Climate Impact
The Climate Impact portfolio invests in companies with a demonstrated focus on the funding of green projects and lower carbon emissions. It also invests in companies that divest from holders of fossil-fuel reserves. It maintains a diversified, relatively low-cost approach to help customers investing for the long-term save towards their goals while expressing their environmental values.
Who it's for
Climate-conscious investors
| Holdings | Based on an allocation of 90% stocks, 10% bonds |
|---|---|
| Global Low Carbon Stocks | 45% |
| U.S. Fossil Fuel Free Stocks | 18.10% |
| U.S. Shareholder Engagement Stocks | 5.40% |
| Int'l Developed Market Fossil Fuel Free Stocks | 12% |
| Int'l Emerging Market Fossil Fuel Free Stocks | 5% |
| Global Green Bonds | 8.70% |
| Int'l Emerging Market Bonds | 1.30% |
| U.S. Short-Term Treasuries | |
| U.S. Short-Term High Quality Bonds | |
| U.S. Inflation- Protected Bonds | |
| U.S. Small Cap Stocks | 4.50% |
Additional Resources
Socially Responsible Investing Portfolios DisclosureAllocations as of April 22, 2024
As the bond exposure increases relative to stocks within this portfolio, the exposure to SRI focused ETFs will decline. This portfolio strategy has 101 different allocation options, from 0% bonds to 100% stocks. The 90% stock, 10% bond portfolio has been selected to display holdings. Different allocations will have different weights of each asset class. Betterment may recommend a different allocation based on various goal inputs tailored to each client, including the time horizon for your goal with the longest period starting at 90% stocks. The holdings shown reflect the portfolio model for tax-deferred accounts, like IRAs or 401(k)s. Expect differences in taxable accounts.
Let’s grow your practice together.
