EPCNN Breakfast Meeting - What is Values-Based Investing
As director of Business Development, Shaun serves as the public facing brand developer and recruiter for EverSource Wealth Advisors. As he reaches out and engages with advisors and their teams, he consults with them to determine logistical and cultural compatibilities and walks them through the process of evaluating EverSource’s platform as they consider a transition. Shaun has spent his career in the wealth management industry as a wholesaler, spokesperson and writer for asset management firms. Over the course of his career, he has engaged with thousands of advisors from all channels of the industry—giving him a unique vantage point into the infrastructures, capabilities and cultures of different firms.
Values-based investing, Socially Responsible Investing, ESG, and Faith-Based Investing are all descriptions of investing styles that have gathered tremendous positive and negative attention over the past decade. Rarely, however, do people have a framework for understanding how these investing styles work and why people are drawn to them. This presentation will explain the emotional drivers that make these styles attractive and build a framework for understanding the dimensions of how investors implement these styles into their portfolios.
