You’ve learned the different jargon and strategies behind ESG Investing. Now, you want to implement this research into a real portfolio aligned with your values. Do you want to do-it-yourself or do you want help? Do you want help from a robo-advisor or a financial planner?

Screening, impact, engagement, and so on. Various ESG strategies to accomplish like-minded goals lends itself to a critical fork-in-the-road: which one is right for you?

Rhyme and reason are prerequisites to decision-making. Without understanding why, paralysis sets in. ESG, SRI, and Impact Investing share a similar likeness until you uncover their roots.

The landscape of values-aligned investing is full of confusion. Defining “ESG” often begats more rabbit holes. Fortunately, in 2004, the United Nations published a report coining ESG and gave it a skeleton. Corporations and investors across the globe now have guidance on how to integrate ESG issues and what those issues resemble.

ESG has become mud, a viscous acronym clogging the path where Earth meets the soul. Yet its bedrock is 4,000 years old. From ancient Judaic tradition to Quaker boycotts, conscience has always driven capital. We must harmonize currency and values—pursuing a better society rather than simply profit margins.

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