Socially Responsible Investing
Invest toward a more sustainable future.
Our Socially Responsible Personal Strategy (SRI) is a way for you to support and invest in companies more proactively managing environmental, social, and corporate governance related issues, also known as ESG. Ready to put new energy in your portfolio? It’s easy to get started.
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What are ESG rankings?
E, S, and G represent the three main pillars used to evaluate the “social responsibility” of companies.
There is no global standard for evaluating ESG metrics, but some third-party firms have established ranking methodologies. Personal Capital chooses to partner with Sustainalytics, a global leader in ESG research and ratings. To learn more about Sustainalytics’ approach, read our Socially Responsible Investment methodology.
Key Portfolio Characteristic
A set of diversified ESG-optimized ETFs are used for exposure to foreign developed and emerging market stocks. Due to a lack of viable investment options, a traditional (non-ESG) ETF is used for international small-cap equities.
Read more about SRI
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