How Values-Based Investing Yields Better Returns

What you need to know about values-based investing

Find out how values-based investing yields better returns on this episode. Then download your FREE Queer Money Kickstarter, a 9-step Guide to Kickstart your Journey to Financial Independence.

How can you invest in values-based investing and still make money

More and more of us want to engage in values-based investing. And yet, few of us do because of the perceived risk. But is it true that investing in ESG (environmental, social, and governance) funds yields lower returns? Or can you put your money behind companies that fit your values and still make decent money?

Kylelane Purcell and Ben Vivari are co-founders of Till Investors, an initiative to promote the value of environmental, social, and governance funds. Kylelane and Ben are also the co-authors of the forthcoming book Sustainable Investing: An ESG Starter Kit for Everyday Investors.

On this episode of Queer Money®, Kylelane and Ben join us to discuss what’s behind the polarization of ESG investing and describe how well sustainable investment funds perform in the long term. Kylelane and Ben explain the benefit of impact investing versus boycotting or buying particular brands based on your values.

Listen in for Kylelane and Ben’s insight on identifying sustainable investment funds and learn how to separate rainbow-washing brands from those that serve the queer community.

Listen to get insight on values-based investing

Topics covered on values-based investing

What’s behind the polarization around environmental, social, and governance investing
How well ESG investments perform in the long term
Why most people want to invest sustainably, yet so few do (and how to bridge that gap)
What inspired Kylelane and Ben to write Sustainable Investing and who it’s for
Why so few financial advisors encourage ESG investing
Investing with your values in mind vs. boycotting or buying based on your values
How ESG funds consider companies being attacked for their DEI efforts, e.g., Target and Disney
Why the HRC stripped Anheuser-Bush of its top LGBTQ+ rating and what the company should consider before it responds
Why there’s truth to the catchphrase ‘go woke or go broke’
How LGBTQ+ supportive investors can separate rainbow-washing companies from those that serve our community
Resources for identifying funds and companies dedicated to values-based investing
Extending our concerns around fossil fuels to the packaging for products we buy

Resources on values-based investing

NYU Stern Study on ESG and Financial Performance on Stern.NYU.edu
UBS Own Your Worth Women on Purpose Report
HRC Corporate Equality Index on HRC.org
Article on the HRC Response to Anheuser-Busch on CNN.com
Forbes Interview with Dominic Barton of McKinsey & Company on Forbes.com
GLAAD.org
Out & Equal Workplace Summit on OutandEqual.org
AsYouSow.org
FossilFreeFunds.org
MSCI ESG Ratings & Climate Search Tool on MSCI.com
Morningstar on SustainAlytics.com
Sustainability Accounting Standards Board on SAAB.org
CreditWise

Connect with Kylelane & Ben

Till Investors
Till_Investors on X
Till Investors on LinkedIn
Till Investors on Facebook

Connect with David and John

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We’re David and John Auten-Schneider, the Debt Free Guys (www.debtfreeguys.com), and the Queer Money® podcast hosts. We help queer people (and allies) live fabulously, not fabulously broke, by helping them 1) pay off credit card debt, 2) become part- or full-time entrepreneurs and 3) save and invest for retirement.