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Climate Portfolio

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Aims to reduce the impact of climate change and increase access to sustainable investment opportunities.

Risk Level
Medium
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Could be right for:
Anyone that wants to invest in a greener future

How It Works

The Climate Portfolio aligns with global efforts like the Paris Agreement and Kyoto Protocol, investing in companies and technologies that drive the shift toward a lower-carbon economy.

This plan is ideal for those who want their investments to support environmental sustainability while seeking long-term financial growth. By investing in industries working to combat climate change, you're helping to build a greener future while growing your money.

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Asset Allocation
Income
20%
Equity
80%
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Investment Breakdown

This portfolio, includes a blend of exchange-traded funds (ETFs) across global equities and U.S. government bonds, focusing on industries supporting global climate efforts:

Climate-Aligned Global Equities (NZAC): The SPDR MSCI ACWI Climate Paris Aligned ETF provides diversified exposure to global companies meeting climate-related criteria. This ETF aligns with the Paris Agreement, selecting equities designed to reduce greenhouse gas emissions and climate risks, making it suitable for investors seeking both growth and environmental impact.
U.S. Treasury Bonds (SPTL): The SPDR Portfolio Long Term Treasury ETF invests in long-term U.S. government bonds with maturities of 10 years or more. These bonds offer stability and lower risk compared to stocks, though they may be sensitive to changes in interest rates.

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Be Retirement Confident.

Roll over all your old 401(k)s into a PensionBee Individual Retirement Account (IRA). It takes just a few minutes to sign up.

Get started
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Documents and Resources

PDF
PensionBee Brochure
PDF
Privacy Policy
Investment Advisory Contract
PDF
Customer Relationship Summary
PDF
Terms and Conditions
PDF

PensionBee Inc. is registered with the SEC as an investment adviser. We do not provide in-person advice.

Telephone logo

General inquiries: (718) 502-9433
Press inquiries: (718) 502-9957

Email logo

General inquiries: [email protected]
Press inquiries: [email protected]
Partners: [email protected]

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Information presented does not intend to make an offer or solicitation for the sale or purchase of any specific securities or  investments. Past performance is not indicative of future performance. Investments involve risk and are not guaranteed.  This website and information are not intended to provide tax or legal advice.

State Street Global Advisors is not involved in the management of the strategies and accounts offered to you by PensionBee. State Street Global Advisors and its affiliates are not your investment adviser and are not a fiduciary with respect to you or your account. PensionBee is independent of State Street Global Advisors. State Street Global Advisors is not recommending or endorsing PensionBee or making a determination of the suitability or appropriateness for any individual products or investment strategies offered by PensionBee, including those described herein. Standard & Poor's®, S&P® and SPDR® are registered trademarks of Standard and Poor’s Financial Services LLC (S&P); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones); and these trademarks have been licensed for use by S&P Dow Jones Indices LLC (SPDJI) and sublicensed for certain purposes by State Street Corporation. State Street Corporation’s financial products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones or S&P, their respective affiliates and third party licensors and none of such parties make any representations regarding the advisability of investing in such product(s) nor do they have any liability in relation thereto, including for any errors, omissions or interruptions or any index.

The SPDR® S&P500 ETF®, SPDR® S&P MIDCAP 400® ETF, SPDR® Dow Jones Industrial Average ETF are exchange traded funds with the investment objective to correspond to the price and yield performance of the S&P 500® Index, S&P®MidCap 400®IndexTM and Dow Jones Industrial AverageSM. The shares of the SPDR® S&P 500® ETF, S&P MIDCAP 400® ETF, SPDR® Dow Jones® Industrial Average ETF represent individual ownership interest in the Trust’s portfolio.

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