We can help you make a positive impact with your portfolio
and invest in ways aligned with your values.
At Hesperian, we specialize in impact investing and values-based investing. The first step is knowing yourself as an investor. Do you want to invest for the future while making a positive impact on the world around you? Or do you want to express your values and beliefs through your portfolio out of a sense of personal responsibility? Or is it a mix of both? No matter what your motivations, we’ll help you engage with your portfolio on a deeper level and feel proud of how you’ve invested.
Be Impactful
From an impact investing perspective, it’s less about what investments you’re screening out and more about the willingness to invest in some imperfect companies because you know your money’s managed by teams working to transform them. The simple fact is: You can’t change what you don’t own. Ownership gives you a seat at the table and the chance to move a company in the right direction.
Out of our deep due diligence, we’ve identified a select group of investment options run by firms dedicated to reforming capitalism through shareholder votes and corporate engagement. And we monitor their activities and regularly report on what they are doing and achieving because that’s what our clients are paying for—to fund this work and achieve demonstrable impact.
Uphold Your Values
You may feel a moral imperative not to support corporations whose industry or behavior is at odds with your faith, your values, or the issues you care about. In that case, screening out certain investments does make perfect sense. There may be funds that can help you achieve this aim cheaply without taking on undue risk. On the other hand, they might employ screens you either don’t care about or are even opposed to. If you want to take a more active role, the best approach for values-based investors may involve personalized screens and direct ownership, which incidentally can offer additional tax and diversification benefits as well. We can help you understand your values and build a portfolio just for you.