In 2018, we introduced Refinitiv Environmental, Social and Corporate Governance (ESG) metrics to provide transparency into the non-financial effects of a company's policy, and recently enhanced our ESG offering to notify you when companies engage in activities counter to your values.
In 2019, Interactive Advisors, which was named "Best for Socially Responsible Investing" in 2020 by Investopedia, launched Socially Responsible Investment Portfolios and now offers 18 ready-made portfolios. Interactive Advisors also lets clients select from exclusion groups to avoid companies that do not align with their values and micro-customize their portfolios with single-stock exclusions.
In 2020, we are introducing the Impact Dashboard to help clients evaluate and invest in companies that align with their values. The Impact Dashboard allows investors to select their personal investment criteria from 13 impact values and principles, including:
Clients can also exclude investments based on 10 categories:
Use the Impact Dashboard to evaluate and adjust your portfolio to invest in companies whose responsible world view coincides with your own. Choose the impact goals and principles that are most important to you and then let the Impact Dashboard analyze and grade your portfolio on how your positions align with your principles. The dashboard even shows how each individual investment is helping or hurting your goal of responsible investing. By viewing companies through an "impact lens" of your design, you can clearly see whether their socially responsible goals and principles line up with yours.
The Impact Dashboard is available in Trader Workstation (TWS), IBKR Mobile and Client Portal.
Interactive Advisors' Goal Tracker projects the hypothetical performance of your portfolio and monitors how likely you are to achieve your goals. You can adjust your inputs – such as monthly contribution amount, goal target date, the cost or outflow associated with the goal – and see how the likelihood of achieving your goals changes.
Why Run Simulations?
The future is unpredictable. Markets are volatile and future portfolio value can vary significantly, which is why it is important to consider several different return paths that your portfolio can take. Some paths will result in performance that exceeds expectations, while other paths may result in performance that disappoints. Goal Tracker uses a commonly used statistical simulation technique called Monte Carlo to simulate a range of paths for portfolio performance, based on long-term return estimates and annual volatility around those estimates.
Goal Tracker is a free tool for Interactive Advisors clients. If you would like to create an Interactive Advisors account to use Goal Tracker or invest in any of the 80+ portfolios it offers, simply log in to Client Portal and access the Interactive Advisors menu item.
Past performance is no guarantee of future results, and all investments, including those in Interactive Advisors portfolios, involve the risk of loss, including loss of principal and a reduction in earnings.
Goal Tracker's estimates and projections are hypothetical in nature, do not reflect actual investment results for a client's account, the account of any other Interactive Advisors client, or the realized returns of any of the portfolios, and are not guarantees of future results. There is no guarantee that clients will reach their goal(s), and assumptions not used in this tool and other market developments can affect the probability of reaching goal(s) set. The tool's estimates and projections are provided for informational, educational and illustrative purposes and are not intended to constitute and should not be relied on as a full financial plan, comprehensive financial planning, legal or tax advice.
Interactive Advisors is currently licensed to offer investment services to US residents only. This communication and Interactive Advisors' website are NOT intended to be a solicitation or advertisement in any jurisdiction other than the United States. Interactive Advisors does not provide tax advice, does not make representations regarding the tax consequences of any portfolio investments and cannot assist clients with tax filings. Clients investing in Interactive Advisors portfolios should consult with their tax professional about the tax consequences of investing in Interactive Advisors portfolios.
All brokerage transactions in Interactive Advisors client accounts are made through IB LLC. Interactive Advisors will charge AUM-based fees on client investments in any of its portfolios, which are disclosed on each portfolio page and in the agreement and disclosures provided to clients. IB LLC will also charge clients commissions on any trades in Interactive Advisors portfolios and may also charge other fees. IB LLC and Interactive Advisors are both part of the Interactive Brokers Group but are two distinct companies and are not responsible for the services provided by the other.
Interactive Brokers Group has established Interactive Brokers Singapore Pte. Ltd. to serve traders and wealth managers in Southeast Asia. The office is located in the Marina Bay Financial District and joins offices in the US, Australia, Canada, Hong Kong, India, Japan, Luxembourg and the UK in serving over one million client accounts in more than 200 countries and territories.
"As our client base continues to rapidly increase in Singapore, it was important to create a presence on the ground to support and service active traders and the wealth management community," said David Friedland, Managing Director of the Asia Pacific region for Interactive Brokers. "As a critical wealth management and financial hub in Asia, our expansion in the region reflects that importance and keeps up with account growth."
Over 37% of Interactive Brokers accounts now come from Asia, up from 27% in 2017, and growth continues to be strong. Interactive Brokers' office opening also comes as other brokers have exited Singapore or decreased their commitment to the country.
With its Singapore expansion, Interactive Brokers can now offer Singapore stocks to investors in the country and directly market its extensive offerings, which include the ability to invest globally in stocks, options, futures, currencies, bonds and funds from a single Integrated Investment Account. Clients can also benefit from the company's superior pricing on other products, industry-low margin rates and strong spot forex conversion rates.
Interactive Brokers' educational resources are easier than ever to use. IBKR Campus is your new destination for learning about the markets, products and tools available to you at Interactive Brokers. Our redesigned website makes it easier than ever to find the information you need to improve your understanding of financial markets and keep on top of current events.
Improve your understanding of the products, tools and markets available via IBKR's award-winning Trader Workstation (TWS), IBKR Mobile, Client Portal and TWS API applications.
New courses include Introduction to US Corporate Bonds and a course from IEX called Introduction to US Equity Market Structure. In addition, we recently updated our Introduction to Charts, Introduction to TWS Order Types and TWS for Beginners courses.
Watch, listen and learn about current market topics, IBKR tools and more by participating in any of our free webinars or browsing our extensive offering of recorded webinars.
Watch or read market commentary and analysis from more than 70 industry sources, including IBKR's Chief Strategist Steve Sosnick and Senior Analyst Steven Levine.
A blog for quantitative professionals with an interest in programming, deep learning, IBKR API, AI, Blockchain and other transformative technologies influencing modern markets.