Proving the Value of Aspirational Businesses

I’m only allowed to email you one chart per quarter. It’s hard choosing – but this one is spectacular!

Several years ago, a colleague shared with me a sample portfolio so I could test my theory that Aspirational Businesses really do drive impact. There was a correlation, but it wasn’t particularly helpful at the time because I didn't have future data.

Until now. I’ve kept that test running all this time, and there are some exciting results:

To translate: the original portfolio, with no buy/sell decisions would have outperformed the market by 6.37%. Adding the additional review of Aspirational Business Scores over the top added an additional 3.74%.

The top quartile outperformed even more, topping out at 43% Compound Annual Growth Rate.

My financial advisor would remind me to remind you that I AM NOT A FINANCIAL ADVISOR. (Love you, Florence!)

But I’ve duplicated this with several portfolios over the years and it’s pretty clear that businesses that align with purpose, measure their impact, connect with employees, operate ethically and communicate transparently outperform in real financials AND market performance.

Want to learn more? I’d love to take a deep dive into the data with you!