Mindful Business Models ESG Low-Carbon Transition

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 Mindful Business Models portfolio invests in companies that weave Environmental, Social, and Governance (ESG) principles into their long-term planning and daily operations. It emphasizes businesses actively transitioning toward low-carbon and climate-friendly practices, led by management teams that proactively address regulatory and ethical responsibilities. By pairing business model resilience with responsible corporate behavior, this portfolio offers investors a way to align their capital with companies striving to create lasting value for shareholders and the broader world.

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.

Ethics-first allocators: Investors who want their capital directed toward companies with strong ethical and sustainability track records will appreciate this portfolio's SRI framework, which prioritizes holdings that score well on ESG criteria, naturally tilting away from industries that typically fall short of those standards. Because the portfolio applies multiple non-financial filters, it may carry more concentrated sector exposure than broadly diversified options. This suits investors comfortable with that trade-off in exchange for a focused, sustainability-oriented strategy. Climate-conscious investors: If your investment priority is supporting companies that are actively transitioning to low-carbon operations and embedding climate-friendly practices into their business models, this portfolio is designed around that conviction. Its focus on carbon management and environmental responsibility means your capital is aligned with businesses working to address climate change, not just those avoiding the worst practices.

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 each position is sized. Companies that score higher on Socially Responsible Investing (SRI) criteria receive larger allocations, rewarding stronger ESG performance with greater representation. The portfolio is rebalanced every quarter to keep holdings aligned with the latest data and scoring results. Allocation discipline: Holdings are selected from companies that pass the research filters described above. Because several of these filters prioritize ESG and ethical criteria rather than purely financial measures, the portfolio may hold fewer names and carry higher sector concentration than broadly diversified alternatives. Individual stock weights are generally kept below 10%, and the total number of holdings typically ranges from 20 to 100, depending on how many companies meet the screening requirements at any given time. Sell discipline: Sell decisions follow the quarterly rebalance cycle. Each quarter the portfolio is reviewed and adjusted back to its target weights using updated SRI scores, ensuring that holdings continue to reflect the most current ESG data. Exceptions: Stocks involved in corporate actions, such as mergers, acquisitions, or spinoffs, may be sold or adjusted outside the regular rebalance schedule.

Values-aligned ownership: You invest directly in companies that actively reduce carbon emissions and support climate-friendly practices, so your portfolio reflects your personal commitment to a more sustainable economy. Disciplined quantitative framework: A scoring model evaluates each holding on Socially Responsible Investing (SRI) metrics and rebalances quarterly, removing emotional bias and keeping the portfolio consistently aligned with its Environmental, Social, and Governance (ESG) criteria. Multi-source research depth: The selection process draws on data from multiple independent vendors, combining company-disclosed filings with insights gathered through advanced text-analysis and AI tools, giving you a more complete picture of each holding's sustainability practices.