Values-based investing has a long history in the U.S., but recently there has been increasing interest in incorporating environmental, social and governance issues into the construction and management of portfolios.
Some investors can obtain their desired exposure with an ETF or mutual fund incorporating ESG considerations. However, these one-size-fits-all solutions have certain limitations. In particular, many investors may find that they are better able to express their personal values in a separately managed account. And, as an added benefit, an SMA can offer the potential for tax management within the parameters of their unique mandate.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access