MONEY WITHOUT MATH

Aligning Your Values with Your Portfolio


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Using an ESG (Environmental, Social and Governance) strategy in your portfolio is a way to invest your money to match your values.  Money is power if you choose to direct it towards change.  And as more and more companies are considering all of their stakeholders—not just their shareholders—in  how they make decisions, you can do just that. Sheila L. King, CFA, Vice President & Portfolio Co-Manager at Eagle Asset Management, Inc. explains how investing in companies and municipalities that are focused on being resilient and sustainable for the long haul is not only meaningful for you as an investor, but for our world at large. If you are interested in putting your money where your values are, take a listen to how this portfolio manager identifies corporations that are being good stewards to the environment and their communities.

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MONEY WITHOUT MATHBy Karen Coyne, CFP®