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Values-aligned investing seeks to align an investor’s financial objectives with their personal values. This investment approach may be suitable for those interested in sustainability, environmental or social issues or have specific religious preferences.
Values-aligned investing often integrates Environmental, Social and Governance (ESG) analysis into the investment process, which helps provide additional insights to the potential long-term risks and opportunities of the companies invested in. Wells Fargo offers investment solutions for clients interested in values-aligned investing. To learn more, speak with your investment professional today.
Values-Aligned Investing (Video)❯
Values-Aligned Investing can help incorporate investor’s beliefs into their investment strategy.
Environmental, Social, and Governance (ESG) Analysis (Video)❯
ESG analysis can help identify potential risks and opportunities that may impact a company’s performance.
An investment’s social policy could cause it to forgo opportunities to gain exposure to certain industries, companies, sectors or regions of the economy which could cause it to underperform similar portfolios that do not have a social policy. Risks associated with investing in ESG-related strategies can also include a lack of consistency in approach and a lack of transparency in manager methodologies. In addition, some ESG investments may be dependent on government tax incentives and subsidies and on political support for certain environmental technologies and companies. The ESG sector also may have challenges such as a limited number of issuers and liquidity in the market, including a robust secondary market. There are many factors to consider when choosing an investment portfolio and ESG data is only one component to potentially consider. Investors should not place undue reliance on ESG principles when selecting an investment.
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