Socially responsible investing
When you invest in companies whose principles reflect their care for the world, you're actively endorsing positive values and rewarding the businesses that promote them.

Create a positive impact by aligning your investments with what you care about.

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How can I invest in companies that share my values?

With the flick of a button. We make it easy for you to switch your recommended asset allocation portfolio to one which takes SRI into consideration. Simply login to your dashboard to view your options and invest/call us for more information or help. You can also invest in SRI themes.

How can I invest in...

Portfolio icon

...a better planet?

Invest in companies that focus on reducing greenhouse gas emissions, building energy efficient products, reducing energy footprint, using alternative energy sources and conserving water.

IA Socially Responsible Investing Profile Picture
Clean Air
IA Socially Responsible Investing
33.4%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
Reduce emissions
Sustainable energy
Low carbon
Learn more
IA Socially Responsible Investing Profile Picture
Land Health
IA Socially Responsible Investing
29.7%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
Reduce harmful land waste
Safe disposal
Learn more
IA Socially Responsible Investing Profile Picture
Ocean Life
IA Socially Responsible Investing
32.3%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
Manage water use
Value marine life
Learn more
IA Socially Responsible Investing Profile Picture
Pure Water
IA Socially Responsible Investing
34.7%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
Manage water use
Avoid contamination
Learn more
IA Socially Responsible Investing Profile Picture
Sustainable Product Lifecycle
IA Socially Responsible Investing
49.6%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
Quality and safety
Materials
Entire supply chain
Learn more
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...social justice?

Invest in companies with social justice goals that focus on fair labor & thriving communities, gender equality, LGBTQ inclusion and racial equality.

IA Socially Responsible Investing Profile Picture
Fair Labor & Thriving Communities
IA Socially Responsible Investing
40.5%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
Societal and workforce care
Diverse and equal
Learn more
IA Socially Responsible Investing Profile Picture
Gender Equality
IA Socially Responsible Investing
42.8%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
Gender parity
Recruiting and promotion of women
Learn more
IA Socially Responsible Investing Profile Picture
LGBTQ Inclusion
IA Socially Responsible Investing
36.2%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
Diverse and equal
LGBTQ focus
Learn more
IA Socially Responsible Investing Profile Picture
Racial Equality
IA Socially Responsible Investing
34.4%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
Diverse and equal
All ethnicities
Learn more
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...responsible management?

Invest in companies with ethical leadership and sound governance such as company transparency, customer safety, ethical leadership and mindful business models.

IA Socially Responsible Investing Profile Picture
Company Transparency
IA Socially Responsible Investing
34.3%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
Protect clients
Safety and labelling
Data security
Learn more
IA Socially Responsible Investing Profile Picture
Customer Safety
IA Socially Responsible Investing
41.1%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
Privacy and safety
Product access
Good practices
Learn more
IA Socially Responsible Investing Profile Picture
Ethical Leadership
IA Socially Responsible Investing
51.9%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
Good corporate governance
Resolve conflicts well
Learn more
IA Socially Responsible Investing Profile Picture
Mindful Business Models
IA Socially Responsible Investing
44.5%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
Towards lower carbon
Towards climate friendly
Learn more
Portfolio icon

...Smart Beta portfolios with a social edge?

Invest in companies with positive ESG factors while delivering return and risk characteristics of large and mid-cap stocks within the US equity market.

IA Socially Responsible Investing Profile Picture
ESG Broad Market
IA Socially Responsible Investing
40.3%
365 days
Sharpe ratio: 2.59
Minimum investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap stocks
Learn more
IA Socially Responsible Investing Profile Picture
ESG Dividend
IA Socially Responsible Investing
34.6%
365 days
Sharpe ratio: 2.23
Minimum investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap dividend stocks
Learn more
IA Socially Responsible Investing Profile Picture
ESG Growth
IA Socially Responsible Investing
25.6%
365 days
Sharpe ratio: 1.80
Minimum investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap growth stocks
Learn more
IA Socially Responsible Investing Profile Picture
ESG Quality
IA Socially Responsible Investing
33.4%
365 days
Sharpe ratio: 2.29
Minimum investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap quality stocks
Learn more
IA Socially Responsible Investing Profile Picture
ESG Value
IA Socially Responsible Investing
42.8%
365 days
Sharpe ratio: 2.45
Minimum investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap value stocks
Learn more

How can I exclude companies that engage in practices I want to avoid?

Your preferences matter. Select from the various 'practices to avoid' below to exclude the stocks of companies that do not share your values or add single stock exclusions. They will apply to all your investments automatically. We have rigorous processes to manage the stocks in each of the practices to avoid and the investments that overlap with them.

