You can change your values and principles in the Impact Dashboard at any time. Access the dashboard from your Portfolio using the Impact button. From within the Dashboard click the pencil ("edit") icon next to the title "Your Preferences." Click any value to add, enhance, or remove support. Click one time to tag the value as important. Click twice tags it as very important. Clicking the value a third time removes it as a selection. You can set ESG principles by clicking once. Note that only the impact values are used to calculate the Portfolio Impact Score.
In TWS and Client Portal, you can also set preferences by clicking the pencil icon from within the Impact Effect column. The pencil icon appears if no preferences have been set.
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