What does my Portfolio Score mean in the Impact Dashboard?

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 IMPACT mobile app is a simplified trading platform based on the principles of Socially Responsible Investing (SRI) originally developed for the Impact Dashboard tool. The IMPACT app makes it easy for you to:

• See how well positions in your portfolio align with your values…

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…

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…