What is an ESG portfolio?


An ESG portfolio is a collection of low-cost, globally diversified funds that are selected based on their high environmental, social, and governance (ESG) standards. These portfolios are designed for investors who want to integrate sustainable investing components into their investment strategy. Daffy, a platform that allows you to put money aside for charities and causes you believe in, offers ESG portfolios as one of their 13 investment options. The funds in these portfolios are selected from iShares by BlackRock, known for their low-cost and excellent reputation. Each portfolio is a balanced mix of equities and bonds, with separate funds for US and International exposure. You can choose 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 that a larger portion of your investment goes towards your chosen cause, rather than being eaten up by fees. As a Daffy member, your money doesn't sit idle. It may be invested tax-free in one of their portfolios, giving your contributions the opportunity to grow over time. This makes Daffy a great option for a Donor-Advised Fund (DAF). Not only do you get to support the causes you care about, but you also get the chance to grow your contributions through sustainable investing. In addition to ESG portfolios, Daffy also offers Conservative, Standard, and Crypto portfolios, all made up of high-quality, low-cost index funds managed by some of the most trustworthy providers in the industry: Vanguard, Schwab, and BlackRock. Invest with Daffy today for more charitable impact. Your money can do more than just sit in a bank account; it can make a real difference in the 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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