Portfolio Manager Invest Vegan screens out Animal-Consuming Firms

Written By

Stay in touch with the latest from Invest Vegan.

Sloane's podcast

Hands holding a baby rabbit rescued from predatorial animals, safety, love

The good folks at Financial Planning wrote a great article to celebrate our launch.

Here’s a quick excerpt from it:

A socially responsible investing startup aims to work with RIAs at “the intersection of vegan ethics and investment management,” according to its founder. As environmental, social and governance (ESG) investing gains popularity among advisors’ clients, a growing number of niche firms are launching to serve expressions of investors’ values.

Sloane Ortel, a former CFA Institute writer and consultant, opened Invest Vegan to its first portfolio management clients earlier this month after getting the idea for the company from her membership in a food co-op in her hometown of Brooklyn, New York, she said in an interview. A small but significant 3% of Americans are vegan, according to a Gallup poll from 2018.

The firm’s product and conduct-based ESG criteria excludes 256 companies out of the S&P 500 based on their involvement in products derived from animals and an array of other screens such as human rights violations, fossil fuels and workforce practices.

Written by Tobias Salinger for Financial Planning

You can click here to read the whole thing.


  • Sloane Ortel

    Sloane founded Invest Vegan in 2021 to make high quality ethical investment portfolios accessible to anyone, no matter how much money they have available to invest. Before establishing her own firm, she spent close to a decade as a staff member at CFA Institute, a global nonprofit dedicated to promoting ethics, market integrity, and the highest standards of professionalism in the investment industry.

Other Thoughts from us

Invest Vegan Logo

Invest Vegan LLC is a Utah registered investment adviser that provides managed account services to individuals, institutions, and others interested in aligning their investment activities with vegan ethical principles.