Interactive Advisors · investment strategy
by Interactive Advisors
The Clean Air Portfolio targets companies demonstrating leadership in carbon reduction and environmental stewardship. This strategy selects businesses that actively measure their environmental footprint, embrace sustainable energy practices, and deploy effective pollution control systems. By focusing on firms with strong environmental credentials, the portfolio allows investors to align their financial goals with their commitment to better air quality. Holdings span multiple sectors, unified by their dedication to lowering greenhouse gas output and improving energy efficiency.
Description from Interactive Advisors
of the return and risk figures:as the source publishes them
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
Each rule is quoted word for word from the strategy's own documents.
“draws on detailed third-party ESG data to screen and construct the portfolio”
“Positions affected by corporate actions, such as mergers or spinoffs, may be sold or adjusted outside the regular rebalancing schedule”
“The portfolio excludes high-polluting and energy-intensive businesses”
“total holdings generally ranging from 20 to 100 companies”
“targets companies demonstrating leadership in carbon reduction”
“Individual positions typically remain below 10%”
“Quarterly rebalancing keeps the portfolio aligned with its environmental objectives”
“Companies earn higher allocations based on their Socially Responsible Investing (SRI) environmental scores”
“Blend of capitalization and equal weights”
No published holdings for this strategy.
Fitted to 252 returns (live) from 2025-10-23 to 2026-10-09. An estimate, not holdings: it can't name stocks.
· : 0.63 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.69 (90%: 0.58 to 0.83)
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
No holdings on file, so nothing to test.
Strategies that share its ESG / SRI label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
SoFi Wealth · SoFi
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
2 missing
Rebalance schedule taken from a stated rule.
The text the rules are quoted from, with where it came from.
Socially Responsible Investing Portfolios (Interactive Advisors Portfolios)
The brochure gives the count as 13, or 18 counting the ESG Smart Beta portfolios, launched April 2019 to July 2020. The risk section names other SRI portfolios (Clean Technology, Clean Energy, Low Greenhouse Emissions, Fair Labor, Workforce Diversity) that are not on this list.
The Clean Air Portfolio targets companies demonstrating leadership in carbon reduction and environmental stewardship. This strategy selects businesses that actively measure their environmental footprint, embrace sustainable energy practices, and deploy effective pollution control systems. By focusing on firms with strong environmental credentials, the portfolio allows investors to align their financial goals with their commitment to better air quality. Holdings span multiple sectors, unified by their dedication to lowering greenhouse gas output and improving energy efficiency.
Interactive Advisors is an established name in the field of online investing, with a history of path-breaking work. The platform offers a variety of portfolios, including the Socially Responsible Investing (SRI) portfolios, which are managed by Interactive Advisors's Chief Investment Officer and Investment Management team. The “Socially Responsible Investing” approach to portfolio construction is designed to invest in companies that operate businesses keeping in mind not only financial goals and profits, but also ethical and environmental concerns. The incorporation of Environmental, Social and Governance (ESG) factors into investment decision-making is aimed at incentivizing better practices from the companies. The sustainability practices foster long-term value creation while giving investors an opportunity to align their investments with personal values.
Capital growth plus with a more complex portfolio or higher risk profile than broad equity markets. Investing in equities and concentrated portfolios and prepared to accept fluctuation in portfolio value.
Climate-conscious investors: If your commitment to reducing environmental impact extends to your portfolio, this strategy offers exposure to companies actively lowering their carbon footprint and improving air quality. Values-driven allocators: Investors seeking alignment between their money and their principles will appreciate a Socially Responsible Investing (SRI) approach that screens out harmful industries and emphasizes positive environmental outcomes. Sustainability seekers: Those wanting participation in the shift toward renewable energy and emission-reducing technologies gain focused access to companies at the forefront of these efforts.
Research: The investment team draws on detailed third-party ESG data to screen and construct the portfolio. This data evaluates company disclosures from annual reports, regulatory filings, and corporate websites. Approach: The portfolio uses a systematic, rules-based process to determine position sizes. Companies earn higher allocations based on their Socially Responsible Investing (SRI) environmental scores, with particular emphasis on carbon management and pollution reduction metrics. Quarterly rebalancing keeps the portfolio aligned with its environmental objectives. Allocation discipline: Each holding must satisfy the environmental standards defined in the research process. Because the portfolio applies multiple non-financial screens centered on air quality and emissions, it may contain fewer names and higher sector concentration than broadly diversified alternatives. Individual positions typically remain below 10%, with total holdings generally ranging from 20 to 100 companies based on how many qualify. Sell discipline: Sell decisions occur during the quarterly rebalancing cycle. At each review, holdings adjust to target weights based on refreshed environmental scores and updated screening results. Exceptions: Positions affected by corporate actions, such as mergers or spinoffs, may be sold or adjusted outside the regular rebalancing schedule.
