Learning Center

#MeToo Movement and Gender Lense Investing: Part II

Identifying 210 Companies that could face #MeToo Investment Risks Introduction This is the second part of our series where we explore the importance of how well a company performs on Censible’s Women in Leadership Ratings, and how its gender diversity rating correlates with positive stock performance as well as

Investing

#MeToo Movement and Investing with a Gender Lens

In the age of #MeToo, screening gender diversity may help identify investment risk Awareness has grown dramatically during the past six months as women have come forward with stories of harassment and sexual misconduct by leaders in the workplace. Revered executives, once buoyed by their business ties, are now sinking

Investing

Risky Business: Top 10 Corporate Crackdowns

What are the 10 largest corporate fines and settlements in history and could a data-driven approach have helped mitigate investment risk? It’s easy to portray "Big Business" as the bad guy. In the investing business, we usually try to find the good guys. Identifying companies that make

Mindful Investing

Mindful mindset

Things to think about before you invest Every day, people make choices that reflect their values. Maybe you care deeply about where your food comes from, or reducing your carbon footprint, or empowering women. Whatever your priorities are, they probably influence decisions across your life. And more and more, people

Investing

Investing 101

A straightforward introduction to investing, designed for the mindful investor Mindful investing starts with informed decisions. And a little basic investment knowledge can go a long way in helping you make sense out of the financial world. Start at the beginning. What is investing? Investing means using money to make

From the Founders

3 things you might have missed in Warren Buffett’s annual letter

Warren Buffett’s annual letter to Berkshire Hathaway shareholders is highly anticipated — and for good reason. Mr. Buffett, the $74-billionaire, is quite possibly America’s most famous investor. Even those of us who don’t own stock in his company look forward to his shrewd (and often entertaining) observations. And

Mindful Investing

8 Things All Mindful Investors Should Read

Like everything, running your financial life falls somewhere between art and science. Blend a bit of skill and knowledge with a dash of faith, a dollop of luck, and a dose of experience. Add to that your own unique values, and voilá: your personal financial philosophy begins to take shape.

Investing

Why Long Term Investments Help You Build Wealth

Know when to hold ‘em Building wealth takes time. Sure, you can make a quick buck. Flipping a house. Timing a commodities trade just right. Winning the lottery. But there’s a reason why people say “get-rich-quick scheme” not “get-rich-quick investment strategy.” Amassing a fortune doesn’t typically happen overnight.

From the Founders

Reconnecting with Our Values

I’ve spent many years observing how people feel about their money, and it’s all-too rare that I meet someone who has a sane relationship with wealth. It’s unusual to find someone who feels secure about their future. People are fearful, frustrated or fed up. They worry about

Mindful Investing

Can Corporate Social Responsibility Change the World?

To be, or not to be… responsible Big corporations often shoulder the blame for contributing to a long list of societal ills. But what if those companies decided to actively solve these problems? What if ethical corporate behavior and shrewd business management led to a strong economy and a better

Mindful Investing

News Travels Fast: Risk and Reward in the Information Age

You can’t keep a secret In the age of social media and the 24-hour news cycle, there's really no such thing as keeping a secret. Good news or bad, a juicy story can spread like wildfire. When it's a headline-grabbing scandal or disaster, news travels even faster, and corporate

Mindful Investing

Divestment: Divest of both worlds

Ethical divestment—withholding or withdrawing capital from industries or companies that do not align with an investor’s values—has been a powerful tactic throughout the history of values-driven investment. And lately, the call to divest from fossil fuels can be both a soul-satisfying strategy, and a financially sound one.

Mindful Investing

The History of Mindful Investing

Mindful of the times Values-driven investing is nothing new. As long as people have been choosing how to spend and invest their money, their decisions have been influenced by religion, ethics and personal values. That could mean withholding money from causes, companies and activities you don’t believe in, or

Investing

Value Investing

Too good to be true Want to get in on the ground floor of an exciting opportunity, and rocket to dizzying heights of fabulous wealth with unimaginable prestige and influence, practically overnight? Want to turn a tiny investment into a vast fortune with nearly no skill, knowledge or hard work

From the Founders

Why Empowering Individual Investors Just Makes Sense

I don’t believe that money is the root of all evil. I am an investment advisor, after all. But, in observing the financial world, I’ve seen how the temptation of short-term profit can lead people astray. My observations parallel the findings of various studies: the current focus on

Mindful Investing

Investing with ESG Data

Extra special goodness: ESG is the secret ingredient ESG, like MSG, is widely used, misunderstood, and capable of giving some people a headache. Investing is like cooking: Most people aren’t great at it, but they keep slogging away, doing the best they can, because they can’t afford to

Mindful Investing

Mindful Investing 101

Breaking down the terms of the trade CSR, SRI, ESG, impact investing, community investing, mindful investing, shareholder action… What the what?! Mindful management of your financial portfolio can feel mind boggling. It’s a complicated business. And, the financial industry loves acronyms. But sift through all that jargon, and you

Mindful Investing

Why Mindful Investing Outperforms

SRI-minded companies can attract mindful investors and outperform their peers It’s a common misconception. For some reason, people have a hard time believing that it’s totally possible to meet your financial goals without sacrificing your beliefs. Make money? Stay true to your values? INCONCEIVABLE! But the truth is,