March 18, 2022

The Journey to Build the Next Generation Mobile Trading Platform for Socially Conscious Investors - Will Peterffy // ESG Director at Interactive Brokers

43 minutes

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In this episode, 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.

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. As ESG Director of Interactive Brokers, Will has led the development of IMPACT, a mobile trading platform for socially conscious investors. IMPACT solidifies Interactive Brokers’ commitment to sustainable practices.

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, Will is determined to make an impact for his generation.

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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