Help us make investing easy, transparent, low cost, and better for the world.
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.
Invest in companies that focus on reducing greenhouse gas emissions, building energy efficient products, reducing energy footprint, using alternative energy sources and conserving water.
Invest in companies with social justice goals.
Invest in companies with ethical leadership and sound governance.
Invest in companies that are good for the world at large while at the same time good for your own investment portfolio.
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.
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Companies selling personal and household products and services that are tested on animals.
Companies associated with the highest number of ethical, political and corruption-related controversies, as reported in the media.
Companies that donate the most in support of political parties/candidates and spend the most on lobbying, relative to size.
Companies with the highest total energy usage.
Companies that operate in the coal industry and /or are among the largest producers of oil.
Companies with the highest reported direct and indirect CO2 emissions.
Companies responsible for creating the largest volume of hazardous waste.
Companies with the highest levels of water withdrawals.
Companies that derive revenue from the sale of tobacco and alcohol or from gambling activities.
Companies that derive revenue from the sale of military equipment and weapons.
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.
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.