Socially Responsible Investing

Introducing our new options
August 5, 2020



Today, we're excited to introduce new investment options: Social Good Portfolios. Social Good Portfolios provide the same quality investment allocations as standard Catch portfolios, except funds are invested only in companies that meet specific Environmental, Social, and Governance ("ESG") standards.

Investing with the values that matter to you.

When investing for your future, it's important to make the right choices for you. Catch has always offered competitive portfolios paired with smart recommendations to help you make the right investment based on your age, experience, and risk level.

Today, we're excited to introduce new investment options: Social Good Portfolios.

Social Good Portfolios provide the same quality investment allocations as standard Catch portfolios, except funds are invested only in companies that meet specific Environmental, Social, and Governance ("ESG") standards.

Our ESG portfolios include companies that adhere to the UN Global Compact Principles and additional criteria built by Vanguard and iShares. This means your investments never go towards fossil fuel, tobacco, or weapons companies. Companies are also excluded based on negative human rights practices, consumer protection records, and diversity and employee relations ratings.

Why Social Good portfolios?

At Catch, we believe everyone deserves to invest in their future without compromising their values. Social Good portfolios provide a way to align your investments with your values. By filtering out companies that have negative impacts on the world, you can invest in a way that matches your personal beliefs and ensures you feel good about your investments. Investing in Social Good portfolios does not need to mean compromising investment performance either.

Historically, investment portfolios were selected based on the expected financial returns to shareholders. A company's impact on society and the environment was not a factor for investment decisions. The thought was that including filters for a company's impact would limit potential investment options and lower overall investment returns. However, this has recently been proven false.

In a world increasingly dealing with the effects of climate change and societal shifts, Social Good portfolios are poised for success. How does a particular company handle climate change? How well does leadership assess the business impacts of a changing environment? What decisions does the board of directors make on corporate culture and fostering innovation? A company's decisions translate to real-world value and growth. Without considering a company's impact on the world, investors cannot truly judge the long-term health and growth potential it may hold.

Values-driven growth is more than just a feel-good theory. In recent years, investments that incorporated ESG standards outperformed conventional investments. This trend is likely to continue as the world pushes for more investment into sustainable companies and demands companies do more for the world than purely maximizing profit.

What's next?

Catch continues to provide the same low-cost, diversified portfolio options that we have offered from day one, but now you have a choice between traditional and Social Good portfolios.

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It is important for us to offer you the best investment options that align with your goals and beliefs while providing strong investment returns.

The universe of available investment options is vast and overwhelming. That's why it's our mission to offer quality, accessible investments tailored to your needs.

You can choose an ESG portfolio here.