Invest your values
In order to align investments with values, you must first know what companies you own. This is nearly impossible if you own mutual funds. These free online tools can show you exactly what companies are embedded in your funds and which funds are aligned with your values.
In order to align investments with values, investors must first know what they own. But since most investment portfolios and retirement plans rely heavily on mutual funds, it is nearly impossible for investors — foundations, endowments and individuals, including 91 million Americans with retirement accounts totaling $8.4 trillion in assets — to know what individual companies they actually own.
But now that’s changed. As You Sow’s Invest Your Values free online tools screen mutual fund holdings against specific environmental, social, and governance issues. Mutual fund investors can know what they own, and can align their investments with their values.
This transparency gives investors, for the first time, the ability to apply a values lens in evaluating mutual funds. It encourages fund managers to construct and offer responsive investment vehicles, and it exerts market pressure on companies to improve.
Want to help your readers invest their values? If you’re an organization with a website, we invite you to add our mutual fund screening widget: