Aligning investment choices with values [a webinar with Vanguard]

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Presented by

João Saraiva, CFA (Vanguard Asset Management Ltd), Lee Clements & Charlie Coles, CFA (FTSE Russell)

About this talk

FTSE Global Choice Index Series serves as benchmarks to Vanguard’s values-aligned ETFs. FTSE Global Choice Index Series is a market-capitalization-weighted index series employing a transparent rules-based methodology. The series is designed to help investors align their investment choices with their values by applying screens in three Product categories and two Conduct categories related to how companies affect society and the environment. The Global Choice framework allows investors to align their investment choices with their values by enabling them to invest in companies that are carefully screened for product- and conduct-related issues. Once the stock universe is screened for undesirable characteristics, the index is constructed transparently using market-capitalization weights. Join experts from Vanguard and FTSE Russell as they discuss: • Index construction: Product-related screening and conduct-related screening • Implementing an individual values-aligned portfolio strategy via ETFs **Please note that this webinar is addressed exclusively to investors in EMEA and/or jurisdictions where Vanguard products are approved for distribution. The ETFs presented are not sponsored, endorsed, issued, sold or promoted by FTSE Russell or LSEG. Nor do FTSE Russell or LSEG make any representation regarding the advisability of investing in any of the products. Vanguard is not affiliated to FTSE Russell or LSEG.**
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