Invest Your Values
401(k) & retirement plans | Mutual funds & ETFs | Target date funds | Corporate stocks | Corporate bonds
Empowering Values-Driver Investment Decisions with Actionable Data
Beginning in 2026, the Invest Your Values (IYV) scorecards will be hosted exclusively on the new As You Know (AYK) data platform. The same trusted mutual fund and ETF scorecards will remain available, with refreshed data in the first quarter of next year.
IYV continues its mission to help individuals, plan sponsors, and financial professionals understand the environmental and social implications of retirement plans, mutual funds, ETFs, and other investment vehicles – now strengthened by AYK’s broader research and data ecosystem.
As part of AYK, Invest Your Values leverages transparent, high-quality sustainability data to reveal how investments align with values such as climate health, social justice, gender equality, and weapons avoidance – helping investors make informed decisions with confidence.
What We Provide
Invest Your Values empowers you to:
- Explore Investment Ratings
See how thousands of retirement plans, mutual funds, and ETFs score on environmental and social sustainability criteria — from fossil fuels and deforestation to gender equality and weapons exposure. - Make Values-Aligned Decisions
Use data that highlights risk and opportunity to align your retirement savings and investment choices with your personal and ethical priorities.
- Understand Risk & Opportunity
Evidence suggests that investments mindful of sustainability may mitigate financial risk while supporting long-term societal benefit.
How It Works
Invest Your Values harnesses curated research and data to rate investment products on key environmental and social impact areas. These include:
- Fossil Free Funds
- Deforestation Free Funds
- Social Justice & Gender Equality
- Weapon & Prison-Free Funds
- Gun & Tobacco Free Funds
Each category measures underlying corporate holdings and exposure to activities that influence both sustainability outcomes and financial risk.
Why It Matters
Many investors are unaware that their retirement savings may be backing companies and sectors inconsistent with their values. Invest Your Values brings transparency to:
- 401(k) & Workplace Retirement Plans
- Mutual Funds and ETFs
- Target Date Funds
By integrating sustainability ratings, we help you identify where your money goes — and how you might redirect it to better support the world you want to see.
Get Started
Explore investment ratings, search funds and retirement plans, or learn how to align your portfolio with your values.
Request a call with As You Know team or book it directly here.
