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