31 strategies match
· Hover a number for its exact definition. Basis chips show what each figure is based on.
| Types | Basis | Compare | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Clean Air SRI Portfolio (Carbon & Pollution Leaders)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 35.7% | 13.8% | 2.18 | -9.7% | 82% | ||
Company Transparency SRI (Data Security & Safety)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 17.1% | 9.9% | 0.90 | -9.9% | 82% | ||
Customer Safety SRI Portfolio (Privacy & Product Quality)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 4.9% | 8.5% | 0.07 | -10.5% | 82% | ||
ESG Broad Market Large/Mid Cap US StocksInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 2 | 15.3% | 11.0% | 0.81 | -9.9% | 82% | ||
ESG Dividend Large/Mid Cap US StocksInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +4 | 0.2% | $100 | 2 | 8.1% | 6.9% | 0.37 | -12.0% | 82% | ||
ESG Growth Large/Mid Cap US StocksInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +4 | 0.2% | $100 | 2 | 1.4% | 8.3% | -0.13 | -9.8% | 82% | ||
ESG Quality Large/Mid Cap US StocksInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 2 | 15.3% | 9.8% | 0.83 | -9.0% | 82% | ||
ESG Value Large/Mid Cap US StocksInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 2 | 22.4% | 9.1% | 1.12 | -12.7% | 82% | ||
Ethical Leadership SRI Portfolio (Corporate Governance)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 15.5% | 17.2% | 0.70 | -9.8% | 82% | ||
Fair Labor & Thriving Communities SRI PortfolioInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 19.3% | 13.7% | 0.94 | -10.3% | 82% | ||
Gender Equality SRI Portfolio (Workplace Parity)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 2.0% | 8.8% | -0.13 | -10.9% | 82% | ||
Green Solutions Impact & Sustainable Finance ThematicInteractive Advisors | Interactive Advisors | Separately managed account, Thematic, ESG / SRI +2 | 0.2% | $100 | 4 | — | — | — | — | 82% | ||
LGBTQ+ Inclusion-Weighted US StocksInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 18.3% | 14.9% | 1.07 | -8.2% | 82% | ||
Land Health SRI Portfolio (Ecosystem Stewardship)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 17.1% | 13.0% | 0.98 | -9.5% | 82% | ||
Mindful Business Models ESG Low-Carbon TransitionInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 12.5% | 15.1% | 0.63 | -9.9% | 82% | ||
Ocean Life SRI Portfolio (Water & Marine Stewardship)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 19.7% | 12.8% | 1.15 | -9.1% | 82% | ||
Pure Water SRI Portfolio (Water & Pollution Control)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 16.4% | 13.6% | 0.93 | -10.2% | 82% | ||
Racial Equality SRI Portfolio (Diversity & Equal Rights)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 15.8% | 12.4% | 0.78 | -11.2% | 82% | ||
Sustainable Aggressive Allocation (IRA)SoFi Wealth | SoFi | Model portfolio, Strategic asset allocation, Multi-asset +5 | 0.3% | $50 | 5 | 19.2% | 11.6% | — | — | 73% | ||
Sustainable Aggressive Allocation (Taxable)SoFi Wealth | SoFi | Model portfolio, Strategic asset allocation, Multi-asset +5 | 0.3% | $50 | 5 | 19.4% | 8.8% | — | — | 73% | ||
Sustainable Conservative Allocation (IRA)SoFi Wealth | SoFi | Model portfolio, Strategic asset allocation, Multi-asset +5 | 0.3% | $50 | 1 | 4.1% | 4.5% | — | — | 73% | ||
| SoFi | Model portfolio, Strategic asset allocation, Multi-asset +5 | 0.3% | $50 | 1 | 4.3% | 5.6% | — | — | 73% | |||
Sustainable Moderate Allocation (IRA)SoFi Wealth | SoFi | Model portfolio, Strategic asset allocation, Multi-asset +4 | 0.3% | $50 | 3 | 13.4% | 8.9% | — | — | 73% | ||
Sustainable Moderate Allocation (Taxable)SoFi Wealth | SoFi | Model portfolio, Strategic asset allocation, Multi-asset +4 | 0.3% | $50 | 3 | 13.5% | 9.0% | — | — | 73% | ||
| SoFi | Model portfolio, Strategic asset allocation, Multi-asset +5 | 0.3% | $50 | 4 | 16.5% | 10.4% | — | — | 73% | |||
| SoFi | Model portfolio, Strategic asset allocation, Multi-asset +5 | 0.3% | $50 | 4 | 16.6% | 7.9% | — | — | 73% | |||
| SoFi | Model portfolio, Strategic asset allocation, Multi-asset +5 | 0.3% | $50 | 2 | 9.1% | 6.3% | — | — | 73% | |||
| SoFi | Model portfolio, Strategic asset allocation, Multi-asset +5 | 0.3% | $50 | 2 | 9.7% | 7.8% | — | — | 73% | |||
Sustainable Product Lifecycle SRI PortfolioInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 22.7% | 15.5% | 1.16 | -10.7% | 82% | ||
Webull Sustainable ESG Model (BlackRock)Webull Advisors | Form ADV brochure | Model portfolio, Manager discretionary, ESG / SRI +1 | 0.2% | $100 | — | — | — | — | — | 36% | ||
Women-Led US Companies Momentum with Volatility WeightingComposer Technologies | Composer | User-built, Rules-based algorithmic, Momentum +4 | — | — | — | 20.7% | 28.3% | 1.19 | -25.4% | 80% |
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SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
Interactive Advisors
Webull Advisors · Form ADV brochure
Composer Technologies · Composer
