Impact values

Key Insights on Impact Values

1. Values-Based Investing:

   • The concept centers on aligning investments with personal values, such as environmental sustainability, gender equality, and fair labor. Tools like the Impact app by Interactive Brokers facilitate this by allowing users to choose impact values and avoid specific business practices, thereby creating a socially responsible portfolio 1.

2. Personal Values and Well-Being:

   • According to Tim Kasser, a leading researcher on values, focusing on intrinsic goals (like personal growth, community involvement) rather than materialistic goals (like career success, popularity) promotes better mental health and well-being. Parents should emphasize healthy values to mitigate the negative effects of competitive environments on their children 2.

3. Evolving Economic Systems:

   • Sir Ronald Cohen argues that integrating impact with financial returns can address major global challenges like climate change and inequality. This shift in economic systems is driven by changing consumer values and technological advancements, enabling better measurement and broader dissemination of impactful investments 3.
     • 

       1

       Values-Driven Investing

       00:11:53
     • 

       2

       Impact of Personal Values

       00:42:01
     • 

       3

       Evolving Economic Systems

       00:30:47
       
     • 

       4

       Defining Impact Investing

       00:02:48

4. Defining Impact Investing:

   • Soraya Darabi describes impact investing as encompassing various sectors, including sustainable tech and accessible healthcare. Impact is measured using standardized methodologies like IRIS Plus, aligning investments with sustainable development goals. The intention is to generate both financial returns and positive societal impacts 4.

These insights underscore the growing recognition and integration of personal and societal values in investment decisions and the potential positive impacts on overall well-being and global challenges.