Socially responsible investing
Express your values, incorporate environmental, social and governance (ESG) factors and make an impact using Interactive Advisors socially responsible features.

Help us make investing easy, transparent, low cost, and better for the world.

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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...

...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 Energy
IA Socially Responsible Investing
The Clean Energy Portfolio is designed to invest in US companies that are leading the transition from fossil fuels to clean energy. These companies make use of alternative energy sources, as well as efficient, renewable and clean technologies for power generation and transmission.
Minimum investment
$100
Management fee
0.11%
  • Good environmental score
  • Clean energy
  • Socially responsible investing
IA Socially Responsible Investing Profile Picture
Clean Technology
IA Socially Responsible Investing
The Clean Technology portfolio is designed to invest in US companies that develop products that directly or indirectly reduce harmful environmental impact. These products and technologies help increase energy efficiency, reduce water and energy usage, and improve the quality of air and water.
Minimum investment
$100
Management fee
0.11%
  • Good environmental score
  • Clean technology
  • Socially responsible investing
IA Socially Responsible Investing Profile Picture
Low Greenhouse Emissions
IA Socially Responsible Investing
The Low Greenhouse Emissions Portfolio is designed to invest in US companies that have low direct and indirect greenhouse emissions. These companies are committed to further reducing emissions and aim to have a low carbon footprint.
Minimum investment
$100
Management fee
0.11%
  • Good environmental score
  • Low greenhouse emissions
  • Socially responsible investing

...fair labor and ethical behavior?

Invest in companies that promote safe working conditions, diversity and have strong ethical track record.

IA Socially Responsible Investing Profile Picture
Fair Labor
IA Socially Responsible Investing
The Fair Labor Portfolio is designed to invest in US companies with processes and policies in place against abusive labor practices. These companies have not been involved in any wages and working conditions controversies recently. They also have processes in place to monitor breaches in their su...
Minimum investment
$100
Management fee
0.11%
  • Good social score
  • Fair labor
  • Socially responsible investing
IA Socially Responsible Investing Profile Picture
Good Business Ethics
IA Socially Responsible Investing
The Good Business Ethics Portfolio is designed to invest in US companies with a reputation for honest dealing, ethical behavior and integrity as well as a code of ethics to set standards of behavior across the workforce.
Minimum investment
$100
Management fee
0.11%
  • Good social score
  • Good business ethics
  • Socially responsible investing
IA Socially Responsible Investing Profile Picture
Workforce Diversity
IA Socially Responsible Investing
The Workforce Diversity Portfolio is designed to invest in US companies paving the way for diversity and equality in the workplace.
Minimum investment
$100
Management fee
0.11%
  • Good social score
  • Workforce diversity
  • Socially responsible investing

...Smart Beta portfolios with a social edge?

Invest in companies that are good for the world at large while at the same time good for your own investment portfolio.

IA Socially Responsible Investing Profile Picture
ESG Broad Market
IA Socially Responsible Investing
0.4%
365 days
Sharpe ratio: 0.01
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap stocks
IA Socially Responsible Investing Profile Picture
ESG Dividend
IA Socially Responsible Investing
The ESG Dividend portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap high dividend stocks within the US equity market.
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap dividend stocks
IA Socially Responsible Investing Profile Picture
ESG Growth
IA Socially Responsible Investing
The ESG Growth portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap growth stocks within the US equity market.
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap growth stocks
IA Socially Responsible Investing Profile Picture
ESG Quality
IA Socially Responsible Investing
The ESG Quality portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap quality stocks within the US equity market.
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap quality stocks
IA Socially Responsible Investing Profile Picture
ESG Value
IA Socially Responsible Investing
The ESG Value portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap value stocks within the US equity market.
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap value stocks

How can I avoid companies that do not share my values?

Select from various exclusion groups to avoid companies that you feel do not share your values or add single stock exclusions which automatically apply to all your investments. We ensure that detailed business classification and Environmental Social and Governance (ESG) metrics are used in the exclusion group construction process. Each exclusion group typically comprises 25 stocks and is reviewed annually.

