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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