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.
Make an impact
Interactive Advisors offers various easy, transparent and low cost ways for you to express your 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 portfolio I care about?
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
Fair labor and ethical behavior?
Invest in companies that promote safe working conditions, diversity and have strong ethical track record
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
ESG Growth Portfolio
Managed by Interactive Advisors 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.
Performance
Cost
Keywords
-
Sharpe ratio
3.5%
90 days
$1,000
Minimum investment
0.11%
Management fee
good ESG scores, large and mid cap growth stocks
ESG Broad Market Portfolio
Managed by Interactive Advisors Socially Responsible Investing
The 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.
Performance
Cost
Keywords
-
Sharpe ratio
5.1%
90 days
$1,000
Minimum investment
0.11%
Management fee
good ESG scores, large and mid cap stocks
ESG Value Portfolio
Managed by Interactive Advisors 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.
Performance
Cost
Keywords
-
Sharpe ratio
7.9%
90 days
$1,000
Minimum investment
0.11%
Management fee
good ESG scores, large and mid cap value stocks
ESG Quality Portfolio
Managed by Interactive Advisors 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.
Performance
Cost
Keywords
-
Sharpe ratio
3.7%
90 days
$1,000
Minimum investment
0.11%
Management fee
good ESG scores, large and mid cap quality stocks
Clean Energy
Managed by Interactive Advisors 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.
Performance
Cost
Keywords
-
Sharpe ratio
-%
90 days
$1,000
Minimum investment
0.11%
Management fee
good environmental score, clean energy, socially responsible investing
Low Greenhouse Emissions
Managed by Interactive Advisors 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.
Performance
Cost
Keywords
-
Sharpe ratio
-%
90 days
$1,000
Minimum investment
0.11%
Management fee
good environmental score, low greenhouse emissions, socially responsible investing
Good Business Ethics
Managed by Interactive Advisors 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.
Performance
Cost
Keywords
-
Sharpe ratio
-%
90 days
$1,000
Minimum investment
0.11%
Management fee
good social score, good business ethics, socially responsible investing
ESG Dividend Portfolio
Managed by Interactive Advisors 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.
Performance
Cost
Keywords
-
Sharpe ratio
6.3%
90 days
$1,000
Minimum investment
0.11%
Management fee
good ESG scores, large and mid cap dividend stocks
Workforce Diversity
Managed by Interactive Advisors Socially Responsible Investing
The Workforce Diversity Portfolio is designed to invest in US companies paving the way for diversity and equality in the workplace.
Performance
Cost
Keywords
-
Sharpe ratio
-%
90 days
$1,000
Minimum investment
0.11%
Management fee
good social score, workforce diversity, socially responsible investing
Fair Labor
Managed by Interactive Advisors 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...
Performance
Cost
Keywords
-
Sharpe ratio
-%
90 days
$1,000
Minimum investment
0.11%
Management fee
good social score, fair labor, socially responsible investing
Clean Technology
Managed by Interactive Advisors 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.
Performance
Cost
Keywords
-
Sharpe ratio
-%
90 days
$1,000
Minimum investment
0.11%
Management fee
good environmental score, clean technology, socially responsible investing
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Important information
- These portfolios mainly invest in stocks and ETFs and may not be suitable for all investors.
- Nothing on this page should be construed 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 (“Interactive Advisors”).
- Past performance is no guarantee of future results, and all investments, including those in this portfolio, involve the risk of loss, including loss of principal and a reduction in earnings.
- 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.