We are proud to offer 5 ESG portfolios to provide access to socially responsible investing for Infinite Giving clients. Nonprofit organizations often have a unique and passionate desire to create a ripple effect of good in the world, and now they have the option to choose ESG investing (still leveraging index funds and ETFs) if it aligns best with their mission and investing goals.
What is ESG?
ESG stands for environmental, social, and governance and is a type of socially responsible investing that is rising in popularity. This investing methodology is a way to try and build a more ethical portfolio focused on sustainability by using non-financial factors to measure an investment or company. ESG portfolios choose stocks and bonds that meet particular criteria to grade investments in an attempt to clarify exactly what sustainability should look like.
Environmental factors look at the conservation of the natural world, social factors examine how a company treats people both inside and outside the company, and governance factors consider how a company is run.
Environmental | Social | Governance |
|
|
|
Reserve Fund Portfolios
Portfolio | Slow Grower | Steady Grower |
Stocks/Bonds Allocation | 20/80 | 30/70 |
US Total Market Equities (ESGV) | 15% | 25% |
International Equities (VSGX) | 5% | 5% |
US Bonds (EAGG) | 60% | 55% |
US Bonds (EUSB) | 15% | 10% |
Cash | 5% | 5% |
Endowment and Growth Portfolios
Portfolio | Prudent Grower | Moderate Grower | Aggressive Grower |
Stocks/Bonds Allocation | 60/40 | 70/30 | 80/20 |
US Total Market Equities (ESGV) | 50% | 55% | 60% |
International Equities (VSGX) | 10% | 15% | 20% |
US Bonds (EAGG) | 30% | 20% | 10% |
US Bonds (EUSB) | 5% | 5% | 5% |
Cash | 5% | 5% | 5% |
ESG Portfolios are new and have limited historical data for annual returns.