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 CharitableTM 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 performanceSchwab 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
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Established investing approachSRI 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)
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.