Tag: Ellevest

Posted on March 11, 2021

  • 2020 was another significant year for robo advisor trends: Empower buys Personal Capital, Motif closes doors, ESG investing on the rise
  • Direct indexing becomes increasingly popular as BlackRock buys Aperio and Schwab buys tech from Motif
  • Walmart announced a partnership with Ribbit Capital potentially making financial planning more available – another major robo advisor trend
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Posted on February 24, 2021

Best Robo for Complex Financial Planning 2021

  • Winner: Vanguard Personal Advisor Services
  • Runner-Up: Personal Capital
  • Honorable Mentions: Ellevest & Wealthsimple
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Posted on February 22, 2021

Founded by Wall Street veteran Sallie Krawcheck, Ellevest caters to a historically underserved segment of investors—women. Ellevest is poised to scale quickly, as women are estimated to control north of $11 trillion worth of investable assets in the United States.  Since its founding, Ellevest has managed to raise over $75 million in venture capital funding, including support from familiar names including Melinda Gates and Google co-founder Eric Schmidt

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Posted on September 15, 2020

  • Through the first half of 2020 results were mixed, with five of eight SRI portfolios outperforming their respective standard portfolios
  • Betterment SRI, Merrill Edge SRI, and Morgan Stanley SRI lead the way over the first half of 2020
  • Over the trailing 2-year period, all five SRI portfolios outperformed their non-SRI counterparts at the same provider despite higher fund fees
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Posted on August 14, 2020

  • Socially Responsible Investing continues to garner interest; 2019 net fund flows nearly 4X times greater than 2018 flows
  • Portfolio Sustainability metrics only slightly improve by choosing conscientious options
  • SRI funds are more expensive but promising performance has offset the fee hike thus far
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Posted on May 1, 2020

  • SRI portfolios remain popular and continue to perform well
  • Wealthsimple SRI is the top 1- and 2-year total portfolio performer
  • Morgan Stanley SRI leads 1-year equity performance
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