What is Vision Investing?
There are a wide range of investment strategies that can help align financial objectives with personal values. We define our approach as "Vision Investing" which encompasses three key pillars: values alignment, investing with impact, and Environmental, Social and Governance (ESG) integration.
The three pillars of Vision Investing
Aligning your values with your investments begins with identifying the issues, preferences, and concerns that are most important to you and then seeking to reflect this in your investment decisions. Vision Investing can help tailor your investments to your beliefs –seeking a triple bottom line of profit, purpose and impact.
Investing with impact is the practice of using investments to generate identifiable and measurable positive impact in addition to financial returns. Rather than simply avoiding investments that may do harm, investing with impact aims to generate the positive change you want to see while pursuing your investment goals.
ESG is data that can be used in financial analysis to help identify potential environmental, social, and governance risks that can impact a company’s performance.
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Vision Investing: Values Alignment
Vision Investing is a strategy that helps tailor investors’ portfolios to their personal values.
This video highlights how Vision Investing can incorporate investors' beliefs on environmental sustainability, or social issues, such as, diversity, religious beliefs, and human rights into their investment strategy.
Vision Investing: Investing with impact
Vision Investing helps investors align investment objectives with their personal values.
This video highlights how Investing with impact aims to generate the positive change you want to see while pursuing your investment goals.
Vision Investing: ESG Integration
ESG is data that can be used in fundamental financial analysis to help identify potential environmental, social, and governance risks and opportunities that can impact a company’s performance.