Values Alignment Part 2: Achieving Values Alignment through Customized and Standardized Strategies


A lot of investors interested in values-aligned investing seem to struggle with a dilemma: they want to values align their portfolio, but often do not know how to accomplish this.  Our discussion attempts to demystify this process by exploring values alignment using both customized and standardized approaches.  In particular, we explore the customized indexing process with Liz Michaels of Aperio, a global equity indexing manager specializing in tailored solutions that reflect values expression.  Starting with the initial social conversation to define an investor’s values, and translating this into a unique indexed investment strategy, we dive into the benefits and challenges associated with customization, explore standardized strategies, and assess the outlook for both.

Read the full transcript.

See below for participant’s bio:
Liz Michaels