At the Money: Aligning Investments With Personal Values

 

 

Aligning Investments With Personal Values with Ari Rosenbaum, O’Shaughnessy Asset Management (Nov 1, 2023)

The term ‘ESG’ gets thrown around in investing all the time. But, there’s a better way to align your investments with your personal values. In this week’s episode, Barry Ritholtz speaks with Ari Rosenbaum, principal at O’Shaughnessy Asset Management, about how to tailor investments to your ideological preferences.

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About this week’s guest:

Ari Rosenbaum is the Director of Private Wealth Solutions at O’Shaughnessy Asset Management, now a part of Franklin Templeton. He helps manage Canvas, their direct indexing product.

For more info, see:

OSAM Bio

LinkedIn

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Find all of the previous At the Money episodes in the MiB feed on Apple Podcasts, YouTube, Spotify, and Bloomberg.

 

 

 

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