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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.

Do your investments reflect your values?

Get a closer look at how certain investing strategies may help you confidently integrate your beliefs into your portfolio without sacrificing performance.

Investing with impact through active ownership (PDF)

Global demand for responsible investing has resulted in more consideration of environmental, social, and governance factors in the investment process.

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.