{"id":14701,"date":"2021-09-20T15:00:09","date_gmt":"2021-09-20T22:00:09","guid":{"rendered":"https:\/\/canary.kcprod.info/blog\/?p=14332"},"modified":"2024-01-02T11:10:28","modified_gmt":"2024-01-02T19:10:28","slug":"introducing-wealthfronts-socially-responsible-portfolio","status":"publish","type":"post","link":"https:\/\/canary.kcprod.info/blog\/introducing-wealthfronts-socially-responsible-portfolio\/","title":{"rendered":"Introducing Wealthfront\u2019s Socially Responsible Portfolio"},"content":{"rendered":"\n

Socially responsible investing is a powerful way of shaping the future while you grow your long-term wealth. But often, investing according to your beliefs means you might miss out on the convenience of a ready-made portfolio or give up a significant amount of returns. We wanted to change that. That\u2019s why<\/strong> Wealthfront now offers an <\/strong>expertly curated Socially Responsible portfolio<\/strong><\/a> so you can easily invest in what you believe in, while still benefiting from expected returns that are similar to those of our Classic portfolio.<\/strong><\/p>\n\n\n\n

Wealthfront\u2019s Socially Responsible portfolio is built by pros<\/a> using Modern Portfolio Theory<\/a> so you can conveniently grow your long-term wealth in a way that aligns with your values. It comes with Wealthfront\u2019s best-in-class automation features like tax-sensitive rebalancing and our Tax-Loss Harvesting service<\/a> (which has historically generated more than enough tax savings to cover our 0.25% annual advisory fee for clients using our Classic portfolio). It\u2019s also customizable, so you can include specific ETFs focused on the issues that matter most to you.<\/p>\n\n\n\n

Invest for good with our Socially Responsible portfolio<\/h2>\n\n\n\n

It takes just a few taps to turn your taxable Investment Account or Wealthfront IRA into a Socially Responsible portfolio or start fresh with a new account. Your Socially Responsible portfolio is personalized to your risk level, fully customizable, and uses expert-vetted ETFs that track more socially responsible indices than our Classic portfolio<\/a>. At the same time, it\u2019s designed to retain risk and return characteristics that are similar to our Classic portfolio so you can stay on track for your financial goals. <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Each fund in our Socially Responsible portfolio is screened for environmental, social, and governance factors like carbon emissions, air and water pollution, human rights and labor standards, and board composition. You can learn more about how we vet funds for impact here<\/a>. And if you decide to further customize your Socially Responsible portfolio, we offer additional ETFs that focus on renewable energy, gender diversity, and minority empowerment1<\/sup>\u2014just to name a few.<\/a><\/p>\n\n\n\n

Our Socially Responsible portfolio<\/a> comes with all the convenience and automation of our Classic portfolio. We\u2019ll handle the trades, automatically invest your deposits, and use our tax-sensitive rebalancing to make sure you don\u2019t drift too far from your target allocation. And1<\/sup> our Tax-Loss Harvesting service (which is available for every ETF in our Socially Responsible portfolio) helps you lower your tax bill effortlessly without compromising on your values.\u00a0<\/p>\n\n\n\n

Build long-term wealth on your own terms<\/h2>\n\n\n\n

We know many of our clients don\u2019t just want to build wealth when they invest\u2014they want to have an impact. When you invest with Wealthfront, you don\u2019t have to choose between those two goals. We\u2019re thrilled to make it possible (not to mention delightfully easy) to start investing responsibly and automate your ideal portfolio on our platform. In the coming months, you can expect us to roll out even more new ways to customize your investments so you can build the future you want.\u00a0<\/p>\n\n\n\n

1\u00a0The referenced ETFs that focus on renewable energy, gender diversity, and minority empowerment are the iShares Global Clean Energy ETF, the SPDR SSGA Gender Diversity Index ETF, and the Impact Shares NAACP Minority Empowerment ETF. The ETFs listed are not intended as a recommendation or endorsement and are provided for informational purposes only. Please note, our ESG offerings may change from time to time.<\/sub><\/sup><\/p>\n","protected":false},"excerpt":{"rendered":"

Socially responsible investing is a powerful way of shaping the future while you grow your long-term wealth. But often, investing according to your beliefs means you might miss out on the convenience of a ready-made portfolio or give up a significant amount of returns. We wanted to change that. That\u2019s why Wealthfront now offers an […]<\/p>\n","protected":false},"author":129,"featured_media":14671,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[1360],"tags":[1732,1632],"coauthors":[82],"class_list":["post-14701","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-news","tag-socially-responsible-investing","tag-sri"],"acf":[],"yoast_head":"\nIntroducing Our Socially Responsible Portfolio | Wealthfront<\/title>\n<meta name=\"description\" content=\"Wealthfront now offers an expertly curated Socially Responsible portfolio with funds vetted for environmental, social, and governance factors.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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