"Your money is never neutral. It's always building, supporting, and endorsing, whether you're paying attention or not. In traditional investing, your money flows through standard mutual funds or ETFs, where it's automatically spread across hundreds of companies—some doing incredible work, others potentially working against everything you believe in."
"The Brio Pride Portfolio is built using a separately managed account (SMA) structure. It was developed in collaboration with Ethic, Inc., a technology-driven asset manager that specializes in values-aligned investing. Their platform makes it possible to filter companies that do or don't pass your vibe check while you own individual stocks directly."
"This isn't about trying to beat the market or making short-term bets. You're still invested across hundreds of companies and riding overall market growth, but the companies included are chosen with purpose and aligned with your values."
Traditional investing automatically spreads money across hundreds of companies through mutual funds and ETFs, often without investors knowing which businesses they support. This means wealth may inadvertently fund companies contradicting personal values. The Brio Pride Portfolio addresses this by using a separately managed account (SMA) structure developed with Ethic, Inc., a values-aligned asset manager. This approach allows investors to own individual stocks directly while filtering companies based on personal values. The portfolio maintains broad market exposure across hundreds of companies while ensuring each holding aligns with investor beliefs. Rather than attempting to beat the market, this strategy focuses on creating alignment between personal values and actual wealth deployment.
#values-aligned-investing #separately-managed-accounts #ethical-investing #socially-responsible-investing #impact-investing
Read at San Francisco Bay Times
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