CHAPTER 8

Public Equities: Select Values-Aligned Investments

WHAT'S NEW

Companies

Barron’s 100 Most Sustainable Companies for 2021. The title says it all In Barron’s view, these are the 100 most sustainable companies for 2021. Top positions go to Best Buy, Agilent, and Ecolab. Scroll to the bottom for the entire list. Calvert, a sustainable investment leader, created the list.

Stock Funds

ARK Investments is run by Cathie Wood. She and her team believe they will change the world through “disruptive innovation” and adherence to sustainability factors. In this article, she is heralded as “not only today’s hottest fund manager but one of the hottest performers of all time.”

Impact Shares is a relatively new and small, but innovative, ETF fund provider. They help organizations translate their social values into an investible product that is traded on the New York Stock Exchange. Examples include an ETF with the National Association for the Advancement of Colored People (NAACP) and another with the YWCA to advocate for women. Since the company has a total of just over $21 million in assets under management, these investments should be considered higher risk.

CHAPTER 8

Public Equities:
Select Values-Aligned Investments

WHAT'S NEW

Companies

Barron’s 100 Most Sustainable Companies for 2021. The title says it all In Barron’s view, these are the 100 most sustainable companies for 2021. Top positions go to Best Buy, Agilent, and Ecolab. Scroll to the bottom for the entire list. Calvert, a sustainable investment leader, created the list.

Stock Funds

ARK Investments is run by Cathie Wood. She and her team believe they will change the world through “disruptive innovation” and adherence to sustainability factors. In this article, she is heralded as “not only today’s hottest fund manager but one of the hottest performers of all time.”

Impact Shares is a relatively new and small, but innovative, ETF fund provider. They help organizations translate their social values into an investible product that is traded on the New York Stock Exchange. Examples include an ETF with the National Association for the Advancement of Colored People (NAACP) and another with the YWCA to advocate for women. Since the company has a total of just over $21 million in assets under management, these investments should be considered higher risk.