Interactive Advisors · investment strategy
by Interactive Advisors
The Racial Equality Portfolio invests in companies that demonstrate a strong commitment to equal rights and racial and ethnic diversity across their organizations. This values-driven portfolio selects businesses that foster inclusive workplaces, practice fair hiring, and create development opportunities for people of all backgrounds. By focusing on companies that prioritize nondiscrimination and equitable treatment, the portfolio aims to align your investments with the belief that diverse, fair-minded organizations can be strong, sustainable businesses.
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.
“The investment team 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 rebalance cycle.”
“The portfolio generally holds between 20 and 100 positions”
“with individual stock weights typically kept below 10%”
“The portfolio is rebalanced quarterly”
“Companies may be removed if their racial equality and inclusion scores fall below the portfolio's thresholds”
“Companies receive allocations based on how well they score on Socially Responsible Investing (SRI) criteria related to racial equality and inclusion”
“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.
· : 0.79 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 1.00 (90%: 0.91 to 1.10)
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 Racial Equality Portfolio invests in companies that demonstrate a strong commitment to equal rights and racial and ethnic diversity across their organizations. This values-driven portfolio selects businesses that foster inclusive workplaces, practice fair hiring, and create development opportunities for people of all backgrounds. By focusing on companies that prioritize nondiscrimination and equitable treatment, the portfolio aims to align your investments with the belief that diverse, fair-minded organizations can be strong, sustainable 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.
Equality-driven investors: If racial equity is a priority in your investment decisions, this portfolio directs your capital toward companies evaluated for their inclusion policies and equal-opportunity hiring practices. Socially responsible allocators: For investors seeking a Socially Responsible Investing (SRI) approach, this portfolio uses rigorous Environmental, Social, and Governance (ESG) screening to select companies that prioritize fairness and equality alongside their business goals. Transparency-focused investors: If knowing exactly what you own matters to you, this portfolio provides direct ownership of individual shares in companies advancing workplace fairness, with full visibility into every position.
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 holding is weighted. Companies receive allocations based on how well they score on Socially Responsible Investing (SRI) criteria related to racial equality and inclusion. The portfolio is rebalanced quarterly to keep holdings aligned with these standards. Allocation discipline: The portfolio holds companies that meet the research criteria described above, with individual stock weights typically kept below 10%. Because the selection process applies several values-based filters beyond traditional financial measures, the number of holdings and sector mix may differ from broadly diversified portfolios. The portfolio generally holds between 20 and 100 positions, and this count may shift over time as companies' racial equality and inclusion practices improve or deteriorate relative to the screening thresholds. Sell discipline: Sell decisions follow the quarterly rebalance schedule rather than short-term market signals. Each quarter, the portfolio is adjusted based on updated screening results. Companies may be removed if their racial equality and inclusion scores fall below the portfolio's thresholds or if other companies demonstrate stronger performance on these criteria. Exceptions: Positions in stocks affected by corporate actions, such as mergers or acquisitions, may be sold or adjusted outside the regular rebalance cycle.
Full portfolio transparency: You own individual shares in companies selected for their racial equality and fair employment practices, so you can see exactly where your money is invested. Research-backed selection: The portfolio draws on multiple data sources, including company filings and AI-powered analysis of industry publications, to surface companies with strong records on inclusion and fair treatment. Disciplined portfolio construction: A quantitative framework scores and weights each holding on key fairness and inclusion criteria, typically resulting in 20-100 positions that prioritize values alignment. The portfolio is rebalanced quarterly to maintain focus on its equality-driven mission.
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 | 2026-10-09 | |
| ESG / responsible flag | Yes | 2026-10-09 | |
| Smart beta flag | No | 2026-10-09 | |
| Theme keywords (Interactive Advisors) | Equal rights, Racial and ethnic diversity | 2026-10-09 |
| Rebalancing (methodology text) | rebalanced quarterly | 2026-10-09 |
| 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) | 12.41% | 2026-10-16 | |
| Calendar-year returns (live account) | 2021: 21.9% · 2022: -12.5% · 2023: 18.2% · 2024: 10.4% · 2025: 7.7% | 2026-10-09 | |
| Return since inception (annualized) (live account) | 12.40% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 107.50% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 3.76% | 2026-10-16 | |
| Return, last 30 days (live account) | 0.90% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | 19.29% | 2026-10-16 | |
| Return, last 365 days (live account) | 15.80% | 2026-10-09 | |
| Return, last 5 years (cumulative) (live account) | 52.80% | 2026-10-09 | |
| Return, last 90 days (live account) | 1.30% | 2026-10-09 | |
| Return, year to date (live account) | 15.20% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 1.00 | 2026-10-16 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -22.15% | 2026-10-16 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -11.18% | 2026-10-16 | |
| Maximum drawdown, last 365 days (live account) | -11.20% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | 0.56 | 2026-10-16 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | 0.94 | 2026-10-16 | |
| Sharpe ratio, last 365 days (live account) | 0.78 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | 1.43 | 2026-10-16 | |
| Sortino ratio, last 365 days (live account) | 1.25 | 2026-10-09 | |
| Value-at-risk 95% 1-week, last 365 days (live account) | -3.70% | 2026-10-09 | |
| Volatility since inception (Lighthorse, daily, live) | 17.37% | 2026-10-16 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 15.38% | 2026-10-16 | |
| Volatility, last 365 days (live account) | 15.90% | 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
