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Learn
How Plant-Based Protein Bullied Meat Into Submission
Beyond Meat opened the month of May with a record-setting IPO selling at $46 a share...
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Impact
How Fashion Forward Headbands Help Kids Fight Cancer
“Starting Headbands of Hope while in college was a propeller for my business and not a barrier,” Ekstrom says.
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Learn
How Plant-Based Protein Bullied Meat Into Submission
Beyond Meat opened the month of May with a record-setting IPO selling at $46 a share...
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Learn
One Click Divestment - Swell’s Product Designer introduces a New Feature
One-click divestment allows investors to remove up to three companies from their Swell Mix.
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Impact
Making the choice to divest from fossil fuels
You have more power than you think. One woman’s story of how she came to be an impact investor...
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Learn
Do Teslas dream of making bank while you sleep?
Tesla plans on joining the ride-hailing sector once its automobiles become self-driving...
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Impact
Know what you own
Do you know where you're invested? Doug Savant tells you where your money could be going if you aren't careful...
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Learn
Facebook stops profiting from race, gender, and age-targeted ads
To paraphrase Vince Lombardi: IT governance is not a sometime thing; it's an all-the-time thing...
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Learn
Your money is working for you. What is it doing for the world?
If you really knew where your money was invested, would you make more intentional decisions?
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Ahead of #IWD2019 Swell Study Says Women Poised To Close Generational Gap in SRI
This year’s International Women’s Day theme of #BalanceForBetter focuses on gender balance...
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Impact
Sustainability is always in fashion
On the high end, it takes 2,900 gallons of water to make a single pair of jeans, Triarchy is here to change that...
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Learn
What exactly is going on with your taxes this year?
This tax filing season the IRS is dealing with the worst case of “vacation email pileup” ever…
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Impact
We are Swell
Swell team talks impact investing, company culture, mission, and the values-first lifestyle that brought it to life
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Learn
What actually happened to your money in 2018?
The mystery of the Really Bad Year can be solved when you look at asset classes and how they work
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Impact
Purpose Meets Profit: Designing Sustainable Cities of the Future
Did you miss Swell's Purpose Meets Profit - New York City event? Watch the full video here.
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Impact
UN Sustainable Development Goal #5: Why gender equality matters
Women make up half the population, only about 24% are repped in government, and just 13% of women are landowners...
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Impact
This giant battery saved Australia $40 million
Its power is cheaper and produces zero emissions: It’s a giant Australian battery that's already saved $40 million.
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Impact
How skateboards are changing our oceans
What if shredding on a skateboard could help save the world’s oceans and marine life?
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Impact
Bali is swimming in trash, here’s what you can do about it
A vacation to beautiful Bali opened her eyes to the huge plastics issue literally surrounding the island.
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Learn
The newest trend in investing: reading the ingredients
What exactly are the unsavory industries and companies within it that you might want to avoid?
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What are ETFs? Exchange-traded funds explained
ETFs sometimes hold hundreds of shares or bonds, meaning you are covered if one of the holdings performs poorly...
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Impact
The women of weed
Will cannabis be the first ever one billion dollar industry led by women? All signs point to yes...
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Learn
An 80-year-old woman is standing up for the rest of us
Dodd-Frank might not be going anywhere, Waters is in charge and ready to pull records, and rocks that hold water...
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Impact
Alesca Life - Interview with founder Stuart Oda | Why I Do It
What do optimism and vegetables have in common? Learn how Alesca Life's Stuart Oda is changing the food landscape.
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Priya Malani of Stash Wealth Tells You What To Do With Your Money
If you’re coming into some holiday money this year, let us help you figure out what to do with it...
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Learn
What are the best Individual Retirement Accounts?
An IRA is something that you choose on your own and fund independently, learn how to make the most of them...
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Impact
UN Climate Change Report Part 2: Counteraction
Part 2 of our series outlining the details of the recent United Nations Climate Change Report...
