Small logo Subscribe to leading news on impact investing. Learn More
The Brief Originals Dealflow Signals The Impact Alpha Impact Voices Podcasts Agents of Impact Open
What's Next Measure Better Investing in Racial Equity Beyond Trade-offs Impact en las Americas New Revivalists
Local and Inclusive Climate Finance Catalytic Capital Capital on the Frontier Best Practices Geographies
Slack Conference Calls Events Contribute
The Archive ImpactSpace The Accelerator Selection Tool Network Map
About Us FAQ Calendar Pricing and Payment Policy Privacy Policy Terms of Service Agreement Contact Us
Locavesting Entrepreneurship Gender Smart Return on Inclusion Good Jobs Creative economy Opportunity Zones Investing in place Housing New Schooled Well Being People on the Move Faith and investing Inclusive Fintech
Clean Energy Farmer Finance Soil Wealth Conservation Finance Financing Fish
Innovative Finance
Personal Finance Impact Management
Africa Asia Europe Latin America Middle East Oceania/Australia China Canada India United Kingdom United States
Subscribe
Features
Series
Themes
Community
Data
Subscribe Log In
More

U.S. robo-advisors launch socially responsible investing platforms



Betterment and Wealthfront, which collectively manage more than $15.5 billion in assets, are rolling out stock portfolios that screen for human rights, health and safety, environmental impact and strong corporate governance.

Both firms are among the top five U.S. digital investment advisors, or “robo-advisors,” by assets under management.

The sector has more than $100 billion in assets in the U.S. and could reach $2.2 trillion by 2020.

So far, socially responsible and impact investing offerings have been limited to smaller advisors. “It’s something there has been a lot of pent up demand for,” says Dan Egan of Betterment, the larger of the two digital investment advisors.

Betterment, based in New York, will focus on index-tracking; California-based Wealthfront will allow its clients to pick stocks directly.

You might also like...