Interactive Advisors · investment strategy
by Interactive Advisors
The ESG Growth portfolio blends Environmental, Social, and Governance (ESG) principles with a growth-focused investment philosophy. It targets large and mid-cap U.S. companies that demonstrate strong ESG practices relative to their industry peers while also exhibiting favorable earnings momentum. Through a quantitative framework, this portfolio seeks to capture the characteristics of growth-oriented equities without sacrificing responsible investing standards. The result is a broadly diversified selection of holdings designed to align financial objectives with values-based investing.
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.
“The investment team draws on detailed third-party ESG data to screen and construct the portfolio.”
“Positions in stocks affected by corporate actions, such as mergers or acquisitions, may be sold or adjusted outside of the regular rebalance cycle.”
“carry above-average ESG scores, as measured by third-party data providers”
“Stocks displaying promising growth profiles receive greater consideration for inclusion”
“the portfolio is rebalanced quarterly to stay aligned with its objectives”
“the construction process reduces allocation to highly volatile stocks”
“avoids overconcentration in any single market sector”
“The investable universe begins with the largest U.S.-listed companies”
“Holdings with appealing growth metrics receive larger allocations”
No published holdings for this strategy.
Fitted to 252 returns (live) from 2025-10-30 to 2026-10-16. An estimate, not holdings: it can't name stocks.
· : 0.75 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.73 (90%: 0.62 to 0.85)
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.
ESG Broad Market launched May 2019; the other four launched July 2019.
The ESG Growth portfolio blends Environmental, Social, and Governance (ESG) principles with a growth-focused investment philosophy. It targets large and mid-cap U.S. companies that demonstrate strong ESG practices relative to their industry peers while also exhibiting favorable earnings momentum. Through a quantitative framework, this portfolio seeks to capture the characteristics of growth-oriented equities without sacrificing responsible investing standards. The result is a broadly diversified selection of holdings designed to align financial objectives with values-based investing.
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 with a similar risk profile to broad equity markets. Investing in equities and prepared to accept fluctuation in portfolio value.
Socially conscious investors: If you want your portfolio to reflect your personal values, this strategy channels your capital toward companies recognized for responsible business conduct while pursuing disciplined growth. Growth-oriented investors: This portfolio emphasizes companies exhibiting strong earnings momentum, evaluating both historical results and forward analyst estimates. Hands-off diversifiers: With a broad roster of holdings refreshed each quarter, this portfolio suits investors who want diversified exposure to large and mid-cap U.S. stocks without active decision-making on their part.
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: This portfolio follows a systematic, rules-based process to determine which companies are included and how they are weighted. The investable universe begins with the largest U.S.-listed companies that carry above-average ESG scores, as measured by third-party data providers. Stocks displaying promising growth profiles receive greater consideration for inclusion, and the portfolio is rebalanced quarterly to stay aligned with its objectives. Allocation discipline: The portfolio targets U.S. large and mid-cap companies that score well on ESG measures within their respective industries. Holdings with appealing growth metrics receive larger allocations, and the process weighs both trailing and forward-looking earnings estimates when sizing positions. As a risk management measure, the construction process reduces allocation to highly volatile stocks and avoids overconcentration in any single market sector. Sell discipline: When a stock no longer meets the portfolio's ESG or growth criteria, it is replaced by a company with a more attractive combination of ESG performance and growth characteristics. Exceptions: Positions in stocks affected by corporate actions, such as mergers or acquisitions, may be sold or adjusted outside of the regular rebalance cycle.
Values-driven stock selection: Every holding must pass a rigorous ESG screen, so your capital supports businesses that prioritize responsible practices alongside financial performance. Systematic growth selection: A quantitative framework selects and weights each position based on earnings momentum and growth metrics, removing emotional bias and applying consistent criteria through quarterly rebalancing. Built-in risk guardrails: The construction process actively manages volatility and sector exposure, helping spread your holdings across a wide range of large and mid-cap U.S. equities.
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 | |
| ESG / responsible flag | Yes | 2026-10-09 | |
| Smart beta flag | Yes | 2026-10-09 | |
| Theme keywords (Interactive Advisors) | ESG focus, Growth oriented, Large-cap, Mid-cap | 2026-10-09 |
| Rebalancing (methodology text) | rebalanced quarterly | 2026-10-09 |
| 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 ESG Smart Beta Factor Portfolios · covers: 5 · source_key: interactive_advisors|3 · original_name: ESG Smart Beta: ESG Broad Market, ESG Growth, ESG Value, ESG Quality, ESG Dividend |
| Benchmark (methodology text) | Broad market investable ETF benchmark without an ESG focus |
| Annualized return since inception (Lighthorse, daily, live) | 8.27% | 2026-10-16 | |
| Calendar-year returns (live account) | 2020: 7.0% · 2021: 23.3% · 2022: -14.3% · 2023: 20.6% · 2024: 15.3% · 2025: 4.4% | 2026-10-09 | |
| Return since inception (annualized) (live account) | 8.30% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 77.90% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 7.59% | 2026-10-16 | |
| Return, last 30 days (live account) | -5.30% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | 2.48% | 2026-10-16 | |
| Return, last 365 days (live account) | 1.40% | 2026-10-09 | |
| Return, last 5 years (cumulative) (live account) | 40.60% | 2026-10-09 | |
| Return, last 90 days (live account) | -4.90% | 2026-10-09 | |
| Return, year to date (live account) | 2.90% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 0.57 | 2026-10-16 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -36.38% | 2026-10-16 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -9.77% | 2026-10-16 | |
| Maximum drawdown, last 365 days (live account) | -9.80% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | 0.34 | 2026-10-16 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | -0.03 | 2026-10-16 | |
| Sharpe ratio, last 365 days (live account) | -0.13 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | -0.04 | 2026-10-16 | |
| Sortino ratio, last 365 days (live account) | -0.22 | 2026-10-09 | |
| Value-at-risk 95% 1-week, last 365 days (live account) | -3.30% | 2026-10-09 | |
| Volatility since inception (Lighthorse, daily, live) | 20.27% | 2026-10-16 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 13.85% | 2026-10-16 | |
| Volatility, last 365 days (live account) | 14.40% | 2026-10-09 |
| Risk label (Interactive Advisors) | Growth | 2026-10-09 | |
| Risk score 1-5 (Interactive Advisors) | 2 | 2026-10-09 | |
| Risk score description | Capital growth with a similar risk profile to broad equity markets. Investing in equities and prepared to accept fluctuation in portfolio value. | 2026-10-09 |
Interactive Advisors
Interactive Advisors
