Investing with Values in Mind

Integrating a Social View into Your Investment Program

At Hewins Financial, we not only support our clients’ financial goals but can also help them express their values and their concerns regarding issues in the world through how they invest.

Socially responsible methods can be incorporated into both passive and active approaches to investing. They can be obtained at a reasonable cost and can include tax efficient strategies. We work with a number of investment managers to integrate social values into an investment program without having to sacrifice the sound, disciplined and cost-efficient investment principles that Hewins Financial advocates.

Whether the values and priorities a client has are viewed as “progressive” or “conservative” or they relate to issues like the environment, to labor practices, religious beliefs, weaponry, animal rights or best practice corporate governance, there are solutions that can simply screen out egregious practitioners. But there are also approaches that are inclusive, that reward those firms that are making sincere efforts to distinguish themselves for the common good.

Socially Responsible Investing
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In recent years the ESG movement has developed a strong following (ESG stands for environmental, social, and governance factors). The old notion that somehow doing good was bad for profitability and investment returns is now often opposed as contrary to common sense. The more thoughtful, accountable and transparent a corporation can be across all aspects of its activities, its workforce is likely to be that much happier, motivated and productive, which should translate to higher profits and returns on equity. The more environmentally sensitive a corporation is, the less vulnerable it would be to litigation and regulatory penalties. The more open management and directors are with shareholders on issues like compensation and conflicts of interest, the better their reputation for integrity will be, which should bestow a higher valuation for the shares. But to the extent that companies fall short, investment managers can also act as a catalyst for change and improvements on behalf of their clients through shareholder initiatives.

If integrating your values and concerns into your investment portfolio is important to you, please do not hesitate to consult with your advisor to review the full range of available options.

 

Hewins Financial Advisors, LLC d/b/a Wipfli Hewins Investment Advisors, LLC (“Hewins”) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. Hewins is a proud affiliate of Wipfli LLP. Information pertaining to Hewins’ advisory operations, services and fees is set forth in Hewins’ current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at www.adviserinfo.sec.gov. The views expressed by the author are the author’s alone and do not necessarily represent the views of Hewins or its affiliates. The information contained in any third-party resource cited herein is not owned or controlled by Hewins, and Hewins does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Hewins of the third party or any of its content or use of its content. The standard information provided in this blog is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice. If you have questions regarding your financial situation, you should consult your financial planner, investment advisor, attorney or other professional.
John Bussel
John Bussel

Principal, Regional Director, Chief Investment Officer

John Bussel is a Principal, Regional Director and the Chief Investment Officer for Hewins Financial Advisors, based in Miami, FL. With more than two decades of experience in investment management and planning for private and family-based foundations, John oversees every facet of Hewins' investment program and approach.

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Investing with Values in Mind

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