In this personalized report, you’ll find data and stories about the real, measurable change you’re making with the investments in your impact portfolio — as well as an update on the impact we’re working to create as a company.
The Ellevest Intentional Impact public equity portfolios* divest from companies that don’t meet the criteria for our 13 focus areas, such as poor representation of women, inadequate diversity policies, private prisons, greenhouse gas emissions, and toxic waste.
Where suitable, we offer mission-focused alternative investment in private funds whose strategies include affordable housing and loans to women business owners.
We seek out individual bonds and funds that make an impact on the world and your community.
Ellevest clients can establish Donor Advised Funds, which allow them to put assets into a charitable fund without having to manage paperwork, logistics, or day-to-day investing. And, because these funds are 501(c)(3)s, you may be eligible to get tax benefits right away, helping you separate tax planning and donation planning.
We can’t fully support women’s equality without also being antiracist. That’s why we’ve widened our lens to practices that have been shown to harm or exclude Black and brown people.
Every dollar you invest, spend, or save has an impact — on you and your future, and on the world around you.
Learn how you can choose to invest your money in companies that meet our criteria.
*The Ellevest Intentional Impact Portfolio is a separately managed equity account that is sub-advised by Ethic, Inc., a SEC registered investment adviser. The minimum investment in the Ellevest Intentional Impact Portfolio is $250,000. In addition to Ellevest’s advisory fee, the client will pay 0.25% of assets managed to the Sub-adviser.
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