Purpose in a Portfolio: Bernstein’s Approach to Responsible Investing


July 16, 2018

Many investors are increasingly interested in pursuing good returns and good values at the same time—and we can help them achieve that end. “Purpose in a Portfolio,” offers a concise introduction to responsible investing while answering the three most common questions we hear:

  • What is values-based investing?
  • Can I still secure competitive returns?
  • Can responsibility be measured?

If you are inclined to add responsibility as a goal for your wealth strategy, the answers to these questions offer an ideal place to start.