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At Sarwa, we want to meet your needs and help build your wealth with products and portfolios that align with your values. That is why we have put together this blog post to answer all questions you may have about Socially Responsible Investing (SRI) Portfolios.

What are Socially Responsible Investing (SRI) portfolios?

Socially Responsible Investing (SRI) portfolios are portfolios which consist of companies that have a positive social impact. These companies meet SRI criteria by focusing on environmentally sustainable practices and fair labor standards, among others. They are a way for people to invest while knowing that their money is being put to work in socially conscious initiatives from around the world.

Which ETFs are included in SRI portfolios?

Both Blackrock and Vanguard ETFs are included in these portfolios. The ETFs in SRI portfolios limit exposure to companies that have a negative social impact while growing exposure to companies that have a positive one. These companies meet SRI criteria.

Here’s a list of the ETFs in Sarwa SRI Portfolios:

Please note we increased exposure to SRI compliant companies without sacrificing access to fully globally diversified portfolios.   

What risk profiles do SRI portfolios have?

SRI portfolios have very similar risk and return as regular portfolios do. There is no change in types of asset classes. The only change you will see is in the selection of companies included, which is based on their social initiatives and impact.

What are the fees of SRI portfolios?

SRI portfolios have the same Sarwa fees as our regular portfolios.

Ready to invest in your future? Talk to our advisory team, we will be happy to help.
Important Disclosure:

The information provided in this blog is for general informational purposes only. It should not be considered as personalised investment advice. Each investor should do their due diligence before making any decision that may impact their financial situation and should have an investment strategy that reflects their risk profile and goals. The examples provided are for illustrative purposes. Past performance does not guarantee future results. Data shared from third parties is obtained from what are considered reliable sources; however, it cannot be guaranteed. Any articles, daily news, analysis, and/or other information contained in the blog should not be relied upon for investment purposes. The content provided is neither an offer to sell nor purchase any security. Opinions, news, research, analysis, prices, or other information contained on our Blog Services, or emailed to you, are provided as general market commentary. Sarwa does not warrant that the information is accurate, reliable or complete. Any third-party information provided does not reflect the views of Sarwa. Sarwa shall not be liable for any losses arising directly or indirectly from misuse of information. Each decision as to whether a self-directed investment is appropriate or proper is an independent decision by the reader. All investing is subject to risk, including the possible loss of the money invested.

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