Values-aligned ownership: You invest directly in companies prioritizing carbon reduction and environmental responsibility, ensuring your portfolio reflects your commitment to sustainability. Rigorous ESG screening: A systematic, rules-based process evaluates each company using third-party Environmental, Social, and Governance (ESG) data, admitting only those with demonstrated environmental leadership. Transparent selection criteria: The portfolio excludes high-polluting and energy-intensive businesses while favoring firms with superior environmental scores, providing clear visibility into holdings and rationale.
Every value on file, each labelled with its calculation basis and as-of date.
| Asset classes / instruments | equities | 2026-10-09 | |
| Composition (ETFs / Stocks / Mixed) | STOCKS | 2026-10-09 | |
| Curated collections (Interactive Advisors) | Better planet, Portfolios with the best risk adjusted returns, Top performing portfolios, Top performing socially responsible portfolios | 2026-10-09 | |
| ESG / responsible flag | Yes | 2026-10-09 | |
| Smart beta flag | No | 2026-10-09 | |
| Theme keywords (Interactive Advisors) | Carbon focus, Emission control, Sustainable energy | 2026-10-09 |
| Rebalancing (methodology text) | Annually |
| Management / advisory fee | 0.20% | 2026-10-09 | |
| Minimum investment | $100 | 2026-10-09 |
| Metrics calculated through | 2026-10-09 | 2026-10-09 |
| Program in the firm's Form ADV brochure | url: https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024287 · name: Interactive Advisors Socially Responsible Stock Portfolios · covers: 13 · source_key: interactive_advisors|5 · original_name: Socially Responsible Investing Portfolios (13): Clean Air; Company Transparency; Customer Safety; Ethical Leadership; Fair Labor & Thriving Communities; Gender Equality; LGBTQ Inclusion; Land Health; Mindful Business Models; Ocean Life; Pure Water; Racial Equality; Sustainable Product Lifecycle |
| Benchmark (methodology text) | Broad market investable ETF benchmark without an ESG focus |
| Annualized return since inception (Lighthorse, daily, live) | 13.82% | 2026-10-09 | |
| Calendar-year returns (live account) | 2021: 20.8% · 2022: -19.5% · 2023: 20.3% · 2024: 9.7% · 2025: 16.7% | 2026-10-09 | |
| Return since inception (annualized) (live account) | 13.80% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 124.10% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 20.55% | 2026-10-09 | |
| Return, last 30 days (live account) | 3.40% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | 36.56% | 2026-10-09 | |
| Return, last 365 days (live account) | 35.70% | 2026-10-09 | |
| Return, last 5 years (cumulative) (live account) | 69.00% | 2026-10-09 | |
| Return, last 90 days (live account) | 8.50% | 2026-10-09 | |
| Return, year to date (live account) | 27.30% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 0.72 | 2026-10-09 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -26.93% | 2026-10-09 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -9.74% | 2026-10-09 | |
| Maximum drawdown, last 365 days (live account) | -9.70% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | 0.62 | 2026-10-09 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | 1.89 | 2026-10-09 | |
| Sharpe ratio, last 365 days (live account) | 2.18 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | 2.93 | 2026-10-09 | |
| Sortino ratio, last 365 days (live account) | 3.66 | 2026-10-09 | |
| Value-at-risk 95% 1-week, last 365 days (live account) | -3.40% | 2026-10-09 | |
| Volatility since inception (Lighthorse, daily, live) | 17.76% | 2026-10-09 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 14.53% | 2026-10-09 | |
| Volatility, last 365 days (live account) | 14.80% | 2026-10-09 |
| Risk label (Interactive Advisors) | Growth plus | 2026-10-09 | |
| Risk score 1-5 (Interactive Advisors) | 3 | 2026-10-09 | |
| Risk score description | Capital growth plus with a more complex portfolio or higher risk profile than broad equity markets. Investing in equities and concentrated portfolios and prepared to accept fluctuation in portfolio value. | 2026-10-09 |
Interactive Advisors
Interactive Advisors
