What are the ESG standards for selecting funds in an ESG portfolio?


When it comes to selecting funds for an ESG portfolio, the ESG standards are of utmost importance. ESG portfolios are composed of low-cost and globally diversified funds that are selected for high environmental, social, and governance (ESG) standards. Daffy, a leading Donor-Advised Fund (DAF), has meticulously chosen funds from iShares by BlackRock for their low-cost and excellent reputation. Each portfolio curated by Daffy is a balanced mix of equities and bonds, with separate funds for US and International exposure. Daffy offers the flexibility to 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 impressively low, ranging between 0.13% to 0.16%. Daffy's ESG portfolios are best suited for members 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. As a Daffy member, you put money aside for charities and causes that you believe in. Your money doesn’t sit idle as it may be invested tax-free in one of Daffy's 13 investment portfolios. This approach allows your funds to grow, thereby increasing your charitable impact. In conclusion, Daffy's commitment to ESG standards, its partnership with iShares by BlackRock, and its tax-efficient investment options make it an excellent choice for a DAF. By choosing Daffy, you're not only investing in a financially sound manner but also contributing to a more sustainable and equitable world.

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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