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Swell Investing Launches Diversified Impact Portfolio Poised For Returns

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Swell Investing Launches Diversified Impact Portfolio Poised For Returns

The Swell Impact 400 Aligns To All 17 UN Sustainable Development Goals

PR Newswire

SANTA MONICA, Calif., July 31, 2018 /PRNewswire/ -- Swell Investing today announced the launch of the Swell Impact 400, a new portfolio of 400 public equities diversified across sectors and all 17 United Nations Sustainable Development Goals. With Swell's $50 minimum, the new portfolio provides one of the most accessible ways for investors to get started with impact investing.

(PRNewsfoto/Swell Investing)

In building the portfolio, Swell's impact team examined thousands of companies, ultimately identifying 400 companies poised to drive returns while achieving social and environmental impact by:

  • Deriving revenue from one or more of the 17 UN Sustainable Development Goals
  • Ensuring that each company has at least one woman or minority on its board or executive team
  • Providing broad diversification across sectors

Each company's positive impact and contribution to the UN SDGs is available to view on Swell's portfolios page. Since inception (9/30/2016) through June 30, 2018, Swell's combined six portfolios have performed in line with the broad market. Swell's combined portfolios' total return net of fees for this period was 30%.

"Over the next decade, we're going to see more investors move their portfolio into impact as more products become available to meet their needs," said Dave Fanger, CEO and Founder of Swell Investing. "This new portfolio provides an opportunity to invest in all 17 global goals, build a positive financial future and support peace and prosperity for the next generation."

Alignment to UN SDGs

The United Nations Sustainable Development Goals represent the "world's to do list." In 2015, 193 world leaders adopted the 17 global goals, which aim to protect the planet, ensure prosperity and end poverty by 2030. Each of the companies in Swell's Impact 400 portfolio derives revenue from products and solutions addressing the UN SDGs, ensuring that each company is actively working towards creating positive change in the world.

"Impact investing demands a strong framework to ensure that investors' dollars are achieving as much positive social and environmental change as possible," said Jake Raden, co-lead of Swell Investing's impact team. "The UN Sustainable Development Goals represent the greatest challenges to society, making them a perfect supporting structure for evaluating impact."

Investing in Diverse Teams

Companies with diverse ethnic and gender representation on their boards and executive teams tend to outperform their competitors. Investors in the Impact 400 are positioned to take advantage of that performance as each equity includes at least one woman or ethnically diverse member of their board or executive team.

Starting today, investors can sign up for Swell and invest in the Impact 400 here. All holdings within the Impact 400 can be found here, along with information on their alignment to the UN SDGs.

About Swell
Swell Investing is on a mission to ensure every dollar you invest has a positive impact on the world. Swell was built on the belief that today's biggest challenges will result in tomorrow's leading industries. Swell's team identifies high-impact, high-growth companies that are solving global environmental and social challenges, making the information and investment opportunity widely available. Swell is an SEC-registered investment adviser incubated by Pacific Life, a company that has 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.

About Pacific Life
Celebrating its 150th anniversary in 2018, Pacific Life provides a wide range of insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Pacific Life counts more than half of the 100 largest U.S. companies as its clients. For additional company information, including current financial strength ratings, visit www.PacificLife.com. Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Client count as of June 2017 is compiled by Pacific Life using the 2017 FORTUNE 500® list.

Swell Investing LLC is 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.

About Swell Impact 400
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".

Investment outcomes and estimates 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. Registration does not imply a certain level of skill or training.

Any past performance provided is for illustrative purposes only and is not indicative of future investment results. Comparisons to broad market refer to the S&P 500. As with any investment, there is the potential for profit and the risk of loss. Performance since inception 9/30/2016 through 6/30/2018. Assumes a 0.75% annual advisory fee. Performance figure shown is net of fees and transaction related expenses and includes reinvestment of dividends greater than $1. Past performance is not indicative of future results.

Please visit our website for additional information: www.swellinvesting.com.

Contact: Natalie Rix, press@swellinvesting.com

 

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SOURCE Swell Investing

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