Pure Water SRI Portfolio (Water & Pollution Control)

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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Pure Water invests in companies that take meaningful steps to manage water resources responsibly and limit contamination and toxic waste. The portfolio centers on businesses that handle wastewater treatment effectively, protect surrounding ecosystems, and support community access to clean water. Built within a Socially Responsible Investing (SRI) framework, it offers investors a way to direct capital toward organizations that prioritize environmental responsibility alongside their business operations. Each holding reflects a demonstrated commitment to reducing pollution and promoting healthier water systems.

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: Designed for investors committed to environmental stewardship, this portfolio prioritizes companies with a proven track record in water management, ecosystem conservation, and low environmental risk using Socially Responsible Investing (SRI) principles. Environmental impact seekers: Investors passionate about reducing industrial contamination and protecting natural water systems will find a concentrated portfolio built around companies that demonstrate measurable environmental accountability. Systematic responsible investors: For those who prefer a disciplined, rules-based approach to responsible investing without the need for individual research, this portfolio's systematic process and regular rebalancing handle the heavy lifting for you.

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 position sizes. Allocations give greater weight to companies that score highest on the relevant SRI criteria related to water management and pollution control. Every quarter, the portfolio is rebalanced to stay aligned with its target allocations. Allocation discipline: The portfolio holds companies that pass the environmental and water-related screening criteria described in the Research section. Because these specialized filters extend beyond traditional financial measures, the number of holdings may be smaller and sector concentration higher than in broadly diversified portfolios. Individual stock weights generally remain below 10%, and the total number of positions typically ranges from 20 to 100. Sell discipline: Sell decisions are guided entirely by the quarterly rebalancing process. At each rebalance, the portfolio adjusts its holdings back to the target weights established by the systematic screening model. Exceptions: Positions affected by corporate actions, such as mergers or acquisitions, may be sold or adjusted outside the regular rebalancing schedule.

Targeted water stewardship focus: This portfolio gives you direct exposure to companies at the forefront of clean water initiatives and environmental protection, aligning your investments with one of the most pressing global challenges of our time. Multi-source research rigor: Stock selection draws on independent data sources, including providers that use artificial intelligence to scan trade publications and social media, offering a more complete view of each company's environmental track record. Systematic, rules-based discipline: A quantitative framework drives every allocation decision and quarterly rebalance, removing emotional bias and keeping your portfolio consistently aligned with its water-focused mission.