If you’re ready to consider aligning some of the money you have in public equities with your values, these videos help guide you through the steps outlined in Chapter 8 of Activate Your Money.

Step 1. Check the values-alignment of your current assets

Individual Stock Assessment Demo. In this video, you will learn how to use some of the web-based tools mentioned in Chapter 8 to assess the values-alignment of individual stocks. After watching the video, you can use these tools to check your current investments and research stocks that are more aligned with your values. You can find even more tools in the Chapter 8 Dig Deeper section of this site.

Stock Fund Assessment Demo. This video shows you how to find the values alignment of your stock funds using As You Sow Invest Your Values, which is an invaluable aid for values-aligned investors. You can use this tool to check your current investments and research funds that you might prefer to own. You can find additional tools in the Chapter 8 Dig Deeper section of this site.  

Step 3. Research your values-aligned options

Finding Values-Aligned Stock Funds Demo. Watch this video to see a demonstration of how As You Sow’s Invest Your Values can be used to research and find stock funds that are more closely aligned to your investment preferences. Once again, you can find even more tools in the Chapter 8 Dig Deeper section of this site.

Public Equities Holdings Worksheet Demo. In this video, Janine demonstrates how she uses the Public Equities Holdings Worksheet to add values-alignment lenses, and to compare and contrast stock funds.