How to Invest Intentionally with Lindsey Woodward

So you want to invest your money, but you also want to invest in companies doing good things for the world. Can you do that? Absolutely! You can invest intentionally and help make a change for the better. But how? On this episode of If Money Were Easy, Mary Beth and Neela talk to Lindsey Woodward from Abacus Wealth Partners about ways to invest guided by your values, what your investment options are regarding ESG, socially responsible investing, and impact investing, and how to invest with confidence.  Lindsey Woodward is the Co-Chief Investment Officer at Abacus. She has a wealth of knowledge and a history of investing intentionally while helping her clients do the same. Hear some of her tips on how to get started, how to make sure you're investing in ways that align with what you care about most, and hear about a true story when investor engagement created impactful change. For additional resources, information, and a full transcript of the episode, visit our website here. What You'll Learn in This Episode: What values-aligned investing means Ways you can screen your portfolio to reflect your societal beliefs and values The best way to divest, invest, and engage with companies to make an impact in your investing How companies are reacting when shareholders come together and speak up about a societal issue The reason ESG investing is gaining popularity Arguments for and against ESG investing The best way to tell if you are investing in a true ESG fund (and not being suckered into a marketing scheme) A good resource showing how a specific fund ranks in areas that are important to you Myths around values-aligned investing You want to make an impact everywhere with your investing, so where to start? Is impact investing a trend or will it be around for a while? Where demand is coming from for ESG funds and intentional investing How intentional investing has evolved over the years The best way to measure your impact when investing intentionally The benefit of an impact report and what it looks like at Abacus Wealth Partners One investment story that resulted in positive change The top two steps to start your journey in intentional investing  Resources Mentioned on the Show: As You Sow Money & Values: Creating Your Money Mission Statement Additional Resources: An Introduction to ESG Investing How to Integrate ESG Investing into Your Portfolio Shareholder Engagement: Moving Companies Toward Positive Change Are My ESG Investments Greenwashed or the Real Deal? The 'G' in ESG The Truth About Values-Aligned Investing How to Invest with Diversity in Mind Building a Portfolio Through a Climate Impact Lens Stay Connected: Connect with Lindsey on LinkedIn or reach out at [email protected] Join the Abacus community by connecting with us on Facebook, Twitter, Instagram, and on LinkedIn Connect with Mary Beth on Twitter, Instagram, and on LinkedIn Connect with Neela on Twitter, Instagram, and on LinkedIn   See important disclosure information.