On February 12, 2013, Loring Ward,
a San Jose, CA based Turnkey Asset
Management Provider (TAMP) dedicated to helping independent advisors become the
most trusted and valued professional in their clients’ lives, introduced their new “Personal
Values Investing” approach to portfolios, which provides a resource for advisors who
want to help clients reach their investment goals while staying true to their
values. Some investors want to invest only in companies whose business practices are in line with their most deeply held social and environmental beliefs and values, but they also want their investments to help them meet their financial goals. Advisors may be challenged to develop portfolios that achieve these dual objectives.
“Personal Values Investing” is how they can marry the two. In
this webinar recording, Sheldon McFarland,
VP, Portfolio Strategy and Research, and Joni Clark, CFA, CFP®, Chief Investment Officer, looked at the
trends in Personal Values Investing, discussed Loring Ward’s Socially Responsible
Investing (SRI) models and introduced the new Sustainability models.
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