Impact allows you to personalize your responsible investing experience by selecting the values you want companies to support. Once you have clarified what’s important to you, you can see how well your current positions align with your impact values. Impact also flags companies that engage in the practices you have identified as unacceptable. Armed with this knowledge, you can choose whether or not to adjust your holdings to improve your Portfolio Impact Grade…

Once you set your values and preferences using the Impact Dashboard, the Impact and ESG widgets in the Fundamentals Explorer and the Impact Effect column in your Watchlists will show you how the values of companies align with your own and whether investing in a company could help your overall Impact Portfolio Score. …

The letters shown for the Values You Support indicate how well your portfolio as a whole is doing for that specific value.  If you see an "A" next to Ocean Life, you know that overall, this value is respected by most companies in your portfolio that provide impact data. …

Because impact scoring is relatively new, not all companies currently provide impact data - but more and more are adding it all the time. We want you to know what percentage of your portfolio holdings provide this data so that your Portfolio Impact Score is more meaningful. Note that the percentage of holdings with impact data is weighted based on your portfolio weighting. For example, if you have 100 positions and only 12 have impact data, but these 12 positions account for 94% of your total portfolio value, you will see that 94% of your holdings have impact data…

You can add the Impact Effect column to your Watchlist and any tools that allow adding/removing columns. Note that the column relies on your impact preferences. If you have not set preferences you will see the pencil ("edit preferences") icon instead of a field value…

The Impact Dashboard helps you evaluate your portfolio so that you can make adjustments and invest in companies whose responsible world view coincides with your own. Choose the Impact Values and ESG principles - like Racial Equality and No Animal Testing - that are important to you. Then let the Impact Dashboard analyze and grade your portfolio based on how your positions align with your principles…

SIGN UP FOR A FREE TRIAL Once you have signed up for a free trial using the link above, please proceed to download the IMPACT app for free with no commitments from the Google Play or Apple App store…

For the same asset, a short position (or if you sell) will have the inverse effect on your Portfolio Impact Score of a long position (or if you buy).

In other words:…

The Portfolio Impact Score is based on the Impact Values you tagged as Important or Very Important and provides an overall view of how closely the values of the companies in which you are invested align with your own. We calculate this grade using individual scores on all of the assets in your portfolio that have impact data available…

You can change your values and principles in the Impact Dashboard at any time. Access the dashboard from your Portfolio using the Impact button. From within the Dashboard click the pencil ("edit") icon next to the title "Your Preferences." Click any value to add, enhance, or remove support. Click one time to tag the value as important. Click twice tags it as very important. Clicking the value a third time removes it as a selection. You can set ESG principles by clicking once. Note that only the impact values are used to calculate the Portfolio Impact Score…

The Impact Flags column displays a yellow flag next to a company that participates in a business practice you tagged as unacceptable. 

The Impact Effect column helps you gauge how strongly a company's values align with your Impact values using leaf icons of different colors:…

Once you have selected the values you support and the practices you oppose, the tool analyzes and grades your portfolio. The chart on the left shows your overall Portfolio Impact Score. Hold your mouse over slices around the outside to see the weight of companies in the High (Dark Green), Medium (Light Green), and Low (Yellow) alignment levels. …

We flag companies that engage in practices you find unacceptable, but the flag status of a company does not affect the portfolio score.  Companies that engage in these practices are flagged for informational purposes only. Only Impact value preferences are used …