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What is a Purpose Investor?

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With Purpose as a dominant personality characteristic, these investors place significant importance on meaning. Investing is not just about returns, but also a big way they can have a positive impact on the world around them. Purpose Investors may seek to impact the world through Socially Responsible Investing (SRI), Environmental, Social, and Governance (ESG), ethical investing, as well as faith-based and biblically responsible investing (BRI). They also may have a focus on diversity, equity and inclusion (D, E & I). Purpose investors are often generous in their giving and seek to express their values in as many aspects of their decision making as possible including who they work for, what they buy and what they invest in.

Examples of investments that may appeal to a Purpose investor are those with a focus on clean water or energy or companies that have a strong focus on gender or LGBTQ+ rights.

To distinguish what makes a Purpose investor from somebody who has strong views elsewhere in their personal life, it’s important to understand that people have different degrees to which they want to focus on returns when it comes to investing versus the positive impact on the world around them. For example, some investors prefer to keep all options open for investing and see charity and philanthropy as something very separate from growing their personal wealth.

Topics in Purpose Investing

Exchange Traded Funds (ETFs) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.