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.
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.
Clean Air
IA Socially Responsible Investing
The Clean Air Portfolio is designed to invest in environmentally-conscious companies that are committed to reducing emissions, manage the sustainability of their energy consumption, and aim to have a low-carbon footprint.
Minimum investment
$100
Management fee
0.11%
- Reduce emissions
- Sustainable energy consumption
- Low carbon footprint
Learn more
Land Health
IA Socially Responsible Investing
The Land Health Portfolio is designed to invest in companies that pay attention to harmful land waste as a byproduct of their activities and take into consideration the safe treatment, storage, and disposal of solid waste while observing local and universal regulations. In constructing this portf...
Minimum investment
$100
Management fee
0.11%
- Reduce harmful land waste
- Safe treatment and disposal
Learn more
Ocean Life
IA Socially Responsible Investing
The Ocean Life Portfolio is designed to invest in companies that manage their water use and place value on ocean and marine life. We include in this portfolio companies that have waste management and recycling initiatives and controls and systems in place to avoid significant disasters that can i...
Minimum investment
$100
Management fee
0.11%
- Manage water use
- Value marine life
Learn more
Pure Water
IA Socially Responsible Investing
The Pure Water Portfolio is designed to invest in companies that manage their water use and avoid contamination and toxic waste. We include in this portfolio companies that care about the management of wastewater treatment and discharge, their impact on ecosystems and the health and safety of the...
Minimum investment
$100
Management fee
0.11%
- Manage water use
- Avoid contamination
Learn more
Sustainable Product Lifecycle
IA Socially Responsible Investing
The Sustainable Product Lifecycle Portfolio is designed to invest in companies that consider the design, quality, and safety of products and services, focusing on the entire supply chain and the materials used in manufacturing products. This portfolio also attempts to capture the value companies ...
Minimum investment
$100
Management fee
0.11%
- Design for quality and safety
- Materials in manufacturing
- Entire supply chain
Learn more
...social justice?
Invest in companies with social justice goals.
Fair Labor & Thriving Communities
IA Socially Responsible Investing
The Fair Labor & Thriving Communities Portfolio is designed to invest in companies that care about the societies where they operate as well as maintain diverse and equal opportunities, and development opportunities for their workforce. We include in this portfolio companies that care about uphold...
Minimum investment
$100
Management fee
0.11%
- Societal care
- Diverse and equal opportunities
- Workforce development
Learn more
Gender Equality
IA Socially Responsible Investing
The Gender Equality Portfolio is designed to invest in companies that maintain diverse and equal opportunities, and development opportunities for their workforce. We include in this portfolio companies trying to achieve gender parity by encouraging equal pay, active recruiting, promotion of women...
Minimum investment
$100
Management fee
0.11%
- Gender parity
- Recruiting and promotion of women
- Tailored benefits and mentorship
Learn more
LGBTQ Inclusion
IA Socially Responsible Investing
The LGBTQ Portfolio is designed to invest in companies that maintain diverse and equal opportunities, and development opportunities for their LGBTQ workforce. We include in this portfolio companies that focus on culture and hiring and promotion practices that embrace the building of a diverse and...
Minimum investment
$100
Management fee
0.11%
- Diverse and equal opportunities
- LGBTQ focus
Learn more
Racial Equality
IA Socially Responsible Investing
The Racial Equality Portfolio is designed to invest in companies that maintain diverse and equal opportunities, and development opportunities for their workforce. We include in this portfolio companies that practice equal hiring and provide employment opportunities to persons of all races, regard...
Minimum investment
$100
Management fee
0.11%
- Diverse and equal opportunities
- Recruiting and promotion of all ethnicities
Learn more
...responsible management?
Invest in companies with ethical leadership and sound governance.
Company Transparency
IA Socially Responsible Investing
The Company Transparency Portfolio is designed to invest in companies that make an effort to protect their customers. We include in this portfolio companies that care about customer welfare and data security, and follow best practices regarding product safety, quality and product labeling.
Minimum investment
$100
Management fee
0.11%
- Protect customers
- Product safety and labelling
- Customer data security
Learn more
Customer Safety
IA Socially Responsible Investing
The Customer Safety Portfolio is designed to invest in companies that care about customer privacy and safety, product access and affordability, product quality and safety, and follow good selling practices. Failure on the part of a company to address these factors may lead to misuse of personal d...
Minimum investment
$100
Management fee
0.11%
- Customer privacy and safety
- Product access and safety
- Good selling practices
Learn more
Ethical Leadership
IA Socially Responsible Investing
The Ethical Leadership Portfolio is designed to invest in companies that follow best-practice corporate governance, competitive behavior, and risk management principles, and provide equal treatment of stakeholders. We include in this portfolio companies that demonstrate management’s ability to in...
Minimum investment
$100
Management fee
0.11%
- Good corporate governance
- Resolve conflicts well
- Avoid collusion and fraud
Learn more
Mindful Business Models
IA Socially Responsible Investing
The Mindful Business Portfolio is designed to invest in companies that display business model resilience and incorporate ESG elements into long-term planning. We include in this portfolio companies that are working towards the transition to low-carbon and climate-friendly economies and where mana...
