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Connecting Investors With Their Impact, Swell Launches New Account Experience
[January 09, 2018]

Connecting Investors With Their Impact, Swell Launches New Account Experience


NEWPORT BEACH, Calif., Jan. 9, 2018 /PRNewswire/ -- Swell Investing announced today a completely redesigned interactive user interface, connecting investors more deeply to the companies in their portfolios and empowering them to learn about the positive impact they have on the world.

Overhauled Account Experience

After signing in to the platform, investors in Swell's six portfolios of high-growth companies solving global challenges can now view:

  • Market Analysis: Exclusive insights help the Swell community relate overall market movements to investment performance.
  • Investor Reading List: News and insights illustrate how each portfolio company is engaged in impact and accountable to Swell's selection criteria.
  • Portfolio Pages: Investors can now dive deep into each of the portfolios in their Swell mix and learn more about the portfolio's performance and the companies within it.

Swell developed its new interface following in-depth, qualitative interviews with more than two dozen investors who expressed an overwhelming interest in expanding knowledge of their investments beyond performance to include how the companies in their portfolios are shaping the world.

In a study released last fall, Swell Investing found that nearly half (49%) of millennials who invest weren't able to name the top three companies in their portfolio. This was despite an overwhelming interest in investing responsibly, with seven in 10 Americans saying it's important that their values align with their decisions around investing.

"Through extensive research, we found tht investors have a strong desire to learn about the companies in their portfolios," said Dave Fanger, CEO and Founder of Swell Investing. "Providing a true impact option means that the companies within our portfolios need to be core to the investor experience. This is a key differentiator for Swell among other socially responsible options."

Starting at $50, Swell offers investors the opportunity to invest in portfolios of companies poised for growth as they work to solve major global challenges. Launched in May of 2017, Swell has attracted nearly 3,000 investors and an AUM of more than $14M in a little over seven months.

About Swell
Swell is an impact investing platform that helps you invest in high-growth companies solving global challenges. 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 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.


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.

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.

The performance shown for the Account Experience screen is the actual result of an investment account held by an employee of Swell and assumes a 0.75% annual advisory fee.

Performance figures shown are net of fees and transaction related expenses and include reinvestment of dividends greater than $1. Comparison to the selected benchmark (Russell 3000) is shown for illustrative purposes only. Swell's portfolios differ from the Russell 3000 in that, among other factors, Swell's portfolios are managed, undiversified, bear fees and may vary materially in volatility. Past performance may not be indicative of future results.

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

Contact: Natalie Rix, press@swellinvesting.com

 

Portfolio Page

 (PRNewsfoto/Swell Investing)

Cision View original content with multimedia:http://www.prnewswire.com/news-releases/connecting-investors-with-their-impact-swell-launches-new-account-experience-300579606.html

SOURCE Swell Investing


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