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Learn
How to invest more rationally with emotional intelligence
Emotional Intelligence is better than IQ and just one way to make smarter financial decisions...
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Learn
How Plant-Based Protein Bullied Meat Into Submission
Beyond Meat opened the month of May with a record-setting IPO selling at $46 a share...
podcast-icon
Learn
How Plant-Based Protein Bullied Meat Into Submission
Beyond Meat opened the month of May with a record-setting IPO selling at $46 a share...
podcast-icon
Learn
One Click Divestment - Swell’s Product Designer introduces a New Feature
One-click divestment allows investors to remove up to three companies from their Swell Mix.
podcast-icon
Learn
Do Teslas dream of making bank while you sleep?
Tesla plans on joining the ride-hailing sector once its automobiles become self-driving...
podcast-icon
Learn
Facebook stops profiting from race, gender, and age-targeted ads
To paraphrase Vince Lombardi: IT governance is not a sometime thing; it's an all-the-time thing...
podcast-icon
Learn
Your money is working for you. What is it doing for the world?
If you really knew where your money was invested, would you make more intentional decisions?
podcast-icon
Learn
Ahead of #IWD2019 Swell Study Says Women Poised To Close Generational Gap in SRI
This year’s International Women’s Day theme of #BalanceForBetter focuses on gender balance...
podcast-icon
Learn
What exactly is going on with your taxes this year?
This tax filing season the IRS is dealing with the worst case of “vacation email pileup” ever…
podcast-icon
Learn
What actually happened to your money in 2018?
The mystery of the Really Bad Year can be solved when you look at asset classes and how they work
podcast-icon
Learn
The newest trend in investing: reading the ingredients
What exactly are the unsavory industries and companies within it that you might want to avoid?
podcast-icon
Learn
What are ETFs? Exchange-traded funds explained
ETFs sometimes hold hundreds of shares or bonds, meaning you are covered if one of the holdings performs poorly...
podcast-icon
Learn
An 80-year-old woman is standing up for the rest of us
Dodd-Frank might not be going anywhere, Waters is in charge and ready to pull records, and rocks that hold water...
podcast-icon
Learn
Priya Malani of Stash Wealth Tells You What To Do With Your Money
If you’re coming into some holiday money this year, let us help you figure out what to do with it...
podcast-icon
Learn
What are the best Individual Retirement Accounts?
An IRA is something that you choose on your own and fund independently, learn how to make the most of them...
podcast-icon
Learn
How to invest more rationally with emotional intelligence
Emotional Intelligence is better than IQ and just one way to make smarter financial decisions...
podcast-icon
Learn
What are stock options and how do they work?
In today’s market, employee compensation goes beyond the standard salary, and stock options are an example of that.
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Rolling a 401k into an IRA is easier than you think
Read about the benefits of and solution to a common confusing situation: rolling over your old 401k into an IRA.
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Should you invest while you’re in debt?
Should you invest in your future while you’re still paying off debts? It might seem counterintuitive, but...
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What is a Roth IRA and how does it work?
A Roth IRA is a powerful savings tool for your retirement, find out how to make the most of it...
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How much money do I need to retire?
When it comes to saving money for retirement, we all know we should be doing it. But, how much do you need to save?
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What's your old 401k up to?
In 2018, a nonprofit found that 35% of U.S. mutual funds contain investments in weapons and ammunition...
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Finally, good reasons to roll over your old 401k
It might be tempting to ignore the old 401k and let it do its thing in the backdrop of your financial life.
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Tax loss harvesting vs Swell’s tax wizardry
How does Swell optimize investors’ taxes? Learn about Swell’s method of keeping your taxes low and efficient...
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Learn
How do I create a financial plan for myself?
Follow these 8 simple steps from Nicole White to create a solid financial plan for yourself...
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Millenials in crisis mode? Think again
Priya Malani, Founding Partner at Stash Wealth, give tips for millennials worried about a second Great Recession.
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How much should I save vs. invest?
