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Barron's: "Forget ESG. 5 Ways One Advisor Helps Clients Match Their Investments With Their Values."

March 15, 2024

My latest article in Barron's on "Forget ESG. 5 Ways One Advisor Helps Clients Match Their Investments With Their Values."

You can READ the full article here.

#JonathanOnMoney #ParkBridgeWealth #Investing #FinancialPlanning #Israel Barron's Advisor

"ESG investing was all the rage over the past decade. I’ve seen socially conscious investors flock to companies and mutual fund strategies that marketed themselves as adhering to positive environmental, social, and governance principles. Over the past few years, however, some investors have raised questions about this strategy, the methodology used, and whether it best reflects their intentions. To be frank, many clients I’ve spoken with now view ESG as a marketing ploy by asset management firms to attract more assets.

I have been introducing clients who are disenchanted with traditional ESG strategies to a values-based approach to investing. This more personal strategy allows investors to curate portfolios using their own methodology for allocating funds that accurately reflects their own worldviews and personal creeds."

"...Investing in regions of the world that promote democracy and Western values: Other investors have specifically wanted to support Israel because it is the only democracy in the Middle East and promotes equal rights for women and members of the LGBTQ community. These clients have accomplished this goal by investing in Israel-based stocks, an Israel-based ETF, or individual Israeli bonds."