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In episode 39 of the Investing in Impact podcast, I speak with Will Peterffy, ESG Director at Interactive Brokers, on his life’s journey of ecological discover and building the next generation mobile trading platform for socially conscious investors.
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Will is on a mission to arm millennials to gen Zs with tools to invest in the future and make “impact” in the world. From giving back to planting trees all based on personal values and cause.
A lifelong environmental advocate, Will has made it his mission to help humanity right its relationship with the earth.
Additionally, Will has built an organization called One Small Planet, whose mission statement is to harmonize the wealth of people and planet through the deployment of vital capital.
Will views the launch of the IMPACT app and One Small Planet as a manifestation of his life’s purpose.
The son of Hungarian immigrant and Forbes billionaire, Thomas Petterfy, founder of Interactive Brokers, Will is determined to make an impact for his generation.
Sustainable investing, simplified. IMPACT by IBKR provides the tools and technology that make it easy to invest responsibly in companies that uphold the principles you believe in.
Select the values that are important to you, then Explore to find companies with similar values that fit your investment objectives.
Monitor your portfolio’s performance and grade with a tap. Want to improve your portfolio grade? Use Swap to trade out of one position and into another with a single order.
For US residents, make more of an IMPACT by donating to your favorite charities through the IMPACT app.
Tap the Give icon, search for or select a charity, specify the amount you’d like to give and submit.
See your giving history using the Donations tab in the Transaction History page.
Need access to options, futures and forex?
You can use your account on IBKR’s top-flight trading platforms like TWS, IBKR Mobile, and Client Portal. Trade your way to the world you want with IMPACT powered by IBKR, Barron’s #1 rated online broker of 2021.
With IMPACT, users select their personal investment criteria from 13 impact values and principles across a variety of categories including environmental sustainability, racial and gender equality, clean water, LGBTQ inclusion, and ethical and transparent business practices.
Users can also exclude investments based on 10 categories including animal testing, corporate political spending and lobbying, and environmental pollution.
Based on their preferences, the IMPACT app identifies companies that correspond with the categories and provides impact scores on existing portfolios and holdings. The user may then choose to customize their portfolios to align with their values.
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