Socially Responsible Investments
Investment options:

Increase your impact with Socially Responsible Investments (SRI)

Socially responsible investment options help donors maximize their charitable impact by potentially aligning their investment strategy with their personal values. Schwab Charitable is committed to offering you a lineup of options that consider environmental, social, and corporate governance (ESG) factors along with financial performance.

SRI performance

SRI is a widely accepted investment approach that may allow investors to align their investments with their values without sacrificing performance.

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    Comparable performance

    Schwab research has found that over the long term, SRI approaches have tended to perform very similarly to non-SRI approaches, and with similar levels of volatility.1

  • Support charitable organizations beyond your lifetime.

    Established investing approach

    SRI has become a widely accepted investment approach with $21B invested into SRI mutual funds and ETFs in 2019 alone.2

How we help

Schwab Charitable offers a selection of socially responsible investment pools, carefully screened by the experts at the Schwab Center for Financial Research.

  • Socially Responsible Balanced Pool follows a multi-asset ESG strategy which invests in underlying funds that integrate ESG analysis into equity and debt security selection and portfolio construction (Pax Sustainable Allocation Fund, PAXIX)
  • Large-Cap Equity Managed Pool invests primarily in a diversified portfolio of U.S. large-cap stocks with ESG criteria (Parnassus Core Equity Fund, PRBLX)
  • Socially Responsible Fixed Income Pool invests primarily in a broad range of investment-grade U.S. fixed income securities and gives special consideration to certain ESG criteria (TIAA-CREF Core Impact Bond Fund, TSBIX)
SRI

Ready to get started with SRI?

Ready to get started with SRI?

Click on the underlying fund symbols for our three SRI pools above to learn more about each fund.
You may also talk with your advisor about changing your asset allocation or log in to your Schwab Charitable accounts and go to the Rebalance Investments page to make changes.

Disclosure

1. Source: Charles Schwab Investment Advisory, Inc., with data from Morningstar, as of 12/31/2018.

2. Source: Sustainable Fund Flows in 2019 Smash Previous Records

Account holders should carefully consider information contained in the prospectus, or if available, the summary prospectus, for the registered underlying mutual funds, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling Schwab Charitable at 800-746-6216. Please read the prospectus carefully before making contributions or recommending investment of funds.

The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc., a subsidiary of The Charles Schwab Corporation.

This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Schwab Charitable recommends consultation with a qualified tax advisor, Certified Public Accountant, financial planner, or investment advisor.

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