The problem: It’s really hard to invest in a socially responsible way.

Meet Shannon. She just received her end of year bonus. She’s been meaning to invest in companies that reduce carbon emissions and have women in leadership positions.

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That morning, she has 10 minutes between meetings, so she reads (okay, skims) articles written by experts and looks at a few financial blogs. They look something like this.

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It’s a frustrating experience. The articles and blogs are:

• Dense and full of financial jargon, which feels intimidating
• Focused on a single environmental or social issue
• Bad at explaining why certain companies or funds are rated highly

The result: Shannon’s excitement to do some good with her bonus turns into inaction and frustration.

Unfortunately, Shannon isn’t alone.

1 Morgan Stanley: Sustainable Signals whitepaper (2019)

The majority of individual investors care about social impact, but find that it’s too time consuming and mentally taxing to start.

~85% of investors are interested in making sustainable investments. That’s almost 100M people in the US alone.¹

~75% of millennial investors list “time and effort to understand sustainable investing” as a barrier towards making these investments.¹

We’re building something that makes it much easier for Shannon to invest responsibly.

1. Shannon visits our website and takes a short intake survey
2. She sees an analysis of her current portfolio: how her stocks and funds are performing on the environmental and social issues that she cares most about
3. She reviews recommendations for how to improve: a tailored shortlist of stocks and funds that rate highly on her issues and meet her financial criteria
4. She clicks on a link that redirects her to her brokerage (Fidelity), where she invests in the iShares Global Clean Energy ETF and Sunrun (a leading solar company)

This all takes less than 10 minutes, giving her time to refill coffee before her next meeting. She leaves feeling empowered and properly caffeinated!