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Socially Responsible


Stand With Your Favorite Corporate Citizens

More and more, investors want to place their money where it can do some good - so much so that socially responsible investing is actually a thing. “SRI” targets businesses that are advocates of the environment, consumer protection, human rights, and diversity while avoiding those involved in alcohol, tobacco, gambling, pornography, and weapons. Socially responsible investing considers environmental, social and corporate governance, also known as ESG criteria. </br></br>Businesses that try to be good corporate citizens should enjoy a strong reputation that differentiates them. Additionally, their ESG investments can help better prepare them for certain types of regulatory changes, such as tougher carbon emission standards. </br></br>Hundreds of studies have been done to understand whether embracing ESG can lead to better financial and operational performance. Oxford University and Arabesque Partners examined 200 such studies and found that 88 percent of this research found that robust ESG practices did help improve operational performance.[1] Inspired by ideas from the book Low Fee Socially Responsible Investing by Tom Nowak, the stocks in this motif are selected by using a combination of national indices that score companies on measures of social responsibility and political spending disclosures. </br></br><b>Socially Responsible in numbers: </b></br>-Researchers found that a portfolio of companies that scored high on material ESG characteristics delivered returns that were 3 percent higher each year over a 20-year horizon than a portfolio of companies scoring low on materiality. “Material” denotes the relevance of an ESG factor. For instance, fuel efficiency impacts an airline’s profitability more than it does a bank’s.[2] </br>-In 2018, $12 trillion of all professionally managed assets in the U.S.—over 25 percent—used sustainable, responsible, and impact investing strategies, up from 8.7 trillion in 2016.[3] </br>-Banks are increasingly assessing climate risk as a negative factor when determining credit ratings.[4] See More
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Portfolio Index 1 YR Return
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Weight Segment & Stocks Symbol 1 YR Return
36.0% Information Technology 54.2%
6.5% Apple Inc AAPL 107.6%
5.5% Intel Corporation INTC 26.0%
5.2% 8xxxxxxxx 8xxxxxxxxxx 8xxx 88.8%
5.0% 8xxxxxxxxx 8xxxxxxxxxxx 8x 88.8%
4.9% 8xxx 8xxx 8 88.8%
4.5% 8xxxx 8xxxxxxxxxx 8xxxxxxxxxxx 8xx 88.8%
4.4% 8xxxx 8xxxxxx 8xxx 8xxx 88.8%
15.5% Health Care 21.6%
6.1% Bristol-Myers Squibb Company BMY 39.0%
4.9% 8xxxxx 8xxx 8xx 88.8%
4.5% 8xxxx 8 8xxxxxx 8xxx 8xxxx 8xx 88.8%
14.1% Consumer Staples 49.5%
5.1% 8xxxx 8xxxxx 8xxxxxxxx 8xxx 8xxxx 8x 88.8%
4.5% 8xxxxxx 8 8xxxxx 8xxxxxx 8xxxx 8x 88.8%
4.5% 8xxxxxxxx 8xxxxxx 8xxxx 8x 88.8%
10.0% Consumer Discretionary 23.0%
5.5% 8xxx 8xxx 8xx 88.8%
4.5% 8xxxxxxxxx 8xxx 8xxx 88.8%
9.7% Industrials 19.4%
5.0% 8xxxxxxx 8xxx 8xxxx 8xxx 8xx 88.8%
4.7% 8x 8xxxxxx 8xx 88.8%
9.3% Financials 13.3%
5.3% 8xxxxxxxx 8xxx 8xx 88.8%
4.0% 8xxxxxxx 8xxxxxxxx 8xxx 8xx 88.8%
5.3% Communication Services 35.8%
5.3% 8xxxxxxx 8xxx 8xxx 88.8%
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