AI Strategy

ESG Strategy

Invest in companies that align with your values. Our AI identifies high-performing stocks that meet Environmental, Social, and Governance criteria—proving you don't have to sacrifice returns for responsibility.

Strategy Overview

Focus Socially Responsible
Typical Holdings 20-25 stocks
Exclusions Customizable
Tier Required Growth+

What is ESG Investing?

ESG stands for Environmental, Social, and Governance—three central factors used to evaluate the sustainability and ethical impact of an investment. Companies with strong ESG practices tend to be better managed, face fewer regulatory risks, and are often more resilient long-term.

Our AI doesn't just screen out "bad" companies—it actively seeks out companies that excel in ESG metrics while still meeting our rigorous financial criteria. The result: a portfolio that reflects your values without compromising on performance.

The Three Pillars of ESG

Environmental

Climate policies, carbon emissions, renewable energy use, waste management, and environmental stewardship.

Social

Employee relations, diversity & inclusion, community impact, human rights, and labor practices.

Governance

Board diversity, executive compensation, shareholder rights, transparency, and ethical business practices.

Customizable Exclusions

Our ESG strategy lets you exclude industries that conflict with your values. Choose what matters to you.

Tobacco
Cigarettes & nicotine products
Weapons
Defense & firearms
Gambling
Casinos & betting
Fossil Fuels
Oil, gas & coal
Alcohol
Brewers & distillers
Animal Testing
Cosmetics & pharmaceuticals

How We Select ESG Stocks

Our AI combines ESG scores with traditional financial metrics to find responsible companies with strong fundamentals.

ESG Rating Score

Third-party ESG ratings from leading data providers, combined with our proprietary analysis.

High Weight

Carbon Footprint

Companies with lower emissions intensity and credible decarbonization plans.

High Weight

Financial Quality

Strong balance sheets, consistent earnings, and sustainable business models.

High Weight

Controversy Screening

Excludes companies involved in major ESG controversies or scandals.

Medium Weight

Board Diversity

Companies with diverse leadership and strong governance practices.

Medium Weight

ESG Doesn't Mean Lower Returns

Research consistently shows that companies with strong ESG practices often outperform over the long term. They face fewer regulatory risks, attract better talent, and are better positioned for the transition to a sustainable economy. Our AI ensures you don't have to choose between your values and your returns.

Is ESG Strategy Right for You?

Values-driven investors who care about impact
Long-term investors concerned about sustainability risks
Those wanting to exclude specific industries
Millennials and Gen Z investors

Invest in a Better Future

The ESG Strategy is available on Growth ($49/mo) and above.

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