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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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

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

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

    Interactive Advisors Socially Responsible Investing Profile Picture
    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
    Interactive Advisors Socially Responsible Investing Profile Picture
    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
    Interactive Advisors Socially Responsible Investing Profile Picture
    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

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

    Interactive Advisors Socially Responsible Investing Profile Picture
    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
    Interactive Advisors Socially Responsible Investing Profile Picture
    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
    Interactive Advisors Socially Responsible Investing Profile Picture
    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

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

    Interactive Advisors Socially Responsible Investing Profile Picture
    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
    7.1%
    90 days
    $1,000
    Minimum investment
    0.11%
    Management fee
    good ESG scores, large and mid cap growth stocks
    Interactive Advisors Socially Responsible Investing Profile Picture
    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
    7.2%
    90 days
    $1,000
    Minimum investment
    0.11%
    Management fee
    good ESG scores, large and mid cap stocks
    Interactive Advisors Socially Responsible Investing Profile Picture
    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
    3.4%
    90 days
    $1,000
    Minimum investment
    0.11%
    Management fee
    good ESG scores, large and mid cap value stocks
    Interactive Advisors Socially Responsible Investing Profile Picture
    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
    6.0%
    90 days
    $1,000
    Minimum investment
    0.11%
    Management fee
    good ESG scores, large and mid cap quality stocks
    Interactive Advisors Socially Responsible Investing Profile Picture
    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
    3.5%
    90 days
    $1,000
    Minimum investment
    0.11%
    Management fee
    good ESG scores, large and mid cap dividend stocks

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

Select from various stock blacklists which automatically apply to all your investments. We ensure that detailed business classification and Environmental Social and Governance (ESG) metrics are used in the blacklist construction process. Each blacklist typically comprises 25 stocks and is reviewed annually.

Blacklist options

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.

The cost of your choices

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

Use the tool below to see how choosing blacklists 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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Broad Market Portfolio
Interactive Advisors Smart Beta
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China Sector
Global X
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Clean Energy
Interactive Advisors Socially Responsible Investing
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Clean Technology
Interactive Advisors Socially Responsible Investing
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Concentrated GARP
Y H & C Investments
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Core Equity
Vista IM
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Core Holding
Vista IM
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Crabtree Small Cap Growth
Crabtree Asset Mgmt
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Crabtree Technology
Crabtree Asset Mgmt
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Dividend Growth
Sizemore Capital
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Dividend Portfolio
Interactive Advisors Smart Beta
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ESG Broad Market Portfolio
Interactive Advisors Socially Responsible Investing
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ESG Dividend Portfolio
Interactive Advisors Socially Responsible Investing
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ESG Growth Portfolio
Interactive Advisors Socially Responsible Investing
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ESG Quality Portfolio
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ESG Value Portfolio
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Elite Global Strategy
Elite Wealth Management
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Elite Relative Value Strategy
Texas Elite Advisory
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Equity Rotation Strategy
Split Rock
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FTSE NAREIT All Equity REITs
FTSE Russell
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Fair Labor
Interactive Advisors Socially Responsible Investing
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Financial Tales Portfolio
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 Downside Protected
Atlas Capital
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Global Growth and Income
Legg Mason
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Good Business Ethics
Interactive Advisors Socially Responsible Investing
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Growth Portfolio
Interactive Advisors Smart Beta
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Guru Value Strategy
Veda Financial
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High Income Strategy
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
Interactive Advisors Socially Responsible Investing
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MergerArb
Atlas Capital
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Net Payout Yields
Stone Fox Capital
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PIP Dynamic Growth
Philadelphia Investment Partners
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Quality Portfolio
Interactive Advisors Smart Beta
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Russell 1000 Consumer Discretionary
FTSE Russell
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Russell 1000 Consumer Staples
FTSE Russell
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Russell 1000 Dividend Growth
FTSE Russell
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Russell 1000 Energy
FTSE Russell
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Russell 1000 Financial Services
FTSE Russell
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Russell 1000 Health Care
FTSE Russell
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Russell 1000 Materials and Processing
FTSE Russell
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Russell 1000 Producer Durables
FTSE Russell
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Russell 1000 Technology
FTSE Russell
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Russell 1000 Utilities
FTSE Russell
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Russell 3000 Dividend Growth
FTSE Russell
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Russell Top 200
FTSE Russell
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SSGA Growth
State Street Global Advisors
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SSGA Moderate
State Street Global Advisors
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Small Cap Broad Market Portfolio
Interactive Advisors Smart Beta
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Small Cap Dividend Portfolio
Interactive Advisors Smart Beta
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Small Cap Growth Portfolio
Interactive Advisors Smart Beta
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Small Cap Quality Portfolio
Interactive Advisors Smart Beta
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Small Cap Value Portfolio
Interactive Advisors Smart Beta
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Sparrow Unconstrained Strategy
Sparrow Capital Management
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Stoken Tactical Adaptive Strategy
Stoken Asset Management
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Strategic Growth Allocation
Sizemore Capital
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THB Mid Cap
Thomson, Horstmann & Bryant Inc.
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Tactical Long Short
Elite Wealth Management
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Thematic Disruptors
Global X
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Thematic Growth
Mott Capital Management, LLC
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US Equity All Cap Undervalued
Greenwich Wealth Management LLC
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Undervalued Opportunities
Clearbrook Capital Advisors
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Value Portfolio
Interactive Advisors Smart Beta
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WMA Top Picks
Williams Market Analytics
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WisdomTree Aggressive
WisdomTree
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WisdomTree Moderately Aggressive with Alts
WisdomTree
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Workforce Diversity
Interactive Advisors Socially Responsible Investing
+ Edit blacklist options
Choose one or more blacklists
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 blacklists
30 Days
90 Days
365 Days
Average overlap
This portfolio has no blacklist overlap

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December 04, 2019
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.