Socially Responsible Investing

Invest in a better world

Invest in a portfolio that maximizes returns, minimizes fees, and helps build a better world.

Invest according to your values

Invest in socially responsible companies across the globe, so you can maximize returns while helping build the world you want.

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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.

  • 15%WSRI
  • 15%WSRD
  • 70%Bonds
  • Adjust Risk level to see composition:Risk Level

    ConservativeBalancedHigh Growth
    • WSRI
      Socially responsible companies in North America
    • WSRD
      Socially responsible companies in developed markets globally
    • Bonds
      Government bonds that mitigate the risk level of your portfolio

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    • Honest - We're what's called a fiduciary. That means we're obligated to give you actionable feedback that's in your best interest, not ours. Schedule a portfolio review.
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    Open an account in 5 minutes

    • Answer a few questions about your financial goals
    • We’ll suggest an investment portfolio and you can opt to make it socially responsible
    • Connect your bank account and make a deposit

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    FAQs

    Wealthsimple's SRI portfolios contain the following ETFs:

    ETFSymbolDescription
    WS North America SRI EquitiesWSRINorth American stocks screened to exclude fossil fuels, tobacco, weapons, high carbon emitters, and other controversial companies
    WS Developed Markets SRI EquitiesWSRDInternational stocks screened to exclude fossil fuels, tobacco, weapons, high carbon emitters, and other controversial companies
    Canada Nominal BondsZGBShorter-term government bonds, which help preserve value and provide some diversification
    Canada Long Nominal BondsZFLLong-dated Canadian government bonds help provide diversification against falling growth
    US IL Bonds (hedged)QTIPInflation-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.