Archive - December 2014

Dec
10
2014

Values Alignment Part 2: Achieving Values Alignment through Customized and Standardized Strategies



A lot of investors interested in values-aligned investing seem to struggle with a dilemma: they want to values align their portfolio, but often do not know how to accomplish this.  Our discussion attempts to demystify this process by exploring values alignment using both customized and standardized approaches.  In particular, we explore the customized indexing process with Liz Michaels of Aperio, a global equity indexing manager specializing in tailored solutions that reflect values expression. 

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Dec
2
2014

A Warm Welcome for Bill Gates

“In the history of successful social movements, there is always a flashpoint when the concerted strategy of a small group of people committed to a particular goal ignites a mass of people demanding change.”  Bill Gates, The Economist...


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