All You Need to Know About Socially Responsible Investing Portfolios

At Sarwa, we want to meet your needs and help build your wealth with products and portfolios that align with your values. That is why we have put together this blog post to answer all questions you may have about Socially Responsible Investing (SRI) Portfolios.

What are Socially Responsible Investing (SRI) portfolios?

Socially Responsible Investing (SRI) portfolios are portfolios which consist of companies that have a positive social impact. These companies meet SRI criteria by focusing on environmentally sustainable practices and fair labor standards, among others. They are a way for people to invest while knowing that their money is being put to work in socially conscious initiatives from around the world.

Which ETFs are included in SRI portfolios?

Both Blackrock and Vanguard ETFs are included in these portfolios. The ETFs in SRI portfolios limit exposure to companies that have a negative social impact while growing exposure to companies that have a positive one. These companies meet SRI criteria.

Here’s a list of the ETFs in Sarwa SRI Portfolios:

• DSI
• SUSA
• ESGD
• ESGE
• VNQ
• BND
• BNDX

Please note we increased exposure to SRI compliant companies without sacrificing access to fully globally diversified portfolios.   

What risk profiles do SRI portfolios have?

SRI portfolios have very similar risk and return as regular portfolios do. There is no change in types of asset classes. The only change you will see is in the selection of companies included, which is based on their social initiatives and impact.

What are the fees of SRI portfolios?

SRI portfolios have the same Sarwa fees as our regular portfolios.