VALUES AND FAITH-BASED INVESTING WITH VETERAN STRATEGIST BOB DOLL

November 5, 2021

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 Episode #1819 broadcast on November 05, 2021

Listen to the audio-only version here:

Learn More…

One of Bob Doll’s recent thought pieces asks the question INFLATION, Yes or No? He shares his answer with us.

Download the report. [pdf]

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ROBERT DOLL

ACTION POINT

ALIGN YOUR PORTFOLIO WITH YOUR VALUES, BUT DO IT CAREFULLY

  • Socially responsible investing is hot 
  • New players jumping into it
  • No standard definitions 
  • Many choices and approaches
  • Some have high fees

ONE INVESTMENT

BROAD DIVERSIFICATION PICKS

  • Target Corporation (TGT)
  • Goldman Sachs Group, Inc. (GS)
  • Microsoft Corporation (MSFT)

STOCK MENTIONS

  • Kinder Morgan, Inc. (KMI)
  • Target Corporation (TGT)
  • Goldman Sachs Group, Inc. (GS)
  • Morgan Stanley (MS)
  • Oracle Corporation (ORCL)
  • Microsoft Corporation (MSFT)
  • MSCI Inc. (MSCI)

ARCHIVE

Bob Doll from the WEALTHTRACK Archives:

WEB EXTRA

FAITH-BASED INVESTING

One of Bob Doll’s recent thought pieces asks the question INFLATION, Yes or No? He shares his answer with us.

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