Explore SRI themes
How can I exclude companies that engage in practices I want to avoid?
Your preferences matter. Select from the various 'practices to avoid' below to exclude the stocks of companies that do not share your values or add single stock exclusions. They will apply to all your investments automatically. We have rigorous processes to manage the stocks in each of the practices to avoid and the investments that overlap with them.
Customization
One size does not fit all. Our technology ensures that your investments reflect your choices. Select practices to avoid to create customized portfolios uniquely suited to you. For example, build your own custom index by selecting your practices to avoid and investing in one of our index-like portfolios such as our Broad Market or Russell Technology portfolios.
Practices to avoid
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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.
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.