Exclusion groups

Click on the icons to learn more.

Animal testingBusiness ethics controversiesCorporate political spending and lobbyingEnergy intensiveFossil fuelsGreenhouse emissionsHazardous wasteHigh water usageTobacco, alcohol and gamblingWeapons and gun manufacturers
Animal testing

Animal testing

Companies selling personal & household products & services that test cosmetic products on animals.

Business ethics controversies

Business ethics controversies

Companies with the most controversies relating to ethics, politics, or corruption, as published in the media.

Corporate political spending and lobbying

Corporate political spending and lobbying

Companies with the highest amount of political donations and those that spend the most on lobbying, relative to size.

Energy intensive

Energy intensive

Companies with the highest total energy usage.

Fossil fuels

Fossil fuels

Companies that operate in the coal industry and/or are the largest producers of oil.

Greenhouse emissions

Greenhouse emissions

Companies with the highest reported direct and indirect C02 emissions.

Hazardous waste

Hazardous waste

Companies responsible for creating the highest hazardous waste.

High water usage

High water usage

Companies with the highest levels of water withdrawals.

Tobacco, alcohol and gambling

Tobacco, alcohol and gambling

Companies deriving revenue from sales of tobacco, alcohol and gambling activities.

Weapons and gun manufacturers

Weapons and gun manufacturers

Companies deriving revenue from sales of military equipment and weapons.

Understanding the cost of your choices

  • Many of our portfolios have an overlap with the exclusion groups we provide.
  • Excluding stocks from your portfolio affects its performance.
  • The returns for the portfolio excluding selected exclusion groups are computed using the portfolio and exclusion group stock returns during the period.

Use the tool below to see how choosing exclusion groups impacts each of those portfolios. Please see the Important information below to review important disclosures on the risks and limitations of relying on hypothetical returns.

Choose a portfolio
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Aggressive
WisdomTree
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Broad Market
IA Smart Beta
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China Sector
Global X
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Clean Energy
IA Socially Responsible Investing
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Clean Technology
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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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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Fair Labor
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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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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Good Business Ethics
IA Socially Responsible Investing
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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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High Quality Small Cap
Capstone Global Investments
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Ivy 5 Downside Protected
Financial Freedom Management LLC
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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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Low Greenhouse Emissions
IA Socially Responsible Investing
${portfolio.name}
Materials and Processing
FTSE Russell
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Mid Cap
Thomson, Horstmann & Bryant Inc.
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Moderate
State Street Global Advisors
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Moderate
WisdomTree
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Moderately Aggressive
WisdomTree
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NAREIT All Equity REITs
FTSE Russell
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Net Payout Yields
Stone Fox Capital
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PIP Dynamic Growth
Philadelphia Investment Partners
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Producer Durables
FTSE Russell
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Quality
IA Smart Beta
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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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Strategic Growth Allocation
Sizemore Capital
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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
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Technology
FTSE Russell
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Thematic Disruptors
Global X
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Thematic Growth
Mott Capital Management, LLC
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Top 200
FTSE Russell
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Top ESG Picks
Williams Market Analytics
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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
${portfolio.name}
Workforce Diversity
IA Socially Responsible Investing
+ Edit exclusion groups
Choose one or more exclusion groups
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 exclusion groups
30 Days
90 Days
365 Days
Average overlap
This portfolio has no exclusion group 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 socially responsible investing
Important Information
  1. By clicking one or more of the exclusion lists 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.
  2. 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.
  3. As users actively remove specific securities from default portfolios on the platform by selecting one or more of the pre-defined exclusion lists 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.
  4. 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.
  5. When a user selects one or more of the exclusion lists, 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 exclusion list 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.
  6. The performance chart for the default portfolios or the exclusion list-modified portfolios is provided for informational and educational illustrative purposes only, and should not be used as the basis for making an investment decision.
  7. These portfolios mainly invest in stocks and ETFs and may not be suitable for all investors.
  8. 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.
  9. 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.
  10. 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.