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Personalizing Your Portfolio

Insights for investing on what matters

Published
  • Building an Environmental, Social, and Governance Investing Portfolio

    When you invest, are you trying to make as much money as possible without taking on too much risk? Or do you have other goals, like aligning your investments with your values?

    If those latter goals matter to you, you might be interested in Environmental, Social, and Governance investing, or ESG.

    View more insights about managing a personalized portfolio here.

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  • A spectrum of ESG portfolios

    You can think of your personal degree of ESG involvement within your investments on a spectrum. Here are some examples:

    • Exploring: Here, you might add an ESG fund to an otherwise non-ESG portfolio. 
    • Middle-of-the-road: At this level, you can take ESG options where you can easily find them and stick with non-ESG options otherwise. 
    • Focused: With a “focused” approach, you could seek out ESG investments across your entire portfolio.
    • All-in: The approach for an investor who is truly passionate about ESG is what we call “all-in.” 

    View more insights about managing a personalized portfolio here

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  • How have ESG investments performed?

    The chart above indicates that on an overall basis and across the three largest asset classes, ESG funds have consistently ranked around the middle of their peer groups—sometimes a bit below the middle, sometimes a bit above, but never dramatically worse.


    View more insights about managing a personalized portfolio here.

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  • Here’s what you can do next

    • Explore Schwab’s wide selection of socially responsible mutual funds and ETFs from leading companies.
    • Use our screener tool to find mutual funds and ETFs.
    • Talk to us about managed ESG account options. Find a consultant, visit a branch or call 877-769-8006.

    View more insights about managing a personalized portfolio here.

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