CHAPTER 8

Public Equities: Select Values-Aligned Investments

TAKE ACTION

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. Janine demonstrates how to use some of the online tools mentioned in Chapter 8 to help assess the values-alignment of individual stocks. Use the tools to both check your current investments and research stocks you are considering buying.

Stock Fund Assessment Demo. Janine demonstrates how to find the values alignment of stock funds. One of the tools demonstrated here, As You Sow’s Invest Your Values, is invaluable for values-aligned investing.

Step 3. Research your values-aligned options

Finding Values-Aligned Stock Funds Demo. Janine explains and demonstrates how to use As You Sow’s Invest Your Values to find stock funds that are more closely aligned to your investment preferences.

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

CHAPTER 8

Public Equities:
Select Values-Aligned Investments

TAKE ACTION

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. Janine demonstrates how to use some of the online tools mentioned in Chapter 8 to help assess the values-alignment of individual stocks. Use the tools to both check your current investments and research stocks you are considering buying.

Stock Fund Assessment Demo. Janine demonstrates how to find the values alignment of stock funds. One of the tools demonstrated here, As You Sow’s Invest Your Values, is invaluable for values-aligned investing.

Step 3. Research your values-aligned options

Finding Values-Aligned Stock Funds Demo. Janine explains and demonstrates how to use As You Sow’s Invest Your Values to find stock funds that are more closely aligned to your investment preferences.

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