Interactive Advisors · investment strategy
by Interactive Advisors
The Sustainable Product Lifecycle portfolio invests in companies that prioritize responsible practices across every stage of a product's journey, from sourcing raw materials to final delivery. Holdings are selected based on how well businesses address material quality, safety standards, and supply chain oversight, with an emphasis on environmental stewardship and ethical labor practices. By focusing on firms that embed these principles into their operations, this Socially Responsible Investing (SRI) portfolio seeks to align your investments with values that support both people and the planet. The result is a curated collection of companies working to balance profitability with meaningful accountability throughout their product lifecycles.
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.
“draws on detailed third-party ESG data to screen and construct the portfolio”
“Stocks involved in corporate actions, such as mergers or acquisitions, may be sold or adjusted outside the regular rebalance cycle”
“the explicit exclusion of companies tied to high water use, fossil fuels, greenhouse gas emissions, and hazardous waste”
“the total number of positions typically ranges from 20 to 100”
“Individual stock weights are generally kept below 10%”
“The entire portfolio is reviewed and rebalanced every quarter”
“Companies that score higher on the targeted SRI criteria receive larger allocations”
“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.
· : 0.86 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 1.03 (90%: 0.98 to 1.13)
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 Sustainable Product Lifecycle portfolio invests in companies that prioritize responsible practices across every stage of a product's journey, from sourcing raw materials to final delivery. Holdings are selected based on how well businesses address material quality, safety standards, and supply chain oversight, with an emphasis on environmental stewardship and ethical labor practices. By focusing on firms that embed these principles into their operations, this Socially Responsible Investing (SRI) portfolio seeks to align your investments with values that support both people and the planet. The result is a curated collection of companies working to balance profitability with meaningful accountability throughout their product lifecycles.
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.
Full product lifecycle advocates: If you want your investments to reflect the belief that responsibility extends across every stage of production, from sourcing raw materials to final delivery, this portfolio is designed to match that priority. Its focus on material quality, safety standards, and supply chain oversight means your capital is directed toward companies whose practices align with your expectations for accountability. Risk-conscious ESG investors: This portfolio applies multiple non-financial filters, including the explicit exclusion of companies tied to high water use, fossil fuels, greenhouse gas emissions, and hazardous waste. As a result, it may hold fewer names and carry more concentrated sector exposure than broadly diversified options. Investors should be comfortable with this trade-off in pursuit of a portfolio that reflects stronger sustainability standards.
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 that score higher on the targeted SRI criteria receive larger allocations, so the portfolio naturally tilts toward the strongest performers on environmental and social measures. The entire portfolio is reviewed and rebalanced every quarter to keep allocations aligned with the latest data. Allocation discipline: Holdings must meet the sustainability and quality filters outlined in the research process. Because these screens go beyond traditional financial measures, the portfolio may hold fewer names and carry higher sector concentration than a broadly diversified index. Individual stock weights are generally kept below 10%, and the total number of positions typically ranges from 20 to 100, depending on how many companies pass all screening criteria at any given time. Sell discipline: Sell decisions follow a quarterly rebalance schedule. At each cycle, the portfolio is systematically adjusted back to its target weights based on updated screening results, ensuring holdings continue to reflect the most current ESG and sustainability data. Exceptions: Stocks involved in corporate actions, such as mergers or acquisitions, may be sold or adjusted outside the regular rebalance cycle.
Full supply chain visibility: This portfolio targets companies that manage their entire product lifecycle, from sourcing through manufacturing and distribution. That means your investment supports businesses held to higher standards for quality, safety, and environmental responsibility at every stage. Values-driven stock selection: A systematic screening process evaluates companies using Environmental, Social, and Governance (ESG) data from multiple independent sources, including company filings and insights gathered through artificial intelligence. This rigorous approach helps ensure your portfolio reflects genuine stewardship practices, not just marketing claims. Disciplined quarterly refresh: Every quarter, the portfolio is rebalanced to align with updated SRI scores. This structured process keeps your holdings focused on the companies leading their industries in responsible production and environmental innovation.
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) | Better planet, Portfolios with the best risk adjusted returns, Top performing portfolios, Top performing socially responsible portfolios | 2026-10-09 | |
| ESG / responsible flag | Yes | 2026-10-09 | |
| Smart beta flag | No | 2026-10-09 | |
| Theme keywords (Interactive Advisors) | Material quality and safety, Supply chain management, Sustainable development | 2026-10-09 |
| Rebalancing (methodology text) | Annually |
| 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) | 15.60% | 2026-10-16 | |
| Calendar-year returns (live account) | 2021: 27.9% · 2022: -15.7% · 2023: 18.8% · 2024: 12.7% · 2025: 11.5% | 2026-10-09 | |
| Return since inception (annualized) (live account) | 15.50% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 146.20% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 9.64% | 2026-10-16 | |
| Return, last 30 days (live account) | -1.70% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | 25.18% | 2026-10-16 | |
| Return, last 365 days (live account) | 22.70% | 2026-10-09 | |
| Return, last 5 years (cumulative) (live account) | 60.80% | 2026-10-09 | |
| Return, last 90 days (live account) | -1.70% | 2026-10-09 | |
| Return, year to date (live account) | 18.50% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 1.03 | 2026-10-16 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -28.41% | 2026-10-16 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -10.72% | 2026-10-16 | |
| Maximum drawdown, last 365 days (live account) | -10.70% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | 0.66 | 2026-10-16 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | 1.18 | 2026-10-16 | |
| Sharpe ratio, last 365 days (live account) | 1.16 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | 1.82 | 2026-10-16 | |
| Sortino ratio, last 365 days (live account) | 1.92 | 2026-10-09 | |
| Value-at-risk 95% 1-week, last 365 days (live account) | -3.90% | 2026-10-09 | |
| Volatility since inception (Lighthorse, daily, live) | 19.59% | 2026-10-16 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 16.34% | 2026-10-16 | |
| Volatility, last 365 days (live account) | 17.00% | 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
