Interactive Brokers Adds ESG Report to Enhance PortfolioAnalyst

Fazzaco learned that Interactive Brokers, one of the biggest US-based brokerage firm, announced that it has added a new Enviornmental, Social and Governance (ESG) report to enhance PortfolioAnalyst, a solution that consolidates, tracks and analyzes one's complete financial performance. 

The new PortfolioAnalyst will allow investors to analyze their portfolio's ESG ratings summary, controversy distribution, and largest holdings.

Ratings Summary – incorporates ESG Score, Controversies Score Combined Score, Percentage of companies in portfolio with ESG score, and ESG pillar breakdown.

Controversy Distribution – bar chart that exemplifies the controversies score by position weight (%).

Largest Holdings – outlines top 10 holdings and all associated ESG scores. Top and bottom ESG performers are also identified.

Fazzaco earlier reported that Interactive Brokers reported net revenues of $893 million for the quarter ended March 31, 2021, up 68 percent compared to $532 million for the same period in 2020. Additionally, the company has published its trading metrics and other financial information for the month of March​, showing a 19% MoM decrease in Daily Average Revenue Trades (DARTs).