Broad Impact
The Broad Impact portfolio seeks to provide greater exposure to all of the different dimensions of social responsibility, such as lower carbon emissions, ethical labor management, or greater board diversity. It maintains a diversified, relatively low-cost approach to help customers investing for the long-term save towards their goals while expressing their values.
Who it's for
Investors looking to make an impact
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| Holdings | Based on an allocation of 90% stocks, 10% bonds |
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Additional Resources
Socially Responsible Investing Portfolios DisclosureAllocations as of April 22, 2024
As the bond exposure increases relative to stocks within this portfolio, the exposure to SRI focused ETFs will decline. This portfolio strategy has 101 different allocation options, from 0% bonds to 100% stocks. The 90% stock, 10% bond portfolio has been selected to display holdings. Different allocations will have different weights of each asset class. Crestwood Capital Management may recommend a different allocation based on various goal inputs tailored to each client, including the time horizon for your goal with the longest period starting at 90% stocks. The holdings shown reflect the portfolio model for tax-deferred accounts, like IRAs or 401(k)s. Expect differences in taxable accounts.
