In this episode, I share my journey of becoming an investment manager at Natural Investments, a firm focused on socially responsible and impact investing. I discuss how I overcame my initial hesitation about joining the investment world and found alignment between my values and my work managing investments that create positive social and environmental impact.
I explore how highly sensitive people like myself can bring our values into our financial decisions, challenging the notion that values-aligned investing means sacrificing returns. I share personal stories and practical advice on how listeners can create more coherence between their money and their values, whether through investment choices or banking decisions.
Episode Highlights
[00:01:00] My story of Natural Investments' 40-year history [00:02:00] Focus on impact investing beyond returns [00:04:00] Client-focused preparation process [00:05:00] The approach to long-term strategy vs. market timing [00:06:00] Examples of values-aligned investments [00:09:00] My perspective as a highly sensitive person [00:12:00] A comparison of screened vs. conventional returns [00:14:00] Challenges to the profit-values tradeoff myth [00:15:00] My role supporting clients through challenges [00:21:00] My "one degree turn" philosophy
#ImpactInvesting #SociallyResponsibleInvesting #ValuesAlignedMoney #NaturalInvestments #HighlySensitiveMoney #ESGInvesting #SustainableFinance #EthicalInvesting #FinancialWellbeing #ClimateFinance
Resources
Natural Investments Banking on Climate Chaos report (2024) Better Banking Options All the Colors
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Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.
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