Ellevest - Year of You helping change the world

*Calculated as total assets invested in impact portfolios by Ellevest digital. Data as of November 22, 2021.

**Calculated as percentage of members who have invested via Ellevest’s digital platform with at least one goal invested in an Ellevest Impact Portfolio. Data as of September 30, 2021.

***Information was obtained from third party sources, which we believe to be reliable but not guaranteed for accuracy or completeness. While past studies of SRI or impact investments demonstrate investment return, there is no guarantee that the characteristics of these investments that led to the achievement of market returns with lower risk will lead to similar results in the future, or that the Ellevest impact Portfolios will have the same factors that led to the results from the studies.

ESG definition source

Ellevest Impact portfolios available for Ellevest Digital, Premium and membership are not 100% allocated to impact funds. Fund expense ratios in the Ellevest Impact portfolios are higher than equivalent funds in the Ellevest Core Portfolios. See more information about Ellevest Impact Portfolios and fund fees here. Impact funds have shorter track records than non-Impact funds. As such these funds may not track their respective asset class benchmark as well as their Core Portfolio equivalents.

Ellevest Membership fees are as follows: Ellevest Essential is $1 per month, Ellevest Plus is $5 per month, and Ellevest Executive is $9. Other fees as described in Ellevest’s Wrap Fee Program Brochure and the Ellevest Membership Terms and Conditions Agreement will continue to apply.

All opinions and views expressed by Ellevest are current as of the date of this writing, for informational purposes only, and do not constitute or imply an endorsement of any third-party’s products or services.

The information provided does not take into account the specific objectives, financial situation, or particular needs of any specific person.

The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered specific legal, investment or tax advice.

Information was obtained from third-party sources which we believe to be reliable but are not guaranteed for accuracy or completeness.

Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

Diversification does not ensure a profit or protect against a loss in a declining market. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income.