How much you should put toward saving for your short-term goals versus investing to meet your long-term plans.
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The Next Wave of Socially Responsible Investors Has Arrived
Swell Investing’s 2018 “Money Meets Morals” study released today finds that the vast majority of Gen Z investors...
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Learn
A pre-investing checklist
While it makes sense to begin early, there are some basics you need to have nailed down first…
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Impact
Know what you own
Do you know where you're invested? Doug Savant tells you where your money could be going if you aren't careful...
podcast-icon
Impact
How Fashion Forward Headbands Help Kids Fight Cancer
“Starting Headbands of Hope while in college was a propeller for my business and not a barrier,” Ekstrom says.
podcast-icon
Impact
Making the choice to divest from fossil fuels
You have more power than you think. One woman’s story of how she came to be an impact investor...
podcast-icon
Impact
Know what you own
Do you know where you're invested? Doug Savant tells you where your money could be going if you aren't careful...
podcast-icon
Impact
Sustainability is always in fashion
On the high end, it takes 2,900 gallons of water to make a single pair of jeans, Triarchy is here to change that...
podcast-icon
Impact
We are Swell
Swell team talks impact investing, company culture, mission, and the values-first lifestyle that brought it to life
podcast-icon
Impact
Purpose Meets Profit: Designing Sustainable Cities of the Future
Did you miss Swell's Purpose Meets Profit - New York City event? Watch the full video here.
podcast-icon
Impact
UN Sustainable Development Goal #5: Why gender equality matters
Women make up half the population, only about 24% are repped in government, and just 13% of women are landowners...
podcast-icon
Impact
This giant battery saved Australia $40 million
Its power is cheaper and produces zero emissions: It’s a giant Australian battery that's already saved $40 million.
podcast-icon
Impact
How skateboards are changing our oceans
What if shredding on a skateboard could help save the world’s oceans and marine life?
podcast-icon
Impact
Bali is swimming in trash, here’s what you can do about it
A vacation to beautiful Bali opened her eyes to the huge plastics issue literally surrounding the island.
podcast-icon
Impact
The women of weed
Will cannabis be the first ever one billion dollar industry led by women? All signs point to yes...
podcast-icon
Impact
Alesca Life - Interview with founder Stuart Oda | Why I Do It
What do optimism and vegetables have in common? Learn how Alesca Life's Stuart Oda is changing the food landscape.
podcast-icon
Impact
UN Climate Change Report Part 2: Counteraction
Part 2 of our series outlining the details of the recent United Nations Climate Change Report...
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Impact
UN Climate Change Report Part 1: Prevention
Part 1 of our series outlining the details of the recent United Nations Climate Change Report...
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Impact
Shopping on Thanksgiving might not be an option (and we like that)
Businesses who open on Thanksgiving are going against nearly 60 percent of Americans...
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Impact
Ball Corporation (and more) are making a positive change
Learn how Ball Corporation, Microchip Tech, and Insperity Inc are changing the world through their work.
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Impact
The UN Sustainable Development Goals: A plan to create a more sustainable world
Every company in our portfolios is connected to a UNSGD, but what are they? Learn about all 17 Goals here...
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Impact
Clean Harbors (and more) are making a positive change
Learn how Clean Harbors, Bluebird Bio, and Becton Dickinson & Co are changing the world through their work.
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Impact
5 Things I’ve learned from making less waste
Jess Carpenter, of Jess With Less, has committed her life to creating less waste and saving more money…
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Impact
Positive social impact is happening
Learn how Parker-Hannifin Corporation, Gilead, and Merck & Co are changing the world through their work.
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Impact
5 things Aric Ohana has learned from driving the mobility revolution
Envoy co-founder, Aric Ohana, talks to us about what he’s learned by igniting access to EVs
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Impact
Know what you are invested in
Do you have an old 401k from a previous job? Chances are your retirement account includes oil, tobacco...
