Green Solutions

Name: Green Solutions
Brand: Interactive Advisors
Price: 100.00 USD
Availability: InStock

IA 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.

Portfolio insights

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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.

Investment suitability
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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.

Methodology
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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.

Strategy

Stocks

Inception

Oct 06, 2026

Annualized return (inception)

-

Portfolio risk score

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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.

Management fee

0.20%

Minimum investment

$100

Estimate your costs info

Cost calculator
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All costs shown are estimated and consist of the annual management fee applicable to the specific portfolio displayed. We compute the annual management fee applicable to your investments daily and charge it to you monthly in arrears or in conjunction with a withdrawal.

On a daily basis, the applicable fee associated with each portfolio you invest in will be applied to the end-of-day gross market value of your investment in that portfolio and the resulting amount will be divided by 365. At the end of each month, you will be charged a fee made up of the sum of all daily fees calculated during that month for each portfolio investment. The more assets you invest in a given portfolio with us, the higher the amount of the annual fee charged to you.

No trading commissions apply to trading in any of the portfolios due to the IBKR-LITE commissions structure we have selected for all of your clients. For portfolios including ETFs, additional expense ratios will need to be paid to the ETF issuer and they are not included in this calculation.

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Green Solutions

IA Thematic

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Performance Chart

All performance information is of the Portfolio Manager account, net of management fees. info

Performance note
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All performance information is of the Portfolio Manager account net of management fees, and not of any investing client accounts.

Actual client returns will differ based on client-specified security exclusions, client cash flow behavior (investments and divestments), and trading restrictions placed on client accounts by brokerage.

The management fees applicable to Interactive Advisors proprietary portfolios are actually charged to the Interactive Advisors accounts managing those portfolios, whereas the management fees applicable to Portfolio Manager portfolios are applied retroactively as simulated fees to the Portfolio Manager account returns (as Interactive Advisors does not manage or control these accounts) for purposes of this net-of-fees performance presentation only.
Performance, composition and volatility could vary significantly from that of the benchmark(s), which are provided for illustrative purposes only.

This information was calculated up to Oct 14, 2026.

Metrics

Performance info

Portfolio data - performance table
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The performance table shows the returns over various time periods, including the time periods that are clickable on the chart, calendar years and also the Since inception (annualized) performance which is the year over year growth rate of portfolio asset value.

Since inception (Oct 06, 2026) -1.7%

2026 (YTD) -1.7%

Manager

IA Thematic

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.

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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.

Important information
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The actual performance of the manager account displayed on this page is based on the performance of an Interactive Advisors proprietary account invested using this strategy and is calculated by Interactive Advisors on a daily time-weighted basis, including cash, dividends and earnings distributions. The actual performance for this portfolio is presented “net of fees” and reflects the deduction of the Interactive Advisors advisory fee, Interactive Brokers LLC brokerage and other commissions (when commissions were charged) and expenses that a client has to pay if he invests in this portfolio after the launch date, but not any fees clients must separately pay the issuers of any ETFs.

We rely on mathematical formulas, computer programs, and pricing information from third-party vendors (e.g., Refinitiv Worldscope database) to provide these returns. Neither Interactive Advisors nor any of its data or content providers shall be liable for any errors in this information or any actions taken by you in reliance upon this information.

None of the performance information displayed on this page is based on the actual performance of any Interactive Advisors client account investing in this portfolio. The performance in an Interactive Advisors client account invested in this portfolio may differ (i.e., be lower or higher) from the performance of the account managing this portfolio and portrayed on this page based on a variety of factors, such as trading restrictions imposed by the client (resulting in different account holdings), time of initial investment, amount of investment, frequency and size of cash flows in and out of the client account, applicable brokerage commissions (when commissions were charged), and different corporate actions. Clients investing in this portfolio may view the actual performance of their investment in this portfolio by logging into their Interactive Advisors account and reviewing their customized dashboard.

Not all transactions underlying the performance information displayed on this page will appear in accounts due to Interactive Advisors’ trading rules and individual client constraints. Eligibility of these securities is monitored periodically, and may change over time. Actual client investment holdings may vary.

