ESG Investment Growth
Project growth of ESG investments versus index funds
ESG investment growth calculator
Compare potential returns between ESG-focused portfolios and traditional market index funds. ESG funds may offer competitive returns while aligning with sustainable values.
Frequently Asked Questions
Do ESG investments really perform as well as traditional investments?
Do ESG investments really perform as well as traditional investments?
Research shows ESG investments can deliver competitive returns while aligning with your values. Many ESG funds have matched or outperformed traditional benchmarks over the long term, with the added benefit of supporting sustainable business practices.
What makes an investment ESG-compliant?
What makes an investment ESG-compliant?
ESG investments consider Environmental (climate impact, resource use), Social (labor practices, community relations), and Governance (board diversity, executive compensation) factors. Companies are screened and scored on these criteria.
Are ESG funds more expensive than traditional funds?
Are ESG funds more expensive than traditional funds?
ESG funds typically have slightly higher expense ratios (0.15-0.75%) compared to traditional index funds due to additional research and screening. However, the fee difference has narrowed significantly as ESG investing has become mainstream.
How do I choose the right ESG fund?
How do I choose the right ESG fund?
Consider your values alignment, investment goals, expense ratios, and fund methodology. Some funds use negative screening (excluding harmful industries), while others use positive screening (selecting leaders in sustainability).
Can I invest in ESG through my 401(k)?
Can I invest in ESG through my 401(k)?
Many employer retirement plans now offer ESG options. Check with your HR department or plan administrator. If not available, you can invest in ESG funds through personal IRA or taxable accounts.
What's the difference between ESG, SRI, and impact investing?
What's the difference between ESG, SRI, and impact investing?
ESG integrates sustainability factors into investment analysis. SRI (Socially Responsible Investing) typically excludes certain sectors. Impact investing actively seeks measurable positive social/environmental outcomes alongside financial returns.