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Announcing: Swell’s referral program

By
Nicole Sara Sivens
October 11, 2018
3 min read
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We get it. When something’s this good, it’s hard to keep it to yourself. So go ahead and share Swell with your friends, and as a thank you, we’ll drop $300 in your account for every 3 friends who sign up through your link and fund their accounts.

Log in here and get your custom referral link.

When they open and fund their new account, they’ll get $50 on us. Our minimum is still just $50.

Over time and in aggregate, impact investing has done as well as (or better!) than the stock market. The companies in our portfoliols are solving global challenges through innovation and technology. Spread the work and spread the love.

The small print: You can refer up to 18 friends, and they must remain investors for at least 90 days.


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.

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