How Can You Invest Your Values?

March 7, 2022
How can you customize your portfolio in ways that align with your own personal values? ESG investing might help you achieve your goals beyond just risk and return.

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After you listen

  • Learn more about how to invest in ways that reflect your own personal values at Schwab.com/SRI.
  • Follow Mark Riepe on Twitter: @MarkRiepe.
  • Learn more about how to invest in ways that reflect your own personal values at Schwab.com/SRI.
  • Follow Mark Riepe on Twitter: @MarkRiepe.

Is it possible for your portfolio to reflect your beliefs? ESG could be one way to help. ESG is an umbrella term to describe investing strategies that emphasize environmental, social, or governance factors, in addition to traditional measures of risk and return. Within this umbrella framework are strategies like SRI, or socially responsible investing; values-based investing; sustainable investing; and impact investing.

In this episode, Mark talks with Malik Sievers, head of ESG strategy for Schwab Asset Management. They discuss how to personalize your portfolio, the average performance of ESG funds, and how ESG funds may help make a difference in the world.

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