Posts tagged CNBC
From Sri To Esg, Values-aligned Investing Has Many Names. Let’s Decode The Lingo.

Values-aligned investing is called by many different names, which are commonly misused or misunderstood by investors. Let me decode the lingo, because a shared understanding of the terminology makes this type of investing more accessible to advisors and investors alike. Please note that there are no universally agreed upon definitions among professionals, and everyone uses the words a bit differently. After 15 years of working in this space, this is how I define the most commonly used terms.

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