Socially Responsible Investing
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 is a widely accepted investment approach that may allow investors to align their investments with their values without sacrificing performance.
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.
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- How has SRI evolved?
- How have SRI funds performed?
- How do SRI funds differ from non-SRI?
- Are there different SRI strategies?
- What are common SRI criteria used by investors?
- How can investors construct an SRI portfolio?
- What is Schwab's commitment to social responsibility?