Monthly Archives : April 2016


What are in my investments?

Mark Bateman - April 15, 2016

Frequently, negative screening issues, often referred to as “divestment issues”, are the topics that spark the first question a client will ask about values-based investing.  In my discussions with big and small investors over the years, they often have much more clarity about the things they don’t like, than the things they do like.  Whether it’s wanting to divest from fossil fuels, or animal testing, or firearms,  they know  they don’t want it in their portfolio.

And the question investors will ask will be, “What’s my exposure?”  Or, “How much of that do I own?”  For the equity investor with a (more…)