IA SRI

ESG Growth

Managed by IA SRI
Good ESG scoresLarge and mid cap growth stocks

The ESG Growth portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap growth stocks within the US equity market.

Portfolio risk score
Strategy Smart Beta
Management fee 0.11%
Min investment $100
Performance
Commentary

Performance

Last 30 days -8.9%
Last 90 days -3.2%
Last 365 days -13.7%
Since inception (annualized) 2.8%
2022 (YTD) -21.4%
2021 23.3%
2020 7.0%

Risk metrics (last 365 days)

Volatility 21.2%
Sharpe ratio -0.80
Sortino ratio -1.19
Maximum drawdown -23.9%
Value-at-risk (95%, 1 week) -4.9%

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Portfolio information

Research

A factor-based approach to portfolio construction is grounded in academic research. The goal is to achieve an alternative risk-return profile, which is more attractive than a simple capitalization-weighted index such as the S&P 500. Interactive Advisors has undertaken research and back-testing to decide on the fundamental factors and rules used to construct this portfolio.

Approach

The portfolio is constructed using a rules-based algorithm to determine position allocations. The investable universe includes the largest market capitalization companies that trade in the US stock exchanges and have above average ESG scores relative to their industry. We use third-party-provided ESG scores in our portfolio screening and construction process. The portfolio is rebalanced quarterly and stocks exhibiting attractive growth characteristics have a greater chance of being included.

Sell discipline

Sell decisions are based only upon the quarterly rebalance criteria: stocks sold are replaced by stocks with more attractive growth characteristics.

Exceptions

Positions in stocks undergoing corporate actions may be sold or adjusted.

IA SRI

About IA SRI

Interactive Advisors is a pioneer in online investing. Interactive Advisors offers a variety of portfolios, including the Socially Responsible Investing 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 with socially desirable products and services as well as the incorporation of ESG factors into investment decision-making, thus incentivizing better practices from the companies.

Portfolios are constructed using a rules-based approach and offered at a relatively low cost.

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 July 23, 2019. 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 July 19, 2019. 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.

The ESG variants of the Smart Beta and Asset Allocation Portfolios and the Socially Responsible Investing portfolios use an Environmental, Social and Governance (“ESG”) investment strategy. Such a strategy could limit the types and number of investment opportunities available to this portfolio, lead the portfolio to underperform a portfolio without an ESG focus or with a distinct ESG focus, and result in the portfolio investing in securities or industry sectors that underperform the market as a whole or foregoing opportunities to invest in securities that might otherwise be advantageous to invest in. Interactive Advisors could also be unsuccessful in creating a portfolio investing in stocks of companies or ETFs made up of companies that exhibit positive or favorable ESG characteristics and the ETF manager (or the provider of the index the ETF seeks to track) may not succeed in selecting issuers that exhibit positive or favorable ESG characteristics in constructing the ETFs.

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.

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