How to Build a Values-Aligned Portfolio

Most impact guides focus on private deals that represent a small fraction of a diversified portfolio. This guide covers the 95% that most investors already own: the public equities in their brokerage accounts, IRAs, and retirement plans. It shows how to apply negative screening, positive screening, portfolio temperature alignment, and other strategies using Ziggma’s Impact Score and harm-category exclusions.

The full guide is coming soon. In the meantime, the Ziggma Impact Investing Guide covers the complete framework for values-aligned portfolio construction.

Start your free Portfolio Checkup — see your portfolio’s Impact Score, harm-category exposure, and GWP temperature reading today.