All That Glitters, Is Below The Fold

By: Neerja Caprihan

In a world riddled with suspicious technology controls and endless polarizing elements, trust is a quality that is as coveted as it is hard-earned. People, leaders, businesses and organizations have relied on the indisputable power of building trust and loyalty since the dawn of civilization. Equally though, a relationship that is built over a period of several years can be shaken by a single misunderstanding or a small error of judgment. And hence maintaining that trust and loyalty is a continuous process that requires multi-dimensional investments that go above and beyond.

Generations may come and go but the template remains the same. From schools to universities, from groups to governments, from companies to nations – all organized bodies and institutions require basic ethical principles to be in place to have any chance of connecting with their consumer base, building an iconic institution and eventually making a difference to society. A successful body will necessarily exhibit some or most of the following traits:

• Ethical leadership
• A vision of a larger purpose
• Focus and discipline in approach
• Transparency and trust
• Unity and co-operation
• Welfare of workers
• Quality of work

So how can you best go about investing in companies which align themselves with the above precepts, not just in principle but in action? Sometimes they are not on the front pages and you have to look longer, or harder, or smarter, to find them. We make that easier for you in simple ways by providing:

1. A diverse range of offerings on a single platform – there is something for everyone
2. An ability to specify exclusions. This ensures that stocks of companies that engage in practices which do not resonate with you are automatically excluded from your investments.
3. An exceptional range of SRI portfolios that focus on companies which consciously follow different ESG principles.

That way, you can rest assured that one, your money will only get channeled in causes you are passionate about, and two, you will be investing not just for yourself and your loved ones, but for the world as well.

DISCLOSURES:

Covestor Ltd, also known and doing business as Interactive Advisors, is an Interactive Brokers Group Company. It is an investment advisor registered with and regulated by the Securities and Exchange Commission under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. Interactive Advisors is not registered in any jurisdiction outside the United States. This website is for informational purposes only and is not intended to be a solicitation or advertisement in any jurisdiction other than the United States. See important Terms of Use and our Privacy Policy Notice on our Forms and Agreements page.

Nothing in this article 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. 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.

The ESG variants of the Socially Responsible Investing portfolios use an Environmental, Social and Governance (“ESG”) investment strategy. Such a strategy could limit the types and number of investment opportunities available to this portfolio, lead the portfolio to underperform a portfolio without an ESG focus or with a distinct ESG focus, and result in the portfolio investing in securities or industry sectors that underperform the market as a whole or foregoing opportunities to invest in securities that might otherwise be advantageous to invest in. Interactive Advisors could also be unsuccessful in creating a portfolio investing in stocks of companies or ETFs made up of companies that exhibit positive or favorable ESG characteristics and the ETF manager (or the provider of the index the ETF seeks to track) may not succeed in selecting issuers that exhibit positive or favorable ESG characteristics in constructing the ETFs.

The content of this page is offered for informational purposes only, does not constitute investment advice, and is not an offer to buy or sell any security or invest in any of our portfolios.

Past performance is no guarantee of future results, nor is it indicative of future performance. All investments in financial markets involve risk, including the risk of loss, such as a loss of principal and reduction in earnings.