Personalizing Your 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.

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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.” 

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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.

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• 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.