Your Impact
Report is here
Sample
Impact Report
And yes, your intentional investments are making a difference
It’s up to us to invest in a better world for women
You’ve made the choice to intentionally align your investments with your values — to invest your dollars in companies that advance women and make positive change in the world. That’s what we’re here to help you do.
In this report, we’re pleased to provide you with data and stories about the investments in your impact portfolio — investments built to address issues like gender inequality, racial justice, and climate change — as well as an update on the impact we’re working to create as a company.
We’re so glad to be on this journey with you.
Founder and CEO
We’re committed to driving change as a company — from the talented people we hire to the people and institutions who invest in us.
Our Team
The Ellevest Team
Leadership Team
We value diversity of thought and backgrounds. We’re actively and intentionally working to improve representation as we expand the team. Numbers are self-reported and as of 7/7/2021.
Working with mission-aligned investors
The people who invest in Ellevest are mission-focused. They include Venus Williams, Mellody Hobson, and Melinda Gates’ Pivotal Ventures.
You’ve chosen investments that align with your values.
you’ve chosen investments that align with your values.
Below, you’ll find descriptions of your investments and information about their strategy, along with a spotlight on some of the specific impacts they’re making.
The Ellevest Intentional Impact Portfolios
Public equity portfolios aimed at prioritizing women’s rights and racial justice by divesting from companies with poor representation of women and/or people of color at all levels of seniority, inadequate diversity policies, or whose practices have disproportionately negative impacts on women and/or people of color.
How it works
Aligning your investment dollars with your values
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Understanding your impact
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Make your voice heard with proxy voting
Proxy voting is a direct, on-the-record way you can help influence the companies you invest in. Though Ellevest’s Intentional Impact portfolios only include companies that meet its ethical criteria, proxy voting can help to create tangible change on issues ranging from executive compensation to reducing gender, race, or ethnicity pay gaps.
Rather than receive dozens of emails from separate companies requiring your proxy vote, as an Ellevest Intentional Impact client, you can choose to have our sub-advisor, Ethic, vote on your behalf. They follow ISS SRI guidelines, which are reviewed and updated often, accounting for evolving issues and trends around topics that matter to you as an impact investor.
In June, nine out of ten investors backed a resolution for the company to produce an annual diversity report, increasing corporate transparency surrounding gender, race, and ethnicity pay gap matters.
Last May, a majority of investors voted in support of a measure to hold the company accountable to its commitment to diversity, equity, and inclusion — a request that the company report on how its internal workplace practices align with the company’s stated commitment. (Think of it as publishing a report card of sorts.)
To learn more about the shareholders' proposal for American Express, read the resolution, proxy memo, and resulting press release on the passing vote. For more on IBM, visit the original proposal here. You can also read the proxy voting guidelines on social and environmental matters followed for your portfolios.
Proxy voting examples were chosen based on the following criteria: Holdings that exist in the Ellevest Intentional Impact Portfolio as of 06/30/21 that had a majority “Yes” vote for a resolution aimed to promote gender & diversity in 2021. The securities identified and described do not represent all securities purchased, sold or recommended for client accounts and it should not be assumed that an investment in the securities identified was or will be profitable.
Here you see the difference between our Ellevest Intentional Impact portfolios and the standards we use when investing in companies compared to a non-impact Benchmark portfolio*.
are flagged for being detrimental to
are flagged for being detrimental to
are flagged for being detrimental to
are flagged for being detrimental to
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Spotlight Areas and
why they matter
labor relations
Companies that fail to engage with their workforce face risks of work stoppages and can place additional burdens on already disadvantaged groups, including women.
water
Women bear greater responsibility for water collection worldwide, leaving them more vulnerable to health risks associated with water pollutants.
working conditions
Poor working conditions disproportionately affect women and may put workers in physical jeopardy, resulting in a high risk of productivity loss and regulatory penalties.
excessive remuneration
Companies with weak pay structures can contribute to income inequality and incentivize short-term performance at the expense of long-term financial health.
Actual carbon savings across all
Intentional Impact portfolio
Actual carbon savings across your
Intentional Impact portfolio
Source: Ethic
Equivalencies are calculated from US EPA’s Greenhouse Gas Equivalencies Calculator (epa.gov). Please note, these estimates are approximate using the following assumptions: 1 MT of carbon emissions = 2,513 miles driven, 1 MT of carbon = 0.182 homes’ electricity use for one year.
This data here is meant to show you the power we have when we all invest toward impact. To show you the holdings and performance of your own portfolio, we also send you an in-depth summary. Please ask your financial advisor if you’d like to see the latest report.
Builds stronger communities by supporting affordable housing, job creation, health care, and infrastructure projects that foster sustainable economic development.
Debt funding for a daycare facility in California that provides a high-quality, child-centered, play-based, Spanish language immersion program. This woman co-owned business provides care for children from four months to five years old and focuses on creating a stimulating learning environment with outdoor spaces for exercise. Its location in a moderate-income, predominantly Asian community provides employment opportunities and increased access to affordable child care for working parents.
