JULY 2016

Athena's Kate Huntington Discusses Values-Based Investing in U.S. News & World Report

July 2016 - On July 14, U.S. News & World Report included commentary from Athena’s Kate Huntington, Managing Director, Research, in an article that explored the recent rash of gun violence and possible strategies for investors interested aligning their social values with their investments.

The article, “How to Invest in Funds That Exclude Weapons,” discusses how certain investors have used screens in the past to filter out gun manufacturers and other weapons makers from being included in their investment portfolios.

Huntington highlighted other alternatives available for high net worth investors, such as investments in private companies seeking to solve the issue of gun violence more directly. She cited one example, Clipfort, which is a privately held company that has created sensors for guns to prevent the unauthorized use of weapons. The article also highlights Athena’s research, “Social Finance and the Post-Modern Portfolio: Theory and Practice,” published earlier this year, which provides a roadmap for financial advisors seeking to help clients build portfolios aligned to their social values.

Read the full article on U.S. News & World Report here.

With more than a decade of experience in impact investing, Athena has established a successful track record in helping clients align their investment portfolios to their social values. The firm accomplishes this through a systematic and reportable approach that can be understood by a variety of constituencies.

As Managing Director, Huntington focuses on private equity and private real estate investments and is co-head of Athena’s research and manager-selection team.