Swell Portfolios Directly Address Some of Today’s Most Pressing Global Challenges
Press Release – NEWPORT BEACH, CA — May 16, 2017 — Swell, an impact investing platform that aims to deliver profit as well as purpose, launches today. With a minimum investment of just $500, Swell provides consumers the opportunity to invest in six portfolios focused on a positive future: Green Technology, Renewable Energy, Zero Waste, Clean Water, Healthy Living and Disease Eradication.
Built on the belief that today’s biggest challenges will result in tomorrow’s leading industries, Swell identifies high-impact, high-potential companies that are working toward innovative solutions to these challenges through in-depth research typically not available to everyday investors. Swell designed its purpose-driven profit model and intuitive user experience based on the insight that consumers want to invest consciously but aren’t willing to sacrifice returns.
“At Swell, we believe performance is about more than just profit,” says CEO Dave Fanger. “Swell is on a mission to ensure that every person can have an impact while also investing in their financial future. We’re proud to offer people a way to invest in progress, beginning today.”
Swell provides institutional level investment expertise for its investors
When building the portfolios, the dedicated impact analysis team first applies Swell’s proprietary Engaged Impact Criteria™, which is unapologetically selective. The criteria screens for impact in a number of ways including a company’s MSCI ESG (Environmental, Social and Governance) rating and its alignment with the United Nation’s Sustainable Development Goals. Swell also requires that each company derives revenue from its associated impact theme, an indicator that it is actively contributing to progress.
Then, Swell’s portfolio management team looks at the company’s fundamentals to determine what percentage, if any, will be included in its portfolios to optimize the risk-return profile. Only when a company meets all of these criteria will it be considered for a Swell portfolio.
The result is Swell’s six thematic portfolios with purpose, all of which represent baskets of mainly small- and mid-cap companies that Swell believes are poised for high growth based on global social and environmental trends.
Swell is a venture startup incubated by Pacific Life, a company with nearly 150 years of experience in financial services. In 2015, Swell tapped global design firm IDEO to serve as creative partner and help evolve the company. In 2016, Swell hired Carbon Five as its software development partner.
How it works
- Get Started: Signing up for Swell is a quick and easy process that can be completed on any device and typically takes a few minutes.
- Create a Mix: Swell offers six thematic portfolios and an investor can choose to invest in any combination of them.
- Start Investing: After creating a mix, the investor links a bank account to make his or her first investment. Swell’s low entry point is set at just $500 and it also offers automated recurring deposits.
- Fee Structure: Swell has one simple, flat fee of 0.75% per year. That means if the total investment is $500.00, the total annual fee will be $3.75, about the cost of a cup of coffee.
To learn more and to begin investing, please visit www.swellinvesting.com.
About Swell
Swell, an impact investing platform that aims to deliver profit as well as purpose, was built on the belief that today’s biggest challenges will result in tomorrow’s leading industries. It identifies high-impact, high-potential companies that are focused on a positive future, making the information and investment opportunity widely available. Swell is an SEC registered investment adviser incubated by Pacific Life, a company that has nearly 150 years of experience in financial services. Learn more at www.swellinvesting.com, facebook.com/swellinvesting, twitter.com/swellinvesting, instagram.com/swellinvesting, linkedin.com/company/swellinvesting, blog.swellinvesting.com.
