In the first quarter of 2020, the return on investment of New York-based Betterment's SRI-themed portfolio equaled to 14.9 percent, whereas the returns from their non-SRI portfolio amounted to 16.8 percent. As for Toronto-based Wealthsimple, the return on investment of their SRI portfolio was 11.3 percent, while their non-SRI portfolio slightly underperformed and reached 9.2 percent. Socially responsible investing (SRI) and environmental, social and governance (ESG) investing are both types of sustainable investing. Sustainable investing has seen a huge surge in popularity since 2012 and the volume of sustainable investments in the U.S. had more than tripled by 2018.
Return on investment of selected SRI and non-SRI robo-advisor portfolios in the United States and Canada in Q1 2020
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Return on investment of selected SRI and non-SRI robo-advisor portfolios in the United States and Canada in Q1 2020
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AAII. (June 1, 2020). Return on investment of selected SRI and non-SRI robo-advisor portfolios in the United States and Canada in Q1 2020 [Graph]. In Statista. Retrieved January 22, 2025, from https://www.statista.com/statistics/1173014/returns-robo-advisor-sri-portfolios-north-america/
AAII. "Return on investment of selected SRI and non-SRI robo-advisor portfolios in the United States and Canada in Q1 2020." Chart. June 1, 2020. Statista. Accessed January 22, 2025. https://www.statista.com/statistics/1173014/returns-robo-advisor-sri-portfolios-north-america/
AAII. (2020). Return on investment of selected SRI and non-SRI robo-advisor portfolios in the United States and Canada in Q1 2020. Statista. Statista Inc.. Accessed: January 22, 2025. https://www.statista.com/statistics/1173014/returns-robo-advisor-sri-portfolios-north-america/
AAII. "Return on Investment of Selected Sri and Non-sri Robo-advisor Portfolios in The United States and Canada in Q1 2020." Statista, Statista Inc., 1 Jun 2020, https://www.statista.com/statistics/1173014/returns-robo-advisor-sri-portfolios-north-america/
AAII, Return on investment of selected SRI and non-SRI robo-advisor portfolios in the United States and Canada in Q1 2020 Statista, https://www.statista.com/statistics/1173014/returns-robo-advisor-sri-portfolios-north-america/ (last visited January 22, 2025)
Return on investment of selected SRI and non-SRI robo-advisor portfolios in the United States and Canada in Q1 2020 [Graph], AAII, June 1, 2020. [Online]. Available: https://www.statista.com/statistics/1173014/returns-robo-advisor-sri-portfolios-north-america/
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