If you’re someone who cares about the impact your investments make on the world, up until now, you’ve still had to do all the worrying yourself. We’re changing that — we made sure our SRI offering has the same great features all Wealthsimple portfolios do. Now you can feel good about your investments morally as well as financially.
Global stocks with a lower carbon exposure than the broader market
Cleantech innovators in the developed world
Developed and emerging economies with sustainable growth, based on criteria such as human rights and low corruption
Canadian stocks, excluding companies with a poor social responsibility record based on broad ESG criteria
Fixed-income exposure via Canadian government bonds, in order to optimize for risk
Wealthsimple’s fees are the same as they are for non-SRI portfolios, but the fees charged by the firms that manage the ETFs are modestly higher than the fees for regular ETFs. There is, however, a good reason for the fee difference: Someone smart needs to screen for the most socially responsible companies by going through reams of data and designing cutting-edge analysis tools.