Bloomberg Businessweek

Passive Investing for The Social Activist

A startup aims to build portfolios tailored to its customers’ values | Sustainability “is absolutely somewhere you can differentiate”

Simone Foxman

For many people, passively managed index funds have a powerful appeal: Buy one fund and be done. The 3,500-company Vanguard Total Stock Market Index Fund, for example, beats most funds in its category by owning essentially everything. But everything can also be a problem for those who want to put their money only into companies that are consistent with their values. For example, it means a liberal owning shares in gunmakers Sturm Ruger and American Outdoor Brands or companies that produce fossil fuels. You may be able to

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