ESG investing platforms help investors build portfolios aligned with environmental, social, and governance values. These tools provide ESG ratings, impact metrics, sustainable investment options, and screening tools to exclude companies that conflict with investor values while pursuing competitive financial returns.

Revenue from portfolio management fees (0.30-0.70% of AUM) on ESG-focused portfolios. Additional income from premium ESG data subscriptions ($15-50/month), impact reporting services, and partnerships with sustainable funds. Some platforms charge for detailed company ESG analysis and custom screening tools.

• Portfolio ESG Score

  Weighted average ESG rating across portfolio holdings

• Impact Achievement Rate

  Measurable positive outcomes from ESG investments

• Values Alignment Score

  Degree to which portfolios match investor ESG preferences

OpenInvest, Swell Investing, Betterment Socially Responsible Investing