Month: August 2019

As depicted in the below illustration, the foundation’s portfolio is comprised of two overarching buckets: Classic Investments and VAIs.  Classic Investments consist of traditional holdings, such as shares of Google or a U.S. corporate bond, which we only track the financial return.  The second bucket, VAIs, comprises traditional holdings analyzed via an unconventional lens tracking […]

Before delving into our unique values-aligned investment (“VAI”) framework and implementation, I would like to summarize and reference additional academic studies, which further dispel the myth that one sacrifices financial return when participating in VAIs.  CFA Institute Research Foundation in collaboration with Swiss Sustainable Finance published the Handbook on Sustainable Investments in 2017, which summarizes […]