One of our primary focuses at Boon Capital is to make sure that your investments align with your goals. We also want to make sure that your investments align with your values.
Values-Based Investing (not to be confused with Value Investing) is exactly what it sounds like. It's looking beyond a company's balance sheet and stock price and considering the economic and social impact a company may have.
There are different approaches to Values-Based Investing that an investor can take and various mutual funds and ETF's that are built to serve these. Here are the primary approaches:
Socially Responsible Investing (SRI)
Socially responsible investing (SRI): This involves avoiding putting money into industries that may have negative environmental or social effects, such as companies that produce tobacco, defense companies, or those that damage the environment.
Environmental, social, and governance investing (ESG):
This refers to making investment choices after considering each company's environmental impact, social impact, and corporate governance structure. Investors may look at executive pay, representation of women and minorities on the board, and a host of other ESG issues.
Impact investing:
This involves investing in companies with the goal of generating beneficial social or environmental change.
If this interests you, we are happy to help identify an approach that suits your needs and implement the proper investment solutions.