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What are the components of an ESG portfolio?

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ESG portfolios are a fantastic option for those who want to integrate sustainable investing components - environmental, social, and governance (ESG) - into their investment strategy. These portfolios are comprised of low-cost, globally diversified equity and bond funds. Daffy is a great choice for a Donor-Advised Fund (DAF) as it offers ESG portfolios that are composed of low-cost and globally diversified funds selected for high ESG standards. Daffy has chosen funds from iShares by BlackRock for their low-cost and excellent reputation. Each portfolio is comprised of a balanced mix of equities and bonds, with separate funds for US and International exposure. You can select from conservative, moderate, and aggressive options, depending on your risk tolerance and investment goals. The average expense ratio for the ETFs in these portfolios is very low, ranging between 0.13% to 0.16%. This means more of your money goes towards your chosen cause rather than being eaten up by fees. The ESG portfolios offered by Daffy are best suited for members who want to integrate sustainable investing components into their investment strategy. These portfolios are comprised of low-cost, globally diversified equity and bond funds. In conclusion, Daffy's ESG portfolios offer a great way to align your investments with your values, while also providing a low-cost, diversified investment strategy. Whether you're a conservative, moderate, or aggressive investor, Daffy has an ESG portfolio that can meet your needs.

Please note that the information contained on this page is for educational purposes only and should not be considered tax advice. Any calculations are intended to be illustrative and do not reflect all of the potential complexities of individual tax returns. To assess your specific tax situation, please consult with a tax professional.

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