Impact Investing: Creating the Future We Want to See

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

Watch this episode on YouTube

Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.