Values & Faith-Based Investing

The demand for socially responsible investing strategies is growing and the cash flowing into them shows it. Exchange-traded funds with ESG characteristics - ESG of course stands for environmental, social, and governance - have attracted the lion's share of equity money in recent years.
In true “follow the money” form, Wall Street has taken notice. There are now many different kinds of socially responsible investment products to choose from. One you don’t hear a lot about is values and faith-based investing, a niche that has been around for decades through separately managed accounts and a few mutual funds.

This week’s guest just might change their low profile. He is a widely followed market strategist and successful investor, Robert Doll, Chief Investment Officer and Portfolio Manager at Crossmark Global Investments which he just joined this year.
Doll will fulfill two missions for us. He’ll explain what values and faith-based investing means and update us on his current assessment of the markets and recommended investment strategies.
WEALTHTRACK #1819 broadcast on November 05, 2021

00:00 Hello
00:59 Introduction
02:54 Interview with Bob Doll
24:42 One Investment
25:15 Action Point

More Info & download Boll's commentary: http://wealthtrack.com/values-and-faith-based-investing-with-veteran-strategist-bob-doll/