Daycare is a Latinx, woman co-owned business
Invests in the highest-rated companies in the world for advancing women’s leadership. Engages with companies to push for gender-diverse leadership, pay equity assessments, and a commitment to closing any gender and racial pay gaps that may exist. Also does not invest in companies that extract or refine fossil fuels.
One company in the fund was ranked #3 on Fortune’s Best Large Workplaces for Women list last year. Not only is the company’s workforce made up of 58% women and 50% people of color, but more than half of its stores are managed by women. In 2020, the company increased its promotion of women to senior leadership levels by 17% and more than doubled the promotion of women of color to senior leadership since 2019. The company is also a signatory of the Equal Pay Pledge, demonstrating their commitment to paying team members equitably, regardless of gender, race, or ethnicity.
Link to impact report: https://www.impaxam.com/assets/pdfs/sustainability/impax-engagement-report.pdf
Was the first gender-focused fund in the United States, and is now the largest
Every dollar you invest has an impact.
Do you know yours?
Every dollar you invest has an impact.
Thank you for investing toward a better world
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Looking to invest $1 million or more? Ellevest’s Private Wealth Management team is here to help you reach your financial goals.
This sample Ellevest Private Wealth Management (“PWM”) Impact Report is provided for illustrative purposes only and does not represent the portfolio of any Ellevest client. It should not be assumed that an investment in the securities described was or will be profitable. Ellevest’s PWM services are provided to high and ultra high net worth individual investors, trusts, foundations and other institutional investors and there is a minimum investment amount for the Ellevest Intentional Impact Portfolios. The funds described in this report are impact investments that are made available to all Ellevest PWM clients (“non-accredited investors”) and were not chosen based on performance, however the investments mentioned may not be suitable for all clients.
The information contained herein (the “Information”) is being provided to you by Ellevest, Inc. (“Ellevest”), an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or training.
*Custom blended benchmark calculated using the following components’ weights as of 6/30/21:30% ISHARES TR MSCI EAFE INDEX FD (EFA) 23% ISHARES RUSSELL 1000 VALUE ETF (IWD) 21% ISHARES RUSSELL 1000 GR IND (IWF) 10% ISHARES RUSSELL MID-CAP VALUE ETF (IWS) 7% ISHARES RUSSELL MID-CAP GROWTH ETF (IWP) 3% ISHARES RUSSELL 2000 VALUE ETF (IWN) 2% ISHARES RUSSELL 2000 GWT IDX FD (IWO)
The Information was obtained from third-party sources, which Ellevest believes to be reliable, but is not guaranteed for accuracy or completeness. The Information is current as of the date noted above and Ellevest does not undertake any obligation or responsibility to update or amend the Information provided.
The Information does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product. The Information also does not take into account the particular investment objectives or financial circumstances of any specific person who may receive it and should not be relied upon as financial or investment advice; before making an investment, recipients are advised to consult with their financial, legal and tax advisers to determine whether an investment such as this is suitable for them. No representation is being made that any investment will or is likely to achieve profits or losses now or in the future. Additionally, the impact data provided herein is based on unaudited data and reporting provided by unaffiliated third-parties of Ellevest. These statements are not guarantees of future performance, and undue reliance should not be placed on them.
The information contained herein (the “Information”) is being provided to you by Ellevest, Inc. (“Ellevest”), an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. The Information is intended solely for the recipient for whom it was prepared and should not be copied, duplicated or distributed to third parties.
*Custom blended benchmark calculated using the following components’ weights as of 6/30/21:30% ISHARES TR MSCI EAFE INDEX FD (EFA) 23% ISHARES RUSSELL 1000 VALUE ETF (IWD) 21% ISHARES RUSSELL 1000 GR IND (IWF) 10% ISHARES RUSSELL MID-CAP VALUE ETF (IWS) 7% ISHARES RUSSELL MID-CAP GROWTH ETF (IWP) 3% ISHARES RUSSELL 2000 VALUE ETF (IWN) 2% ISHARES RUSSELL 2000 GWT IDX FD (IWO)
The Information was obtained from third-party sources, which Ellevest believes to be reliable, but is not guaranteed for accuracy or completeness. The Information is current as of the date noted above and Ellevest does not undertake any obligation or responsibility to update or amend the Information provided.
The Information does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product. The Information also does not take into account the particular investment objectives or financial circumstances of any specific person who may receive it and should not be relied upon as financial or investment advice; before making an investment, recipients are advised to consult with their financial, legal and tax advisers to determine whether an investment such as this is suitable for them. No representation is being made that any investment will or is likely to achieve profits or losses now or in the future. Additionally, the impact data provided herein is based on unaudited data and reporting provided by unaffiliated third-parties of Ellevest. These statements are not guarantees of future performance, and undue reliance should not be placed on them.
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