2/15/22
By Mark Sauer
Is it to grow capital? To prepare for retirement? To beat inflation? To contribute to a specific cause? Or maybe a combination of these?
At AllOne we believe the purpose of investing is to create a virtuous cycle by allocating capital to companies that create the greatest societal returns — both in business as usual and in improving the welfare of customers, employees, suppliers, and communities.
This virtuous circle is synergistic and, therefore, drives present returns, as well as, future growth and opportunity. Investing is a vehicle for advancing society – voting with your shareholder dollars – when we recognize the powerful connection between company strategy, social purpose, and economic value.
For more about this perspective on investing and the impetus behind our own strategy, click “Read More” below for a powerful article. George Serafeim – one of the researchers mentioned and a professor at Harvard – is a large reason why I started AllOne back in 2017 with a mission to change the perception of SRI/ESG investing.
If you are curious to learn more about AllOne and our investment strategy, set up some time to speak directly with me, here.
Warmly,
Mark Sauer
Info@AllOneWealth.com
