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About Us
Our Mission
To be the go-to site for those who want to “vote with their dollars” both as consumers and as investors. We look behind the curtain of ESG and provide transparent data on the corporations that make up the S&P 500.
Our History
LightMoney.com is the brainchild of Dianna Burkholder, a Chartered Socially Responsible Investment Counselor (CSRIC) who is an advocate for social justice and the environment. Dianna has a strong passion for scuba diving, and this passion has allowed her to see firsthand, both the beauty of oceans and beaches across the globe, as well as see the damage being done by climate change. Her 15 years of experience in the financial industry combined with her love of scuba diving, has strongly and directly impacted her approach to investing. Dianna has seen the increased appeal of ESG with investors and has also seen the shortfalls of the investment industry’s approach to it. She has also seen how companies attempt to uphold a certain persona, while “greenwashing”, lacking transparency, and maintaining conflicts of interest, making it difficult for investors and advisors to really know a company’s true values and commitment to them. Many times, ESG, as measured today, isn’t always effective in telling the full story of a company’s value system. With that in mind, LightMoney.com was created, as an easy to use, straightforward website designed to shine light on the values of S&P 500 companies.
Our Methodology:
We use publicly sourced data from values-aligned NGOs and Academia programs. We use data that is fully accessible to the public. Our methodology is shown on each company scorecard, and we welcome feedback on what ways to improve our data. Because of our commitment to using fully transparent, public data, there are some limitations to what we can cover. As an example, Dianna is personally extremely passionate about ocean plastics, but right now, there is not a public dataset showing virgin plastic creation/use or of recycled resources for each corporation in the S&P 500.
This material is intended for informational/educational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security or investment product. Please contact your financial professional for more information specific to your situation.
Past performance is not indicative of future results. Diversification does not assure a profit or protect against loss in declining markets. All indices are unmanaged and investors cannot invest directly into an index. The S&P 500 Index is a broad-based measurement of changes in stock market conditions based on the average performance of 500 widely held common stocks.
This information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Any opinions are those of the author, and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice.