At the Money: Aligning Investments With Personal Values
Masters in Business
Bloomberg
4.4 • 2.2K Ratings
🗓️ 14 August 2024
⏱️ 11 minutes
🧾️ Download transcript
Summary
The term 'ESG' gets thrown around in investing all the time. But, there's a better way to align your investments with your personal values. In this week's episode, Barry Ritholtz speaks with Ari Rosenbaum, principal at O’Shaughnessy Asset Management, about how to tailor investments to your ideological preferences.
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Transcript
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| 0:00.0 | Hi, I'm Lisa Mateo, introducing you to the new Stockmovers report from Bloomberg. |
| 0:08.6 | These are short audio reports, five minutes or less, delivered right to your podcast feed throughout the day. |
| 0:15.2 | Stockmovers fills you in on the day's winners and losers on Wall Street and tells you about the news and data that's |
| 0:21.0 | driving those gains and losses. If you want to stay plugged into the stock market, but don't |
| 0:25.9 | want to spend all day watching tickers scroll across your screen, then Stock Movers is a place for you |
| 0:32.0 | to get informed. Listen a couple times throughout the day to find out what's moving equities and why. |
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| 0:44.4 | Get the latest stock news and data backed by reporting from Bloomberg's 3,000 journalists and analysts across the globe. |
| 0:53.0 | Subscribe to Stockmovers, wherever you get your podcasts. |
| 1:00.0 | You can't always get what you want. |
| 1:05.0 | You can't always get what you want. |
| 1:11.6 | But if you try sometimes, where you might find you get what you need, |
| 1:18.6 | I'm Barry Rittholtz, and on this episode of At the Money, we're going to discuss how our portfolios can reflect our personal values. |
| 1:28.2 | Our relationship with money is complicated and sometimes conflicted. |
| 1:31.9 | We want to invest in the highest performing stocks and indices, but sometimes we may not |
| 1:37.8 | love how some of those companies earn their money. |
| 1:41.5 | Meyer Statman, Professor of Finance at Santa Clara University, wrote the book |
| 1:46.0 | What Investors Really Want? He observes that investors want more than utilitarian benefits and |
| 1:53.2 | returns. They want expressive benefits as well. They want value-based investments. |
| 2:00.7 | I'm Barry Rittaltz, and on today's edition of At the Money, we're going to discuss how to align your portfolio with your personal values. |
| 2:09.3 | And no, we're not talking about being woke. |
| 2:13.3 | To help us unpack all of this and what it means for your investments, let's bring in Ari Rosenbaum |
... |
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