RL061 - Retirement Lifestyle: Values-Based Investing with Jason Myhre, Director of Advocacy, Eventide Funds

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson and Adrian Nicholson talk to Jason Myhre, managing partner and director of advocacy at Eventide about values-based investing: the misconceptions around it and practical strategies you can apply. [00:03:32] Investing that Makes the World Rejoice [00:07:18] How Jason Got into Values-based Investing [00:12:44] Avoid, Embrace, Engage [00:17:21] The Trend Towards Values-based Investing [00:19:43] Can I Profit from Values-based Investing? [00:23:25] Engaging a Business to Change its Practice [00:29:45] Pre-IPO Placement [00:37:05] How Secondary Markets Shape Businesses [00:42:51] Values-based Investments are Long Term Partnerships [00:49:22] Financial Advisors as Stewards of Values [00:51:28] The Effect of Exclusionary Screening [00:56:01] Identifying Secular Growth Themes and Company Values [01:01:55] Industries to Look Out For [01:05:45] Values-based Investing is Hard Work Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905. Follow Us At: Website: https://retirementlifestyleshow.com/ https://www.retirewithroshan.com https://youtu.be/hKVzI87v0tA https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional. Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652.