Investing with Values
How do you express your values in your finances? Are you willing to invest in any company? Join the dialogue on socially responsible investing, ESG ratings, and investing with a values-based approach.
Our SRI Portfolio Just Got Even Better
The proportion of socially responsible funds used in our SRI portfolio is growing.
Betterment SRI Portfolio Strategy
Many investors prefer to invest according to their values. Socially and environmentally conscious customers are able to take advantage of our Socially Responsible Investing (SRI) option.
How to Donate Your Investments to Charity
Learn more about how you can donate shares directly to charity, which can result in tax benefits.
Socially Responsible Investing (SRI) Portfolio FAQ
Learn more about how you can invest in a way that reduces exposure to companies that are deemed to have a negative social impact.
On Guns and Investing: Our Response
The Betterment SRI portfolio represents a reduction in exposure to weapons manufacturers compared to conventional portfolios. But, it isn’t perfect—and there’s a reason for that.
How to Compare Socially Responsible (ESG) Investing Solutions
Socially responsible investing is a way to invest in line with your values while still aiming to achieve your investment goals.