What is a Values-Based Investment Strategy?

Values-Based Investing

At its core, values-based investing is the alignment of investment decisions with your personal ethics or values. While we all consider what is important to us when we make choices in life, when it comes to investment decisions, this is often more complicated that it should be.

Our client discovery process will help to uncover what is important to you when it comes to how your money is invested. This involves discussion around types of products, different approaches to investing, what these can cost and how your money will actually be invested.

Where appropriate, we can also support you in accessing socially responsible investment opportunities. Applying this approach involves diligently allocating funds to invest in businesses and organisations that reflect your beliefs.

Guiding Principles of Socially Responsible Investing

In addition to reviewing their overall financial performance against the market, socially responsible investment strategies are inherently personal and therefore the metrics by which they are measured vary greatly and are dependent on your individual values.

Future Focus Financial Planning utilise the United Nations Sustainable Development Goals as a set of guiding principles for responsible investment that address global issues including poverty, inequality, climate change, environmental degradation, prosperity, and peace.

Investment strategies can be tailored, developed and executed based on your personal preferences and your key areas of interest.

Ethical Investing

As the first members of the Ethical Advisers' Co-Op in the Illawarra we aim to support you and the broader Illawarra community in investing in line with your personal ethics.

While we work to uncover your values and help you invest accordingly, if you would like to first learn more, check out the Ethical Investment Guide prepared by the Co-Op.

Investment Returns

You don’t have to give up performance to pursue investments that align with your personal values. In fact, having a future focus often means avoiding dying industries which can be more volatile short term and have weaker long term prospects. Invest in the future, your future.

UN Sustainable Development Goals by 2030

Global Sustainable Development Goals for 2030 as prepared by the United Nations (2015)

Global Sustainable Development Goals for 2030 as prepared by the United Nations (2015)