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Impact
Companies making a positive social impact
Learn how EcoLab, Applied Materials, and AbbieVie, Inc. are changing the world through their work.
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Impact
Johnson Controls, Intuit, and Eli Lilly are making an impact
Learn how Johnson Controls, Intuit, and Eli Lilly are changing the world through their work...
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Impact
Apple, Unilever, and NextEra Energy are changing the world.
Apple, Unilever, and NextEra Energy are doing big things, follow along and they make an impact...
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Impact
Companies making an impact
Learn how Amgen, Autodesk, and Itron are changing the world through their impactful work...
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Impact
5 things I learned from...putting diverse women in the spotlight
Karina Cabrera Bell is the Founder and President of the Reach Mama Network, she shared what she's learned..
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Markets
No lions, no tigers, no bears? Oh my!
A wildlife reserve is in danger, we are annoying animals, and tigers could be a thing of the past...
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Markets
Facebook is having a pretty rough week
There are plenty of fish in the sea and a new dolphin whale hybrid that was discovered in a very, very cool way.
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Markets
$2B spent to stop climate action?
We knew lobbying was a thing, but they spent how much to keep fossil fuels in fashion? Yikes...
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Markets
The emerald isle gets greener
Xylem helps in rescue efforts, Pepsi shareholders make demands, and Ireland ditches the fossil fuels...
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Markets
A major airline is taking a big step in eliminating waste
Drinking on airplanes is a little bit different now, emergency funds, and wage data...
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Markets
Is the whole world automated now? Almost.
Pills delivered by drone and groceries right to your door, what a time to be alive...
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Markets
No lions, no tigers, no bears? Oh my!
A wildlife reserve is in danger, we are annoying animals, and tigers could be a thing of the past...
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Markets
Is thematic investing more susceptible to market movements?
Thematic investing involves selecting companies related to a specific macroeconomic issue/theme...
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Markets
Pope Francis calls out big banks
A papal rejection of capitalism, proof that protest works on wage increases, and a Farm Bill...
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Markets
More vegetable news than you can handle
A sunscreen ban, a dangerous lettuce situation, and produce on Mars. Stay up to date with...
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Markets
The Optimus Prime Spinoff Promotion and Research Challenge is just as cool as it sounds
Paperless documents are (finally) the new normal, a big oil company tumbles, and a hot-headed...
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Markets
Does Swell invest in cannabis?
Cannabis is not only the fastest-growing industry in the U.S., but its statistical rate...
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Markets
Aecom constructs a better building from the ground up
Aecom is a defining name in its industry,working in commercial and residential properties...
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Markets
Are you ready for Obama x Netflix?
The FDA has approved a teeny tiny heart valve, now you can sync your steps and your moods...
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Markets
Are Uber and Lyft causing havoc?
Trump is taxing steel and aluminum imports, ride sharing is causing a big traffic jam...
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Markets
Janet Yellen, a down market, and the Super Bowl sadness
The market always goes up and does, so what's happening this week? Janet Yellen...
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Markets
Natural Grocers makes healthy living simple
Natural Grocers currently sells items that go beyond everyday eating. From household...
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Markets
Amplify takes snacking to a whole new level
Amplify has been working to provide pick-me-ups that don’t veer from the wellness track...
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Markets
Plot twist: Analog Devices is digital
As a leader in high-performance technology since 1965, Analog Devices is working...
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Markets
Ecotourism spots that are closer than you think
It’s more than just feeling exhausted and overworked, vacations have been scientifically...
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Markets
Greenwashing: What it is and what you can do
These are just a fraction of the companies that make up Swell Investing’s portfolios...
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Markets
Don't panic when the markets are down
Being rash and exiting the stock market or selling shares in response to a drop is not the best...
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Markets
What you may have missed when Amazon bought Whole Foods
When Amazon purchased Whole Foods Market, there was a tidal wave of...
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Markets
Catch up with our quarterly rebalance
We do this every quarter to stay on top of the changes in the industry. Read this article to learn more.
