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I saw an ad recently that stuck with me. It said, “You have the power to change the world around you when you stand behind your values.” This is especially true for how we invest. All investments have an impact, either positive or negative. So why not invest in a way that supports what matters to you?
As fund investors, we can choose to actively promote the health and welfare of people and our environment through our investment choices. Yet even some of the most charitable people are not always aware of the impact of their investments.
There was a time when I was one of those people. In my work as a portfolio manager, I focused on how I could try to make money for my clients. And in my free time, I tried to make a difference in the world. I worked with nonprofits and foundations to support foster kids, the homeless and underserved people in my community, and I travelled to Honduras and Borneo to help build medical clinics for some of those countries’ most vulnerable, at-risk populations.
About 20 years ago, I started to think about how I could bring these two parts of my life together, and I started managing what was then called “socially responsible” portfolios for some of my clients. I used our time-tested Upgrading investment strategy to invest in sustainable funds, and I saw firsthand the satisfaction that my clients got from owning funds that they could believe in.
Socially responsible investing is now better known as sustainable responsible investing (SRI), and there are now far more choices for investors who want to better align their investments with their values (click here to learn more). I’m investing more of my portfolio in a sustainable way, and I hope you are, too.
As we enter the final quarter of the year, it’s time to start thinking about mutual fund distributions. Most funds distribute capital gains and income to shareholders in November and December. The Upgrader Funds pay distributions on the first business day of 2017, and these distributions are taxable in 2016. You’ll find estimated distribution information on the Funds’ website in December to help with your year-end tax planning.
President, FundX Investment Group