LibraryScenariosHow values-based investing conflicts with optimal returns
Scenario

How values-based investing conflicts with optimal returns

I want to invest in individual companies I believe in ethically, but the data shows I should just buy the whole market through index funds regardless of what those companies do.

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More people experience this than they realize.

What we've seen

Moral convictions clash with financial optimization strategies.

Ideas that help explain it
Worth thinking about

“Where Are You with Index funds vs. active investing?”

If this sounds familiar, the Library can help you find the bigger picture.