Case Study: Interactive Brokers achieves greater ESG transparency for impact-focused investors with Refinitiv data

Empowering Impactfocused Investors With Transparent ESG Data And Solutions

Interactive Brokers, a global brokerage serving sophisticated high‑net‑worth investors, faced growing demand from clients who wanted to invest according to environmental, social and governance (ESG) values but needed more transparent, granular data to do so. To meet this challenge the firm partnered with Refinitiv and in October 2020 launched its award‑winning Impact Dashboard powered by Refinitiv data to help clients tailor investments to their personal values.

Refinitiv supplied deep, global ESG datasets and dedicated support that enabled Interactive Brokers to deliver personalized impact scorecards, controversial‑holding screens and ETF-level scores. The Refinitiv‑powered Impact Dashboard reports high data coverage (an example dashboard shows 97.9% of portfolio value with impact data), helps clients improve their impact scores by realigning positions, and has accelerated product innovation and global scaling through a strategic relationship signed in early 2021 with Refinitiv.

Interactive Brokers