Will I have to sacrifice returns to invest in socially responsible portfolios?

Not at all and this is the reason why we built Swell: You can make an impact without sacrificing returns. Extensive academic research and empirical data have shown that socially responsible investing can have a positive, not negative, impact on portfolio returns. 


Davidson, Alex. “‘Sustainable Investing’ Goes Mainstream.” The Wall Street Journal. January 13, 2016. 

diBartolomeo, Dan. “Equity Risk, Default Risk, Default Correlation and Corporate Sustainability.” Journal of Investing, March 2011.

Eccles, Robert and Serfeim, George. “The Performance Frontier: Innovating for a Sustainable Strategy.” Harvard Business Review. May 2013.

Edmans, Alex. "Does the stock market fully value intangibles? Employee satisfaction and equity prices." Journal of Financial Economics. December 2010.

Gunnar Friede, Timo Busch & Alexander Bassen (2015) “ESG and financial performance: aggregated evidence from more than 2000 empirical studies.” Journal of Sustainable Finance & Investment, 5:4, 210-233 

Gordon Clark, Andreas Feiner & Michael Viehs."From the stockholder to the stakeholder: How Sustainability Can Drive Financial Outperformance." University of Oxford. March 2015. 

Mozaffar Khan, George Serafeim & Aaron Yoon (2016) "Corporate Sustainability: First Evidence of Materiality." The Accounting Review, 9, 1697-1724

“Sustainable Reality: Understanding the Performance of Sustainable Investment Strategies.” Morgan Stanley Institute for Sustainable Investing. March 2015. 

“Socially Responsible Investing: Can you do Well by Doing Good?” Charles Schwab. November 10, 2016.

"Responsible Investing: Delivering Competitive Performance" TIAA Global Asset Management. April, 2016.


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