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7: Investing With Your Values

Updated: Aug 23, 2022

  1. Define your values in investing. ESG. SRI. Environmental, Social, and Governance and Socially Responsible Investing. It can be more specific for companies such as carbon emissions. Air and water pollution. Deforestation. Green energy initiatives. Waste management. Water usage. Employee gender and diversity. Data security. Customer satisfaction. Company sexual harassment policies. Human rights at home and abroad. Fair labor practices.

  2. How to get started. Large broad SRI mutual funds such as Vanguard Social Index. It follows the FTSE4Good Index. An index is a method to track the performance of a group of stocks. This index: Excludes stocks of certain companies in the following industries: adult entertainment, alcohol, tobacco, weapons, fossil fuels, gambling, and nuclear power, violations of labor rights, human rights, anti-corruption, and environmental standards, and companies that do not meet certain diversity criteria.

  3. Want to get more specific? Maybe you want to focus on a specific area such as: Climate change, water, and gender equality. Fidelity has a group of mutual funds that are more focused.

    1. Fidelity Climate Action Fund (FCAEX) -Invests in companies that are removing, reducing, or mitigating the effects of climate change.

    2. Fidelity Water Sustainability Fund (FLOWX) -Invests in companies helping to deliver safe, reliable, and easily accessible water.

    3. Fidelity Environmental Bond Fund (FFEBX) - Invests in the debt of companies and projects that are recognizing, disclosing, and reducing environmental risk.

    4. Fidelity Women's Leadership Fund (FWOMX) -Invests in companies that prioritize and advance women’s leadership and development.

    5. Fidelity Environment & Alternative Energy Fund (FSLEX)

  4. Set it and Forget it. Consider an ESG roboadvisor Carbon Collective

  5. Big SRI mutual fund companies. Domini. Calvert. Pax.

  1. The average family of 4 spends $1,800 a year on clothing.

  2. The first bra was made of handkerchiefs! Mary Phelps Jacobs invented it in 1914.

  3. A pineapple can last 5-6 days if you put it in the fridge.

  4. Esther Takeuchi has more patents than any American woman. She's invented & patented 150 things including the compact batteries that power most implantable cardiac defibrillators (ICDs).

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