Invest in a portfolio that maximizes returns, minimizes fees, and helps build a better world.
How we build your SRI portfolio
We invest your money across the entire stock market using our proprietary low-fee exchange traded funds (ETFs) that are carefully screened for environmental and social impact, while remaining as diversified as possible to maximize performance.
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Wealthsimple's SRI portfolios contain the following ETFs:
|WS North America SRI Equities||WSRI||North American stocks screened to exclude fossil fuels, tobacco, weapons, high carbon emitters, and other controversial companies|
|WS Developed Markets SRI Equities||WSRD||International stocks screened to exclude fossil fuels, tobacco, weapons, high carbon emitters, and other controversial companies|
|Canada Nominal Bonds||ZGB||Shorter-term government bonds, which help preserve value and provide some diversification|
|Canada Long Nominal Bonds||ZFL||Long-dated Canadian government bonds help provide diversification against falling growth|
|US IL Bonds (hedged)||QTIP||Inflation-linked government bonds, which provide diversification against falling growth|
Wealthsimple charges the same management fees for SRI portfolios as non-SRI portfolios (0.5% on the your first $100,000 and 0.4% after that). However, the fees charged by the firms that manage the ETFs are modestly higher than the fees for regular ETFs - a weighted average of 0.23%, compared with 0.1% to 0.2% for standard Wealthsimple portfolios. There's a good reason for a higher fee: someone smart needs to screen for the most socially responsible companies by combing through reams of data. Wealthsimple collects a portion of that fee for managing the equity ETFs.