New option for TD Ameritrade robo-advisor
clients interested in sustainable investing
TD Ameritrade Investment Management, LLC (“TD Ameritrade”)1
today announced Socially Aware options for robo-advisor clients,
helping investors to align their portfolios with their values by
considering environmental, social and governance (ESG) factors when
they invest.
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the full release here:
https://www.businesswire.com/news/home/20180906005134/en/
TD Ameritrade's Socially Responsible
Investing Survey infographic (Graphic: Business Wire).
“There is a growing appetite from investors of all generations,
particularly millennials, for investments that provide additional
value beyond the financial returns. We are pleased to offer them a
low-cost, automated investing option in ESG-centric portfolios,”
said Lule Demmissie, managing director of investment products and
guidance, TD Ameritrade, Inc.
TD Ameritrade now offers five Socially Aware portfolios that
provide exposure to ESG investing through well-diversified
exchange-traded funds (ETFs) that are designed to suit different
risk preferences and investing goals. The portfolios are available
through Essential Portfolios, TD Ameritrade’s fully digital
robo-advisor platform.
ESG investing assesses companies using a scoring system created
by Morgan Stanley Capital International (MSCI), a leading provider
of market indices. If a company earns a higher score than its
industry peers across the three ESG categories (environmental,
social, governance), it’s assigned a higher ESG rating, a growing
factor in the investment decision-making process.
“We carefully reviewed the current ESG investment offerings
available for investors today,” said Joe Correnti, director of
guidance portfolio construction and management, TD Ameritrade Inc.
“We then considered the investment vehicles that we believe best
captured the essence of ESG investing, and would be appropriate for
inclusion in our client portfolios,” Correnti explained.
In addition to launching Socially Aware for Essential Portfolios
clients, TD Ameritrade is releasing insights from a new “Socially
Responsible Investing Survey”:
Socially Responsible Investing Deemed Important, Especially
by Women and Millennials
- Almost one in three (30 percent)
investors surveyed have considered making socially responsible
investments, with women (34 percent) favoring the approach more
than men (26 percent).
- Forty-five percent of investors of all
ages and 60 percent of millennials consider socially responsible
investing important.
- Nearly a third (30 percent) of
investors would move their account to a different firm to gain
broader access to socially responsible investment offerings, with
almost half (47 percent) of millennials willing to switch.
ESG Investors Favor Environmental, Social Factors Over
Financials
- For those who consider socially
responsible investments, social and environmental factors (67
percent) matter more than financials (30 percent). Rate of return
is a top priority only for 17 percent of investors who considered
socially responsible investments.
- More than half (51 percent) of those
who’ve considered socially responsible investments claim to have at
least 21 percent of their total holdings dedicated to socially
responsible investments.
- Human rights is the most important
value for investors who consider social values, closely followed by
environmental impact, and diversity. Boomers tend to care the most
about human rights, while millennials focus on environmental
impact.
“With companies providing more extensive data about their ESG
practices, in addition to ESG research and analysis methods
becoming more advanced than ever before, investors can feel more
empowered to address their desires for social and environmental
change through their investments,” continued Demmissie. “By
investing in Socially Aware portfolios, they can now further align
investments with their values.”
To learn more about the Socially Aware feature available for TD
Ameritrade Essential Portfolios clients, visit
https://www.tdameritrade.com/investment-guidance/investment-management-services/essential-portfolios/esg-investing.page.
Carefully consider the investment objectives, risks, charges and
expenses before investing. A prospectus, obtained by calling
800-669-3900, contains this and other important information about
an investment company. Read carefully before investing.
ETFs can entail risks similar to direct stock ownership,
including market, sector, or industry risks. Some ETFs may involve
international risk, currency risk, commodity risk, leverage risk,
credit risk and interest rate risk. Trading prices may not reflect
the net asset value of the underlying securities. Commission fees
typically apply.
Morgan Stanley Capital International and TD Ameritrade are
separate and unaffiliated and not responsible for each other’s
services or policies.
About TD Ameritrade Holding CorporationTD Ameritrade
provides investing services and education to more than 11 million
client accounts totaling more than $1.2 trillion in assets, and
custodial services to more than 6,000 registered investment
advisors. We are a leader in U.S. retail trading, executing an
average of more than 780,000 trades per day for our clients, more
than a quarter of which come from mobile devices. We have a proud
history of innovation, dating back to our start in 1975, and today
our team of nearly 10,000-strong is committed to carrying it
forward. Together, we are leveraging the latest in cutting edge
technologies and one-on-one client care to transform lives, and
investing, for the better. Learn more by visiting TD Ameritrade’s
newsroom at www.amtd.com, or read our stories at Fresh
Accounts.
Brokerage services provided by TD Ameritrade, Inc., member
FINRA (www.FINRA.org)/SIPC (www.SIPC.org).
Prior to enrolling in the Socially Aware portfolios, please read
TDAIM’s whitepaper and see the TDAIM Disclosure Brochure (Form ADV
Part 2A) http://www.tdameritrade.com/forms/TDA4855.pdf
Advisory services are provided by TD Ameritrade Investment
Management, LLC (“TD Ameritrade Investment Management”), a
registered investment advisor. Brokerage services provided by TD
Ameritrade, Inc. TD Ameritrade Investment Management provides
discretionary advisory services for a fee. Risks applicable to any
portfolio are those associated with its underlying securities. For
more information, please see the Disclosure Brochure (Form ADV Part
2A) http://www.tdameritrade.com/forms/TDA4855.pdf
About the TD Ameritrade Socially Responsible Investing
SurveyA 10-minute online survey was conducted with 1,056
American adult investors with at least $250,000 in investable
assets by True North Market Insights, between March 16, 2018 and
March 19, 2018, on behalf of TD Ameritrade Holding Corporation. The
statistical margin of error for the total sample of 1,056 American
adults within the target group is +/- 2.6 percent. TD Ameritrade
and True North Market Insights are separate and unaffiliated firms
and are not responsible for each other’s services or policies.
Source: TD Ameritrade Holding Corporation
1Socially aware portfolios and other advisory services are
offered through TD Ameritrade Investment Management, LLC, a
registered investment advisor affiliate of TD Ameritrade, Inc. (“TD
Ameritrade”) and a subsidiary of TD Ameritrade Holding
Corporation.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20180906005134/en/
TD Ameritrade Holding CorporationFor Media:Becky Niiya,
402-574-6652Director, Corporate
Communicationsrebecca.niiya@tdameritrade.com@TDAmeritradePRorFor
Investors:Jeff Goeser, 402-597-8464Director, Investor
Relationsjeffrey.goeser@tdameritrade.com
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