The Broad Impact portfolio has more SRI exposure than the Legacy SRI portfolio. Among other things, the Broad Impact portfolio does not have the small capitalization value tilt of the Legacy SRI portfolio (and therefore has more exposure to SRI stock funds) and includes an allocation to an SRI bond fund, EAGG (BlackRock iShares ESG Aware US Aggregate Bond ETF). This SRI bond fund has a slightly higher expense ratio than the non-SRI alternative in the Legacy SRI portfolio. To learn more, please review our Socially Responsible Investing White Paper and Disclosures.
Articles in this section
- Which specific funds are included in each of the SRI portfolios?
- What are the weighted average expense ratios of the SRI portfolios?
- What are the challenges associated with SRI investing and how is Betterment controlling for them?
- How does the Betterment Broad Impact portfolio compare to the Legacy SRI portfolio?
- How will clients be made aware of these new portfolio options?
- Does Betterment expect to make future enhancements to the SRI portfolios?
- What impact will these new portfolio strategies have on the Betterment’s advice or projections?
- Should we expect any difference in the performance of a Betterment SRI portfolio compared to the Betterment Core portfolio?
- Why don't I see the option to update my TCP goals to the SRI portfolio strategy?
- Is there a balance minimum for the SRI portfolio option?