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Vision Investing

The idea of investors aligning their portfolios with their personal values has gone mainstream. Wells Fargo calls the intersection of values alignment, investing with impact, and environmental, social, and governance (ESG) integration with traditional investment considerations Vision Investing.

Vision Investing: Investing with impact (video)

Investing with impact aims to generate the positive change you want to see while pursuing your investment goals.

Vision Investing: ESG Integration

ESG data can be used to help identify potential environmental, social and governance risks and opportunities that can impact a company’s performance.

Vision Investing: Values Alignment (video)

Vision Investing can incorporate investors' beliefs on environmental sustainability, or social issues, such as, diversity, religious beliefs, and human rights into their investment strategy.