Interactive Advisors · investment strategy
by Interactive Advisors
The Fair Labor & Thriving Communities portfolio focuses on companies dedicated to treating workers fairly, maintaining safe workplaces, and strengthening the communities they serve. Guided by Socially Responsible Investing (SRI) principles, it selects holdings based on how well businesses uphold equal rights, employee wellbeing, and ethical corporate citizenship. Each company earns its place by demonstrating genuine care for people - from the shop floor to the neighborhoods where they operate. The result is a portfolio that aligns your investments with your values while supporting organizations committed to doing right by their workers and society.
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 in stocks affected by corporate actions, such as mergers or acquisitions, may be sold or adjusted outside the regular quarterly rebalance cycle”
“the total number of holdings typically ranges from 20 to 100”
“Individual stock weights generally stay below 10%”
“The portfolio is rebalanced every quarter”
“Companies that score higher on relevant SRI metrics earn larger allocations”
“Blend of capitalization and equal weights”
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.
· : 0.81 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 1.08 (90%: 1.04 to 1.17)
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 Fair Labor & Thriving Communities portfolio focuses on companies dedicated to treating workers fairly, maintaining safe workplaces, and strengthening the communities they serve. Guided by Socially Responsible Investing (SRI) principles, it selects holdings based on how well businesses uphold equal rights, employee wellbeing, and ethical corporate citizenship. Each company earns its place by demonstrating genuine care for people - from the shop floor to the neighborhoods where they operate. The result is a portfolio that aligns your investments with your values while supporting organizations committed to doing right by their workers and society.
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.
Values-driven investors: If you want your portfolio to reflect a genuine commitment to fair worker treatment and thriving communities, this strategy puts those principles to work through a structured, transparent process. Socially conscious diversifiers: Investors looking to add a socially responsible component to a broader strategy can gain targeted exposure to companies that prioritize human rights, employee safety, and ethical business practices. Impact-minded equity seekers: For those who believe companies that treat their workers well and invest in their communities build stronger businesses, this portfolio offers a concrete way to put that conviction into action.
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 how much weight each holding receives. Companies that score higher on relevant SRI metrics earn larger allocations, helping to emphasize the strongest performers on labor and community standards. The portfolio is rebalanced every quarter to keep allocations aligned with the latest data. Allocation discipline: The portfolio holds companies that pass rigorous screening for workforce treatment, occupational safety, and civic responsibility. Because these values-based filters go beyond purely financial criteria, the portfolio may hold fewer names and carry higher sector concentration than broadly diversified alternatives. Individual stock weights generally stay below 10%, and the total number of holdings typically ranges from 20 to 100. Sell discipline: Sell decisions follow a disciplined, quarterly schedule rather than reacting to short-term market movements. Each quarter, the portfolio is rebalanced back to its target weights, so holdings that no longer meet scoring thresholds are replaced by stronger candidates. Exceptions: Positions in stocks affected by corporate actions, such as mergers or acquisitions, may be sold or adjusted outside the regular quarterly rebalance cycle.
Direct ownership with purpose: You hold individual stocks in companies vetted for how they treat their people and support surrounding communities, giving you full transparency into what you own and why it belongs in your portfolio. Systematic, merit-based selection: A quantitative scoring model evaluates and weights each holding on specific Socially Responsible Investing (SRI) metrics, removing emotional bias and delivering consistent, disciplined portfolio construction. Multi-layered research depth: The screening process draws on multiple data vendors, combining company-disclosed filings with insights gathered through advanced computational analysis, providing a more thorough view of each company's labor and community practices.
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) | Social justice, 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) | Equal rights, Safe work environment, Societal and workforce care | 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) | 13.92% | 2026-10-16 | |
| Calendar-year returns (live account) | 2021: 26.3% · 2022: -12.8% · 2023: 14.8% · 2024: 7.1% · 2025: 13.5% | 2026-10-09 | |
| Return since inception (annualized) (live account) | 13.70% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 123.30% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 7.38% | 2026-10-16 | |
| Return, last 30 days (live account) | 4.10% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | 22.92% | 2026-10-16 | |
| Return, last 365 days (live account) | 19.30% | 2026-10-09 | |
| Return, last 5 years (cumulative) (live account) | 57.60% | 2026-10-09 | |
| Return, last 90 days (live account) | 4.60% | 2026-10-09 | |
| Return, year to date (live account) | 20.00% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 1.07 | 2026-10-16 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -21.95% | 2026-10-16 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -10.31% | 2026-10-16 | |
| Maximum drawdown, last 365 days (live account) | -10.30% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | 0.65 | 2026-10-16 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | 1.08 | 2026-10-16 | |
| Sharpe ratio, last 365 days (live account) | 0.94 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | 1.65 | 2026-10-16 | |
| Sortino ratio, last 365 days (live account) | 1.57 | 2026-10-09 | |
| Value-at-risk 95% 1-week, last 365 days (live account) | -3.90% | 2026-10-09 | |
| Volatility since inception (Lighthorse, daily, live) | 16.91% | 2026-10-16 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 16.25% | 2026-10-16 | |
| Volatility, last 365 days (live account) | 16.90% | 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
