies, you contribute to positive change. This can include supporting renewable energy, fair labour practices, and community development initiatives.
Potential for Long-Term Returns
- Companies that prioritise sustainability and ethical practices often demonstrate strong governance and risk management. This can lead to more stable and potentially profitable investments over the long term.
Enhanced Risk Management
- Values-based investing can help mitigate risks associated with companies involved in controversial or unethical practices. By avoiding such investments, you reduce the likelihood of being affected by scandals or regulatory penalties.
Understanding What Investments You Own
Transparency and Accountability
- Knowing the details of your investments allows you to hold companies accountable for their actions. Transparency in your portfolio helps you make informed decisions and ensures that your investments align with your values.
Informed Decision-Making
- Understanding the nature of your investments enables you to make better financial decisions. This includes assessing the potential risks and rewards, as well as the impact of your investments on society and the environment.
Portfolio Diversification
- Being aware of what you own helps you diversify your portfolio effectively. Diversification reduces risk by spreading investments across different asset classes, industries, and geographies.
Active Engagement
- As a values-based investor, you have the opportunity to engage with companies and advocate for positive change. This can include participating in shareholder meetings, voting on important issues, and supporting initiatives that align with your values.
How We Can Help
Values-based investing offers a unique opportunity to align your financial goals with your personal values. By understanding what investments you own, you can make informed decisions that not only benefit your portfolio but also contribute to a better world. Embrace the power of values-based investing and take control of your financial future while making a positive impact on society and the environment.
If you would like to understand more about how Astier can assist you in achieving your personal ethical investing goals please contact us.
Planning for aged care
I wanted to give you an update on a topic we are finding more important than ever for many of our clients and let you know about resources you have access to through Astier and where we can help. No one likes to talk about getting older and the truth is, most of us avoid […]
Read article
Read more of our insights
A tailored process with a long-term vision
Understand
We apply our insightful expertise and experienced judgment to tailor long term and visionary solutions.
Analyse
Disruption has accelerated the pace change in Finance. We apply data-led insights and rapid scenario modelling to support our decision making.
Propose
Our bespoke plans are built around completely understanding our client’s needs and examining potential strategies and investments.
Implement
An agreed plan, implemented with care and precision that respects the treatment of personal information and carefully manages the liaison with key stakeholders, will ensure your plan is realised efficiently.
Review
Our continued monitoring and review of your situation, structures and investments, engages the accumulated experience of our team to help keep you on the path towards achieving your personal financial goals as the world around us continues to change.
Catalyse
your wealth
Our process
Stay informed