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Markets
Renewable Energy Jobs on the Rise
Ultimately, all of the rhetoric about environmental regulations being an impediment...
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Event
Purpose Meets Profit: Portland edition wrap up
Swell Investing’s Purpose Meets Profit events bring together local, socially conscious...
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Event
Purpose Meets Profit: the Swell home
Swell’s Purpose Meets Profit events are all about bringing together local, socially conscious...
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Event
Purpose Meets Profit: Portland edition wrap up
Swell Investing’s Purpose Meets Profit events bring together local, socially conscious...
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Event
Purpose Meets Profit: Portland edition
Swell Investing is taking its popular Purpose Meets Profit event on the road - our first stop...
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Event
February's Purpose Meets Profit
We are kicking off 2018 with a new take on our popular Purpose Meets Profit series, and we can’t...
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Event
Purpose Meets Profit: Panel & Pop-Up Shop
Our Purpose Meets Profit events are all about bringing together local, socially conscious...
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Event
Purpose Meets Profit x Swell Investing
Our Purpose Meets Profit events are all about bringing together local, socially conscious...
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Event
Purpose Meets Profit
Purpose Meets Profit is Swell’s monthly panel discussion featuring local, social entrepreneurs...
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Event
Q&A with the PMP panelists
The first Purpose Meets Profit event at our headquarters was a huge success. Swell hosted...
Not sure ? Try out one of these...
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Impact
The heart and brains of a Swell impact portfolio
The portfolio curation process is a labor of love here at Swell. It’s a chance for our portfolio...
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Markets
Renewable Energy Jobs on the Rise
Ultimately, all of the rhetoric about environmental regulations being an impediment...
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Impact
Positive social impact is happening
Learn how Parker-Hannifin Corporation, Gilead, and Merck & Co are changing the world through their work.
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SWELL IS BACKED BY PACIFIC LIFE AND BORN IN CALIFORNIA
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This website is operated by Swell Investing LLC, an SEC Registered Investment Adviser. Brokerage services provided to clients of Swell Investing LLC by Folio Investments, Inc., an SEC registered broker-dealer and member FINRA/SIPC. Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Please consider your objectives and Swell’s fees before investing. Past performance does not guarantee future results. Investment outcomes and projections are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Swell is not registered. Friede, Gunnar, Timo Busch & Alexander Bassen. "ESG and financial performance: aggregated evidence from more than 2000 empirical studies." Journal of Sustainable Finance & Investment, vol. 5, no. 4, 15 Oct. 2015, pp 210-233. https://doi.org/10.1080/20430795.2015.1118917. "S&P 500" is an abbreviation for the Standard & Poor's 500 Total Return Index, a market-value weighted index of 500 stocks chosen to reflect the risk/return characteristics of the large cap universe and one of the common benchmarks for the US stock market. The MSCI KLD 400 Social Index comprises companies with high Environmental, Social and Governance (ESG) ratings and excludes companies involved in Alcohol, Gambling, Tobacco, Military Weapons, Civilian Firearms, Nuclear Power, Adult Entertainment, and Genetically Modified Organisms (GMO). The Index aims to serve as a benchmark for investors whose objectives include owning companies with very high ESG ratings and avoiding companies that are incompatible with specific values-based criteria. Comparison to the S&P 500 Index and MSCI KLD 400 is shown for illustrative purposes only. Swell's portfolios differ from these benchmarks in that, among other factors, Swell's portfolios are managed, primarily comprised of small and mid cap stocks, are not diversified, bear fees, and may vary materially in volatility. Past performance is not indicative of future results.
The Swell Impact 400 is not a market index, is not based on any market index, and does not track any market index. At inception, the Swell Impact 400 contains 400 securities; however, the number of securities may vary over time based on market conditions, corporate actions, and other factors, including eligibility factors and limitations in security selection and portfolio construction. Any reference to "Impact 400" shall mean the "Swell Impact 400".
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