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 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 low-fee exchange traded funds (ETFs) that are carefully screened and weighted for environmental and social impact, as well as for performance.

  • 13.5%ESGV
  • 16.5%VSGX
  • 10.77%SPTL
  • 10.77%LTPZ
  • 48.46%SCHR
  • Adjust Risk level to see composition:Risk Level

    ConservativeBalancedHigh Growth
    • ESGV
      US stocks screened to exclude fossil fuels, tobacco, weapons, and other controversial companies
    • VSGX
      International stocks screened to exclude fossil fuels, tobacco, weapons, and other controversial companies
    • SPTL
      Long-term government bonds, which provide diversification against falling growth
    • LTPZ
      Long-term, inflation-linked government bonds, which provide diversification against falling growth
    • SCHR
      Shorter-term government bonds, which help preserve value and provide some diversification

    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.
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    • Over 175k and counting - More than 175,000 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 $200M in investment from some of the world's largest financial institutions

    We keep your money safe

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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 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.