Values-Aligned Investing with Confidence and a Conscience
First Affirmative’s deep analysis and up-to-date research build values-aligned investing solutions that help your money drive progress on a range of economic, environmental and social challenges.
We use values-based criteria to build portfolios best positioned to sustain long-term shareholder value. We combine the insights of decades of values-aligned investing expertise with the objectivity of quantitative portfolio construction techniques to deliver competitive returns while supporting your values.
Our proprietary VADIS makes it easy for advisors to work with their clients to identify their priority values and sort through impact preferences in each of those chosen fields. You end up with a portfolio that matches your desire for economic return and societal change. They can work together.
Here are some of the frequently requested categories used by First Affirmative to screen and recommend portfolios that reflect progress or potential in each field. Please click through to see some of the criteria we use for screening.
