Values Based Investing

Women as active investors – shifting the economy, re-shaping market systems – confidently, competently, connected – that’s powerful.Suzanne Biegel, WDN Member

Our Vision

The Values Based Investing Circle is focused on educating and activating WDN members to use our investment portfolios and roles as influencers of investment capital, to achieve our aspirations for social change. We also aim to leverage our power as shareholders, trustees, and directors and to have a meaningful voice in the corporate boardroom.

Our Current Focus

We work to empower the women of WDN to expand their investment universe to include investments that may or may not have been part of their existing strategy. Our activities include the following:

  • Hosting conference calls on topics spanning all asset classes, shareholder engagement, and the personal and family dynamics of transitioning capital
  • Working with partners to host events on values based investing with a gender lens
  • Collaborating with other WDN donor circles to bring in the perspective of using investment as a tool alongside philanthropy and activism
  • Sharing resources with the WDN community to help members formulate investment strategies with an intersectional approach

Our Story

Our work has been particularly important in the wake of the fiscal crises of the past few years.

We have held several successful workshops on the topic of values-based investing and shareholder engagement, the first of which took place in New Orleans in 2008 and focused on “Values Based Investing 101” and general investment topics. We also held a follow-up workshop as part of the Climate Change Convening in 2009. In this workshop, we examined what we, as women investors, could do to re-evaluate and amend our portfolios to include the lens of climate change as a criterion in our socially responsible investing.

Recent activities have included sponsoring the Savvy Investor event at our 2012 Conference, as well as webinars on a variety of relevant topics, including:

  • Assessing Opportunities and Risk in the New Financial Environment
  • Leveraging Memberships’ Stories, Struggles, and Experiences to Help Us in Our Transitions to a Values-based Approach
  • Partnering with the Earth Circle to examine the role of investor activism
  • Using race, class, and gender lenses in investing

Our Partners

As You Sow
Confluence Philanthropy
ICCR
Investor Environmental Health Network
Investors’ Circle and Toniic
Rachel’s Network
Rainforest Action Network
Responsible Endowments Coalition
Women Moving Millions