Customization

One size does not fit all. Our technology ensures that your investments reflect your choices. Select practices to avoid to create customized portfolios uniquely suited to you. For example, build your own custom index by selecting your practices to avoid and investing in one of our index-like portfolios such as our Broad Market or Russell Technology portfolios.

Practices to avoid

Click on the icons to learn more.

Understanding the cost of your choices

  • Many of our portfolios have an overlap with the stocks of companies engaging in the practices to avoid.
  • Excluding stocks from your portfolio affects its performance.
  • The returns for the portfolio excluding the selected practices to avoid are computed using the appropriate returns over the period.

Use the tool below to see how excluding stocks of companies engaging in selected practices to avoid impacts each portfolio's performance. Please see the Important information below to review important disclosures on the risks and limitations of relying on hypothetical returns.

Choose a portfolio
Portfolio icon
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Adaptive Asset Allocation
Sizemore Capital
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Aggressive
WisdomTree
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Basic Materials
FTSE Russell
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Broad Market
IA Smart Beta
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China Sector
Global X
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Clean Air
IA Socially Responsible Investing
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Company Transparency
IA Socially Responsible Investing
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Concentrated GARP
Y H & C Investments
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Conservative
WisdomTree
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Consumer Discretionary
FTSE Russell
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Consumer Staples
FTSE Russell
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Customer Safety
IA Socially Responsible Investing
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Digital Innovation
Global X
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Dividend
IA Smart Beta
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Dividend Growth
Sizemore Capital
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ESG Broad Market
IA Socially Responsible Investing
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ESG Dividend
IA Socially Responsible Investing
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ESG Growth
IA Socially Responsible Investing
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ESG Quality
IA Socially Responsible Investing
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ESG Value
IA Socially Responsible Investing
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Energy
FTSE Russell
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Equity Rotation
Split Rock
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Equity Sector and Themes
Global X
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Ethical Leadership
IA Socially Responsible Investing
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Fair Labor & Thriving Communities
IA Socially Responsible Investing
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Financial Services
FTSE Russell
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Financial Tales
Sera Capital Management
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Focus Growth
Analytic Investment
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Freedland Healthcare
Sparrow Capital Management
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Fundamental Growth
Sparrow Capital Management
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Gender Equality
IA Socially Responsible Investing
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Global
Elite Wealth Management
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Global Downside Protected
Atlas Capital
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Global Growth and Income
Legg Mason
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Growth
IA Smart Beta
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Growth
State Street Global Advisors
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Guru Value
Veda Financial
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Health Care
FTSE Russell
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High Income
Cratus Capital LLC
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Industrials
FTSE Russell
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International Opportunities
Pearl Impact Capital
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Ivy 5 Downside Protected
Financial Freedom Management LLC
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LGBTQ Inclusion
IA Socially Responsible Investing
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Land Health
IA Socially Responsible Investing
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Long Term GARP
Y H & C Investments
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Long Term Value
Lakeland Wealth Management
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Mindful Business Models
IA Socially Responsible Investing
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Moderate
WisdomTree
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Moderate
State Street Global Advisors
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Moderately Aggressive
WisdomTree
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Net Payout Yields
Stone Fox Capital
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Ocean Life
IA Socially Responsible Investing
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PIP Dynamic Growth
Philadelphia Investment Partners
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Pure Water
IA Socially Responsible Investing
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Quality
IA Smart Beta
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Racial Equality
IA Socially Responsible Investing
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Real Estate
FTSE Russell
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Relative Value
Texas Elite Advisory
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Russell 1000 Dividend Growth
FTSE Russell
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Russell 3000 Dividend Growth
FTSE Russell
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Small Cap Broad Market
IA Smart Beta
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Small Cap Dividend
IA Smart Beta
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Small Cap Growth
Crabtree Asset Mgmt
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Small Cap Growth
IA Smart Beta
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Small Cap Quality
IA Smart Beta
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Small Cap Value
IA Smart Beta
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Sustainable Product Lifecycle
IA Socially Responsible Investing
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Tactical Adaptive
Stoken Asset Management
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Tactical ETF
Elite Wealth Management
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Technology
Crabtree Asset Mgmt
${portfolio.name}
Technology
FTSE Russell
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Telecommunications
FTSE Russell
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Thematic Disruptors
Global X
${portfolio.name}
Thematic Growth
Mott Capital Management, LLC
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Top 200
FTSE Russell
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US Equity All Cap Undervalued
Greenwich Wealth Management LLC
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Unconstrained
Sparrow Capital Management
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Undervalued Opportunities
Clearbrook Capital Advisors
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Utilities
FTSE Russell
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Value
IA Smart Beta
Edit practices to avoid
Select one or more practices to avoid
Animal testing
Business ethics controversies
Corporate political spending and lobbying
Energy intensive
Fossil fuels
Greenhouse emissions
Hazardous waste
High water usage
Tobacco, alcohol and gambling
Weapons and gun manufacturers
Impact of practices to avoid
30 Days
90 Days
365 Days
Average overlap
This portfolio has no practices to avoid overlap

What’s in a name?

