Socially Responsible Investing

Invest in a better world

Get the same award-winning Wealthsimple features in a portfolio that advances socially responsible initiatives.

Invest according to your values

Invest in socially responsible initiatives across the globe, so you can be well-diversified while helping build the world you want.

How we build your SRI portfolio

We invest your money across the entire stock market using low-fee exchange traded funds (ETFs) that are carefully screened and weighted for environmental and social impact, as well as for performance.

Here's what a typical portfolio looks like:

  • 17%
  • 3.7%
  • 4.2%
  • 4.7%
  • 28.4%
  • 41.6%
Risk Level
  • CRBN - Low Carbon
    Global stocks with a lower carbon exposure than the broader market
  • PZD - Cleantech
    Cleantech innovators in the developed world
  • DSI - Socially Responsible
    American companies that are socially responsible
  • SHE - Gender Diversity
    Companies with more gender diversity among their leadership
  • BAB - Local Initiatives
    Bonds issued by municipalities to support local initiatives
  • GNMA - Affordable Housing
    Government-issued securities that promote affordable housing



Join others like you

  • More than a quarter of Wealthsimple clients have chosen an SRI portfolio
  • $22 trillion in assets worldwide are now invested in SRI funds

Meet our money experts

  • 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.
  • Human - We're loved for our technology. But we also have smart people to answer any questions or give advice when you need it.
  • Experienced - Our advisors have thousands of hours of experience advising seasoned, high-net-worth investors, and folks just starting out.
Learn more

We keep your money safe

Your security and trust are important to us. We're committed to protecting your account with the highest standards of security available.

  • Over 100k and counting - More than 100,000 people trust Wealthsimple to manage their money

  • Everything is encrypted - We use state-of-the-art data encryption when handling your financial information and two-factor authentication (2FA) protection

  • Insurance and protection - All of our accounts have standard investor protection up to $500k in the case of our insolvency

  • Powerful backing - Wealthsimple is backed by over $120M in investment from the Power Financial Group

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FAQs

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 0.24% to 0.28%, compared with around 0.1% 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 and designing cutting-edge analysis tools.

For the full list of the ETFs that make up Wealthsimple's SRI portfolio, click here.