Green Solutions Impact & Sustainable Finance Thematic

The Green Solutions portfolio invests in companies and financial instruments driving capital toward environmental and social outcomes. Holdings are selected based on their leadership in different sustainable finance sub themes, eg: Impact Investing, Green Bonds, ESG Investments, Socially Responsible Investing, and Sustainable Finance. By focusing on firms that issue debt specifically funding environmental projects, integrate environmental, social, and governance factors into operations, and develop financial products targeting measurable sustainability outcomes, this portfolio seeks to capture value from the redirection of global capital flows toward climate solutions and responsible business practices. The result is a curated collection of companies demonstrating that profitability and sustainability are not opposing goals, but rather reinforcing strategies that create long-term value while addressing urgent environmental and social challenges.

Interactive Advisors continues its legacy of innovation in online investing with the launch of five new Thematic Portfolios, each designed to capture the transformative potential of disruptive technologies and business models reshaping global markets. Managed by Interactive Advisors' Chief Investment Officer and Investment Management team, these portfolios provide targeted exposure to companies at the forefront of technological and societal change. The Thematic Investing approach focuses on identifying and investing in companies driving fundamental shifts across industries—from the electrification of transportation and the commercialization of space, to the artificial intelligence revolution and the global transition to sustainable energy. Each portfolio is constructed using a systematic, rules-based methodology that targets companies leading innovation within specific disruptive themes, offering investors the opportunity to participate in long-term structural trends while aligning their capital with the innovations shaping our collective future. Get invested STEP 1 Fill out the application It's easy and only takes a few minutes. STEP 2 Explore our portfolios Or choose one based on your preferences STEP 3 Make your 1 st investment Our technology ensures it is suited for you Sign up today! Disclosures Past performance is no guarantee of future results, and all investments, including those in this portfolio, involve the risk of loss, including loss of principal and a reduction in earnings. This portfolio was launched on Interactive Advisors on October 06, 2026. On that date, Interactive Advisors started trading its own funds in a brokerage account trading this strategy. This portfolio was opened to client investments on October 06, 2026. All performance information on this page is actual performance of the Interactive Advisors proprietary account and presented “net of fees”. The actual performance chart is provided for informational purposes only, and should not be used as the basis for making an investment decision. Actual client returns will differ . Additional information on the risks, conflicts of interest, applicable brokerage commissions, fractional shares, and limitations on investments and divestments associated with this portfolio can be found here and on the Forms and Agreements page.

Aggressive capital growth with significantly higher risk than broad equity market. Investing in equities and concentrated portfolios and prepared to take substantial risk to achieve investment goals.

Sustainability-focused investors: If you believe environmental and social factors are material to long-term investment returns—and want your capital to support companies leading on these dimensions—this portfolio aligns your investments with those values. It suits investors who see ESG integration not as a sacrifice of returns but as a more complete risk assessment that traditional financial analysis alone misses. Diversified ESG exposure: Unlike portfolios focused on specific environmental technologies, Green Solutions takes a broader approach across companies and sectors demonstrating sustainability leadership. Holdings may span financial services firms developing sustainable finance products, corporations with strong ESG practices, and issuers of green bonds. Investors seeking targeted exposure to specific clean technologies (such as solar or batteries) should consider the sector-specific thematic portfolios; this portfolio emphasizes sustainability practices and capital allocation across diverse industries.

Research: The investment team utilises a proprietary multi-factor framework to identify companies contributing to environmental sustainability and the transition to a lower-carbon economy. Companies are assessed across dimensions of environmental innovation, economic relevance, and market positioning, with innovation leadership carrying the greatest weight in the evaluation. Sub-themes are scored to reflect their materiality within the broader sustainability landscape. Companies with cross-cutting contributions to multiple sustainability themes receive additional consideration. Approach: The portfolio follows a systematic, rules-based construction process. Each of the sustainable finance sub-themes is scored and normalized so their weights sum to 100%. Within each sub-theme, eligible stocks are ranked by both thematic relevance (based on ESG scores, green bond issuance, impact investment track records, and sustainable finance product offerings) and market capitalization, then assigned composite scores combining thematic rank and market cap rank. Final portfolio weights are calculated by multiplying each stock's within-sub-theme weight by its sub-theme's overall portfolio weight. The portfolio is rebalanced quarterly to reflect updated ESG assessments and sustainable finance activity. Allocation discipline: Holdings are selected from companies with substantive operational exposure to one or more environmental and sustainability themes. The portfolio is built to maintain diversified representation across identified sub-themes, with position sizing guided by thematic fit and fundamental quality. Concentration limits at the security level help ensure no single holding assumes an outsized role. The portfolio will typically carry higher exposure to environmental services, clean technology, and sustainable materials industries relative to broad market indices. Sell discipline: Sell decisions follow a quarterly rebalance schedule. At each cycle, all stocks are re-ranked based on updated thematic scores and market capitalizations. Positions falling below the 1% minimum weight after rebalancing are removed, while stocks no longer ranking among top holdings within their sub-theme may see reduced allocations or elimination. This systematic process ensures the portfolio continuously reflects the most current assessment of which companies are leading in sustainable finance and ESG practices. Exceptions: Stocks involved in corporate actions, such as mergers or acquisitions, may be sold or adjusted outside the regular rebalance cycle.

Capital reallocation at scale: This portfolio reflects a fundamental shift in how capital is allocated across the global economy. As institutional investors, governments, and individuals increasingly direct funds toward sustainability criteria, companies with strong ESG profiles gain access to lower-cost capital, while those lagging face higher financing costs and potential stranding of assets. The portfolio targets firms benefiting from this capital reallocation. Beyond exclusionary screening: Traditional socially responsible investing often focused on excluding "sin stocks." This portfolio takes a more comprehensive approach, emphasizing companies actively contributing solutions—whether through green bond financing of renewable projects, impact investments targeting measurable environmental outcomes, or sustainable finance innovations that embed climate risk into capital markets infrastructure. Systematic thematic weighting: A quantitative algorithm evaluates each sub-theme using technical innovation scores, economic impact assessments, and market structure analysis. Sub-themes demonstrating the strongest growth in capital flows and institutional adoption receive higher allocations, while individual stocks are weighted based on both thematic leadership rank and market capitalization, balancing sustainability leadership with financial scale.