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.
How Betterment’s Climate Impact Portfolio Was Born
At Betterment, our work is just beginning. Our Climate Impact portfolio is as much a process as it is a product. We see it as a continuation of a conversation with our customers, who told us in no uncertain terms, that climate change matters to them.
How Investing In Gender and Racial Equity Is A Step Towards Social Change
Betterment’s new Social Impact Portfolio lets you support companies who promote gender and racial equity, while maintaining a diversified portfolio with low expenses.
Why Exercising Your Power As An Investor Can Impact Climate Change
Betterment’s new Climate Impact Portfolio lets you support areas of the economy that are working to mitigate climate change, while maintaining a diversified portfolio with low expenses.
How You Benefit Your Community By Investing Responsibly
Betterment’s new Broad Impact Portfolio lets you invest in your community and the values you care about, while maintaining a diversified portfolio with low expenses.
Socially Responsible Investing (SRI) FAQ
Learn more about how you can invest in a way that reduces exposure to companies that are deemed to have a negative social and climate impact.
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) options.
How We Built 3 New Socially Responsible Investing Portfolios
Betterment is moving the category forward for socially responsible investors by offering three SRI portfolios that are fully diversified and keeps costs low.
How to Donate Your Investments to Charity
Learn more about how you can donate shares directly to charity, which can result in tax benefits.
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.