What is it?
This portfolio lets you align your investments with sustainable values by focusing on companies that meet ESG standards. If you select this portfolio, Selma will build your investments with ETFs that prioritise environmental, social, and governance practices.
You still invest globally and broadly, with a strategy that matches your investor profile.
It's long-term investing, with a long-term impact. 🌍
Is this portfolio for me?
This portfolio option is ideal for investors who care about where their money goes and want their investments to reflect their values.
It might be for you if:
You want to support companies that go the extra mile to do good
You prefer to avoid investing in industries that harm the planet or society
You're thinking about the future – for yourself, your portfolio, and the world
Are there requirements to toggle this preference on?
No, this portfolio is available to all investors.
How to switch to the Sustainable portfolio
📱You can select this portfolio (or another one) through the mobile app:
Go to Portfolio > Strategy > Manage portfolio.
Select the Sustainable portfolio, then tap Continue.
Review and confirm your new investment strategy before it takes effect.
💻 If you use a web browser instead:
Navigate to your Investor preferences
Click Change preference
Continue, then review and confirm your new investment strategy before it takes effect.
💡 Note that the Sustainable portfolio and the Income portfolio are separate base portfolios and can't be combined. You can only choose one at a time.
The Swiss bias preference, however, is compatible with the Sustainable portfolio. If you opt for it, your portfolio will increase exposure to Swiss ETFs and reduce the global share accordingly.
What happens next?
Once you enable the Sustainable portfolio and confirm the change, Selma will:
Sell any ETFs that don't meet ESG criteria: your portfolio may shift slightly, but your risk level stays the same
Buy ESG-rated ETFs: these include companies screened for environmental care, fair social practices, and strong governance
If you pick a different portfolio later on, Selma will revert your investments to standard ETFs used in your new portfolio, while still following your strategy.
How long does it take to take effect?
Selma proceeds with the adjustment as quickly as possible. You'll typically see changes in your portfolio allocation within a few banking days.
Does it cost anything?
While Selma does not charge any additional fees for enabling this feature, as with any portfolio adjustment, indirect costs may apply:
Spread costs: These are the differences between buying and selling prices for investment products.
Currency exchange costs: If international holdings are sold, exchange rate differences may impact the final amounts.
Foreign exchange fees: If an ETF trades in a different currency than CHF, a foreign exchange transaction is automatically applied.