Socially responsible investing
Express your values, incorporate environmental, social and governance (ESG) factors and make an
impact using Interactive Advisors socially responsible features.
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Help us make investing easy, transparent, low cost, and better for the world.
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 impact of 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.
How can I invest in companies that share my values?
How can I invest in an SRI version of the portfolio you create for me?
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.
How do I pick a SRI portfolio?
Choose a theme below to see the SRI portfolios
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Invest in companies that focus on reducing greenhouse gas emissions, building energy efficient products, reducing energy footprint, using alternative energy sources and conserving water
Clean EnergyManaged by Interactive Advisors Socially Responsible InvestingThe 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.PerformanceCostKeywords-Sharpe ratio-%90 days$1,000Minimum investment0.11%Management feegood environmental score, clean energy, socially responsible investing
Low Greenhouse EmissionsManaged by Interactive Advisors Socially Responsible InvestingThe 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.PerformanceCostKeywords-Sharpe ratio-%90 days$1,000Minimum investment0.11%Management feegood environmental score, low greenhouse emissions, socially responsible investing
Clean TechnologyManaged by Interactive Advisors Socially Responsible InvestingThe 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.PerformanceCostKeywords-Sharpe ratio-%90 days$1,000Minimum investment0.11%Management feegood environmental score, clean technology, socially responsible investing -
Invest in companies that promote safe working conditions, diversity and have strong ethical track record
Good Business EthicsManaged by Interactive Advisors Socially Responsible InvestingThe 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.PerformanceCostKeywords-Sharpe ratio-%90 days$1,000Minimum investment0.11%Management feegood social score, good business ethics, socially responsible investing
Workforce DiversityManaged by Interactive Advisors Socially Responsible InvestingThe Workforce Diversity Portfolio is designed to invest in US companies paving the way for diversity and equality in the workplace.PerformanceCostKeywords-Sharpe ratio-%90 days$1,000Minimum investment0.11%Management feegood social score, workforce diversity, socially responsible investing
Fair LaborManaged by Interactive Advisors Socially Responsible InvestingThe 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...PerformanceCostKeywords-Sharpe ratio-%90 days$1,000Minimum investment0.11%Management feegood social score, fair labor, socially responsible investing -
Invest in companies that are good for the world at large while at the same time good for your own investment portfolio
ESG Growth PortfolioManaged by Interactive Advisors Socially Responsible InvestingThe 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.PerformanceCostKeywords-Sharpe ratio9.4%90 days$1,000Minimum investment0.11%Management feegood ESG scores, large and mid cap growth stocks
ESG Broad Market PortfolioManaged by Interactive Advisors Socially Responsible InvestingThe ESG Broad Market 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 stocks within the US equity market.PerformanceCostKeywords-Sharpe ratio9.2%90 days$1,000Minimum investment0.11%Management feegood ESG scores, large and mid cap stocks
ESG Value PortfolioManaged by Interactive Advisors Socially Responsible InvestingThe 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.PerformanceCostKeywords-Sharpe ratio6.8%90 days$1,000Minimum investment0.11%Management feegood ESG scores, large and mid cap value stocks
ESG Quality PortfolioManaged by Interactive Advisors Socially Responsible InvestingThe 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.PerformanceCostKeywords-Sharpe ratio7.1%90 days$1,000Minimum investment0.11%Management feegood ESG scores, large and mid cap quality stocks
ESG Dividend PortfolioManaged by Interactive Advisors Socially Responsible InvestingThe 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.PerformanceCostKeywords-Sharpe ratio6.7%90 days$1,000Minimum investment0.11%Management feegood ESG scores, large and mid cap dividend stocks
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Important Information
- 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.
- 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 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.
- 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 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.
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- These portfolios mainly invest in stocks and ETFs and may not be suitable for all investors.
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