Invest in the Social Impact Portfolio

Social Impact Specific

This offering is based on our Core ESG Impact Portfolio but adds funds that support companies actively involved in addressing social issues and gender diversity.

The impact of the global economic shutdown because of the pandemic threw millions out of work in the U.S., leading to a focus on workplace issues, including safety, flexibility and healthcare. Moreover, it shed light on companies and their diversity policies or lack there of.

This option has a tilt more toward the “S” or Social in ESG investing but still is a diversified portfolio in accordance with your unique risk profile.  The tilt towards the S is done by investing in funds such as SPDR SSGA Gender Diversity Index ETF (SHE) and the iShares MSCI Global Impact ETF (SDG).

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