Jewish Values-Based Investing: Creating a Framework for Success

June 4, 2025 — Jewish Values-Based Investing (JVBI) is an approach that aligns financial decisions with the ethical and moral principles rooted in Jewish teachings, integrating social responsibility, justice, and stewardship of resources into investment strategies. Drawing from the Torah, Talmud, and halachic (Jewish legal) traditions, JVBI emphasizes core values such as tzedek (justice), tzedakah (charity), bal tashchit (avoiding waste), and kavod (respect for human dignity). This framework enables investors to pursue financial returns while fostering positive societal impact and avoiding harm, distinguishing itself within broader ethical investing through its uniquely Jewish lens.

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Featured Insights

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Fixed Income

MBS Opportunities Amid Quiet Housing Market

June 2, 2025 -- The US housing market remains in a state of inertia. Despite the arrival of the spring selling season, both new and existing home sales continue to underwhelm.

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Insurance

A Safe Harbor for a Stormy Investment Environment

May 19, 2025 -- The US bond and equity markets have faced significant volatility this year, driven by a confluence of factors, including trade tariffs, potential tax changes...

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Responsible Investing

Responsible Investing Compendium

May 22, 2025 -- The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance . . .

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