Clients may restrict any of the securities traded in their account, but should note that any restrictions they place on their investments could affect the performance of their account leading it to perform differently, worse or better, than (a) the above-portrayed account managing the portfolio or (b) other client accounts invested in the same portfolio.

All graph data is as of the end of day for the referenced period, unless otherwise specified. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Interactive Advisors, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.

Interactive Advisors’ management of this portfolio and some of the information on this page relies on data from third-party sources, including third parties providing the model portfolio strategy or ESG score information, as applicable. While Interactive Advisors believes that the data it uses in its investment management processes is obtained from reliable sources, it did not audit or validate this data, which may contain errors.

Benchmark returns displayed in the performance graph upon selection are provided for illustrative purposes only and have been calculated by Interactive Advisors using daily adjusted close prices and include dividend income. Benchmarks available for display are selected based on overall strategy, trade history and other criteria. If you choose to display benchmark returns in the performance graph, be mindful of the fact that the performance, composition and volatility of the portfolio could vary significantly from that of the benchmark(s) available for display. There can be no assurance that a benchmark will remain appropriate over time and Interactive Advisors will periodically review the benchmark’s appropriateness and decide to use other benchmarks if appropriate. More information here. Interactive Advisors uses only investable ETFs as benchmarks. Investable ETF returns reflect the deduction of (i.e., are net of) management fees, transaction costs and expenses.

Transaction history is available upon request. Portfolio classifications are provided by Interactive Advisors, and are intended to serve as a general guide.

In addition to Interactive Advisors' management fees, clients will also be charged management fees and other expenses (custodian fees, brokerage commissions, and legal and accounting fees) by ETF issuers if the portfolio contains ETFs.

Quarterly, monthly or more frequent rebalances in this portfolio (as applicable) will result in numerous transactions in many or all the stocks or ETFs in the portfolio and the client accounts invested in this portfolio. Clients could be required to report some or all of these periodic rebalance trades on their tax forms. Clients should consult an accountant or tax attorney on tax matters as Interactive Advisors does not provide tax advice or prepare tax documents for its clients. Interactive Brokers LLC provides certain tools to assist you with your tax filings, but these tools may only be able to support a limited number of trades.

How we trade
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Interactive Advisors manages this portfolio by trading its own funds in a separate firm-owned brokerage account and replicating this trading in the accounts of investing clients as follows:

Interactive Advisors initially funds and trades a fixed amount of its own funds in a separate brokerage account associated with this portfolio based on internally generated data;

Interactive Advisors replicates the trading in this brokerage account in the accounts of clients investing in this portfolio in order to implement its replication-based investment process; and

Based on internally generated data, Interactive Advisors periodically rebalances this portfolio to maintain target allocations, resulting in rebalancing transactions in investing clients’ accounts.

How to invest
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To invest in this portfolio, Interactive Advisors clients must:

Sign an Investment Management Agreement with and become clients of Interactive Advisors;

Consent to trading with another Interactive Brokers LLC client who is a liquidity provider in order to be able to buy and sell fractions of ETF shares and stocks, which do not trade on the open market. Interactive Advisors clients may revoke this consent at any time but, if they do, they will no longer be able to invest in this portfolio. (Clients can see these fractional trades with the liquidity provider listed and identified on the periodic activity statements they receive from Interactive Brokers LLC); and

Obtain the minimum risk score required for each portfolio and acknowledge certain risk disclosures.

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Covestor Ltd, also known and doing business as Interactive Advisors, is an Interactive Brokers Group Company. It is an investment advisor registered with and regulated by the Securities and Exchange Commission under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. Interactive Advisors is not registered in any jurisdiction outside the United States. This website is for informational purposes only and is not intended to be a solicitation or advertisement in any jurisdiction other than the United States. See important Terms of Use and our Privacy Policy Notice on our Forms and Agreements page.

Your trades are executed by Interactive Brokers LLC, a member of the Securities Investor Protection Corporation (SIPC) open_in_new. That means your assets are protected up to $500,000 in value, including $250,000 in any cash awaiting reinvestment. Please take appropriate professional advice before making any investment decisions. Past performance is no guarantee of future results.

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