In the industry, Socially Responsible Investing (SRI) is often used interchangeably with ESG investing, ethical investing, sustainable investing, green investing or impact investing. But it isn't always clear what this means for you or your investments.

We believe investors are catalysts for change in the behavior and the the companies they invest in. Our approach centers on investing in companies that operate businesses with socially desirable products and services as well as the incorporation of ESG factors into investment decision-making, thus incentivizing better practices from the companies.

We want to empower you to make more conscious investment decisions and we offer various easy, transparent and low cost ways for you to express your values.

Best for sustainable investing
On our awards
Investopedia concluded the rating on September 10, 2020, after evaluating more than 20 robo-advisor platforms. Investopedia’s proprietary evaluation system rates robo-advisors based on nine key categories and 51 variables. Each category covers the critical elements users need to thoroughly evaluate a robo-advisor. The rating was updated on October 5, 2020. Compensation has not been provided by or on behalf of Interactive Advisors. For more information about the rating, please visit here. For more information about the ranking methodology, please visit here. Rankings and recognition from Investopedia are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.

Important Information

By clicking one or more of the practices to avoid above, you acknowledge that you: (a) have read and understand this Important Information, (b) have opted to view hypothetical back-tested returns, and (c) understand the limitations and risks of relying on such hypothetical back-tested returns.

Past performance is no guarantee of future returns, and all investments involve the risk of loss, including loss of principal and a reduction in earnings.

As users actively remove specific securities from default portfolios on the platform by selecting one or more of the pre-defined practices to avoid developed by Interactive Advisors (“IA”), they should expect the performance of these modified portfolios to deviate from the default version of the portfolios in material ways.

The actual performance of the manager account displayed in the default version of the above chart is based on the performance of a third-party manager or IA account invested in the selected portfolio, calculated on a daily time-weighted basis, including cash, dividends and earnings distributions. This actual performance is presented “net of fees” and reflects the deduction of IA’s advisory fee, Interactive Brokers LLC brokerage and other commissions and expenses that a client has to pay if he invests in the portfolio. None of the performance information displayed in the above chart is based on the actual performance of any IA client account investing in a portfolio. The performance in an IA client account invested in a portfolio will differ (i.e., be lower or higher) from the Portfolio Manager’s account performance based on any trading restrictions imposed by the client (resulting in different account holdings), time of initial investment, amount of investment, frequency and size of cash flows in and out of the client account, applicable brokerage commissions, and different corporate actions. Clients investing in a portfolio may view the actual performance of their investment by logging into their Interactive Advisors account and reviewing their customized dashboard.

When a user selects one or more of the practices to avoid, the performance chart displays a plotted line representing the actual performance of an IA or third-party manager account alongside a second line representing this actual performance minus (i.e., leaving out) the performance of the stocks making up the practices to avoid chosen by the user. The hypothetical back-tested returns represented by the second plotted line are NOT actual returns based on actual trading of real client funds for any time periods. These hypothetical back-tested returns are not based on nor bear any relation to the actual performance of any IA client portfolio and are not indicative of actual past or future returns. IA does not make any representation that any client will or is likely to achieve returns similar to the hypothetical returns presented here and no client actually attained these hypothetical returns. These hypothetical back-tested returns reflect the deduction of advisory fees, brokerage or other commissions and other expenses that an IA client would have to pay if he invested in a portfolio.

The performance chart for the default portfolios or the practices to avoid modified portfolios is provided for informational and educational illustrative purposes only, and should not be used as the basis for making an investment decision.

These portfolios mainly invest in stocks and ETFs and may not be suitable for all investors.

Nothing on this page should be constructed as a solicitation or offer or recommendation to buy or sell any security or as an attempt to provide any investment advice. Investment advice is only provided to investors who become clients pursuant to an investment management agreement. Covestor Ltd is an investment advisor registered with the Securities and Exchange Commission, doing business as Interactive Advisors.

Detailed information on the risks, conflicts of interest, applicable brokerage commissions, fractional shares, and limitations on investments and divestments associated with these portfolios (along with Interactive Advisors’ full disclosures) is provided on the Forms and Agreements page. Additional information on the performance, composition and construction process for these portfolios may be found on each portfolio page.

Registration does not imply a certain level of skill or training. Brokerage services are provided to Interactive Advisors clients by affiliate Interactive Brokers LLC, an SEC-registered broker-dealer and member NYSE, FINRA and SIPC.