Gender Equality SRI Portfolio (Workplace Parity)

Blend of capitalization and equal weights

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Socially Responsible Investing Portfolios (Interactive Advisors Portfolios)

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0.20% annual

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US equities

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$100

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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.

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The Gender Equality portfolio invests in companies that champion diverse workplaces and equitable opportunities for all employees. This Socially Responsible Investing (SRI) strategy focuses on businesses advancing gender parity through practices such as equal pay, proactive recruitment and promotion of women, tailored benefits, and mentorship programs. By selecting companies committed to inclusive cultures, this portfolio allows investors to support meaningful workplace progress while aligning their money with their values. It reflects the view that organizations fostering equality can build stronger, more resilient businesses.

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.

Impact-minded investors: If you want your investments to reflect your belief in workplace fairness, this portfolio directs your capital toward companies making real strides in equitable pay, diverse hiring, and inclusive corporate policies. ESG-focused allocators: Investors who already incorporate Environmental, Social, and Governance (ESG) criteria into their strategy can use this portfolio to deepen their social impact by specifically targeting the diversity and inclusion dimension of responsible investing. Thematic portfolio builders: If you are looking to add focused, cause-driven exposure to a broader investment plan, this portfolio provides a concentrated allocation to companies leading on gender equality without requiring you to research and screen individual stocks yourself.

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 follows a systematic, rules-based process to determine how much to invest in each holding. Positions are weighted according to how well each company scores on relevant Socially Responsible Investing metrics, with stronger performers receiving greater emphasis. The portfolio is rebalanced every quarter to keep allocations aligned with these scores. Allocation discipline: Holdings are drawn from companies that meet the research criteria described above. Because the screening process applies multiple values-based filters beyond traditional financial measures, the portfolio may hold fewer names and carry higher sector concentration than broadly diversified strategies. Individual stock positions are generally kept 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 adjusted back to its target weights based on updated scores and screening results. Exceptions: Positions in stocks affected by corporate actions, such as mergers or acquisitions, may be sold or adjusted outside the regular rebalance schedule.

Values-driven stock selection: This portfolio screens for companies demonstrating genuine commitment to workforce diversity, fair compensation, and supportive corporate cultures. Your investment goes directly toward businesses making measurable progress on social responsibility, giving you a portfolio that reflects what you stand for. Multi-source research: The selection process combines data from independent providers that evaluate companies through different lenses, from official corporate disclosures to real-time signals drawn from public media and industry commentary. This dual-source approach helps capture a more complete picture of workplace culture and practices beyond self-reported metrics. Systematic portfolio discipline: A quantitative scoring model determines how much weight each company receives, rewarding top performers on equality metrics with larger positions. Quarterly rebalancing removes emotional bias and keeps your investment consistently aligned with its stated mission.