Minimum investment
$100
Management fee
0.11%
- Proactive ESG
- Towards low carbon
- Towards climate friendly
Learn more
...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 Broad Market
IA Socially Responsible Investing
14.3%
365 days
Sharpe ratio: 0.40
Minimum investment
$100
Management fee
0.11%
- Good ESG scores
- Large and mid cap stocks
Learn more
ESG Dividend
IA Socially Responsible Investing
2.5%
365 days
Sharpe ratio: 0.06
Minimum investment
$100
Management fee
0.11%
- Good ESG scores
- Large and mid cap dividend stocks
Learn more
ESG Growth
IA Socially Responsible Investing
7.4%
365 days
Sharpe ratio: 0.21
Minimum investment
$100
Management fee
0.11%
- Good ESG scores
- Large and mid cap growth stocks
Learn more
ESG Quality
IA Socially Responsible Investing
9.8%
365 days
Sharpe ratio: 0.28
Minimum investment
$100
Management fee
0.11%
- Good ESG scores
- Large and mid cap quality stocks
Learn more
ESG Value
IA Socially Responsible Investing
2.2%
365 days
Sharpe ratio: 0.05
Minimum investment
$100
Management fee
0.11%
- Good ESG scores
- Large and mid cap value stocks
Learn more
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 testing
Companies selling personal and household products and services that are tested on animals.
Business ethics controversies
Companies associated with the highest number of ethical, political and corruption-related controversies, as reported in the media.
Corporate political spending and lobbying
Companies that donate the most in support of political parties/candidates and spend the most on lobbying, relative to size.
Energy intensive
Companies with the highest total energy usage.
Fossil fuels
Companies that operate in the coal industry and /or are among the largest producers of oil.
Greenhouse emissions
Companies with the highest reported direct and indirect CO2 emissions.
Hazardous waste
Companies responsible for creating the largest volume of hazardous waste.
High water usage
Companies with the highest levels of water withdrawals.
Tobacco, alcohol and gambling
Companies that derive revenue from the sale of tobacco and alcohol or from gambling activities.
Weapons and gun manufacturers
Companies that derive revenue from the sale 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.
- Where possible we reinvest the freed up cash in the rest of the portfolio.
- 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
Adaptive Asset Allocation
Sizemore Capital
Aggressive
WisdomTree
Basic Materials
FTSE Russell
Broad Market
IA Smart Beta
China Sector
Global X
Clean Air
IA Socially Responsible Investing
Company Transparency
IA Socially Responsible Investing
Concentrated GARP
Y H & C Investments
Conservative
WisdomTree
Consumer Discretionary
FTSE Russell
Consumer Staples
FTSE Russell
Customer Safety
IA Socially Responsible Investing
Dividend
IA Smart Beta
Dividend Growth
Sizemore Capital
ESG Broad Market
IA Socially Responsible Investing
ESG Dividend
IA Socially Responsible Investing
ESG Growth
IA Socially Responsible Investing
ESG Quality
IA Socially Responsible Investing
ESG Value
IA Socially Responsible Investing
Energy
FTSE Russell
Equity Rotation
Split Rock
Ethical Leadership
IA Socially Responsible Investing
Fair Labor & Thriving Communities
IA Socially Responsible Investing
Financial Services
FTSE Russell
Financial Tales
Sera Capital Management
Focus Growth
Analytic Investment
Freedland Healthcare
Sparrow Capital Management
Fundamental Growth
Sparrow Capital Management
Gender Equality
IA Socially Responsible Investing
Global
Elite Wealth Management
Global Downside Protected
Atlas Capital
Global Growth and Income
Legg Mason
Growth
IA Smart Beta
Growth
State Street Global Advisors
Guru Value
Veda Financial
Health Care
FTSE Russell
High Income
Cratus Capital LLC
Industrials
FTSE Russell
Ivy 5 Downside Protected
Financial Freedom Management LLC
LGBTQ Inclusion
IA Socially Responsible Investing
Land Health
IA Socially Responsible Investing
Long Term GARP
Y H & C Investments
Long Term Value
Lakeland Wealth Management
Mid Cap
Thomson, Horstmann & Bryant Inc.
Mindful Business Models
IA Socially Responsible Investing
Moderate
WisdomTree
Moderate
State Street Global Advisors
Moderately Aggressive
WisdomTree
Net Payout Yields
Stone Fox Capital
Ocean Life
IA Socially Responsible Investing
PIP Dynamic Growth
Philadelphia Investment Partners
Pure Water
IA Socially Responsible Investing
Quality
IA Smart Beta
Racial Equality
IA Socially Responsible Investing
Real Estate
FTSE Russell
Relative Value
Texas Elite Advisory
Russell 1000 Dividend Growth
FTSE Russell
Russell 3000 Dividend Growth
FTSE Russell
Small Cap Broad Market
IA Smart Beta
Small Cap Dividend
IA Smart Beta
Small Cap Growth
Crabtree Asset Mgmt
Small Cap Growth
IA Smart Beta
Small Cap Quality
IA Smart Beta
Small Cap Value
IA Smart Beta
Sustainable Product Lifecycle
IA Socially Responsible Investing
Tactical Adaptive
Stoken Asset Management
Tactical ETF
Elite Wealth Management
Technology
Crabtree Asset Mgmt
Technology
FTSE Russell
Telecommunications
FTSE Russell
Thematic Disruptors
Global X
Thematic Growth
Mott Capital Management, LLC
Top 200
FTSE Russell
Top ESG Picks
Williams Market Analytics
US Equity All Cap Undervalued
Greenwich Wealth Management LLC
Unconstrained
Sparrow Capital Management
Undervalued Opportunities
Clearbrook Capital Advisors
Utilities
FTSE Russell
Value
IA Smart Beta
Choose one or more exclusion groups
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.
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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.
- 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.
- 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.