Windmills in a field
Windmills in a field

Socially Responsible Investing

What is socially responsible investing (SRI)?

SRI is any general investing strategy that considers not only traditional measures of risk and return, but environmental, social, and corporate governance (ESG) factors as well.

The term socially responsible investing is often used interchangeably with terms such as ESG investing, socially conscious investing, or sustainable investing. For information on various SRI strategies, review our common questions.

SRI performance

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

  • Performance icon

    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

  • Investing approach icon

    Established investing approach

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

Several sets of hands holding sprouting plants in dirt

How Schwab helps

  • A wide range of low-cost SRI options
    Choose from over 500 mutual funds, over 80 ETFs, and a wide range of separately managed accounts as of 5/31/2020.
  • Easy to use tools
    Easily find and compare socially responsible funds using our proprietary screening and comparison tools.
  • Expert guidance
    Get educational resources from Schwab experts to help you build your own portfolio.

Learn more about SRI options at Schwab

  • Manage your own investments

  • Plan and invest with an advisor

Open an account

Common questions