Ocean Life
The Ocean Life Portfolio is designed to invest in companies that manage their water use and place value on ocean and marine life. We include in this portfolio companies that have waste management and recycling initiatives and controls and systems in place to avoid significant disasters that can impact ocean life.
Investment methodology
Research
chevron_rightWe use detailed third party data for business classification and Environmental Social and Governance (ESG) metrics in our portfolio screening and construction process. We use data from multiple vendors - one vendor that evaluates company disclosed data in annual reports, exchange filings and company websites, and another vendor that gleans information parsed from trade blogs, industry publications and social media using natural language processing and artificial intelligence algorithms. We seek to integrate the Sustainability Accounting Standards Board’s (SASB) materiality framework to find which ESG issues are likely to be material for companies in that industry.
We include companies that focus on the management of wastewater treatment and discharge, solid wastes and the impacts on ecosystems. We exclude from the final portfolio composition companies with increased levels of hazardous waste.
Approach
chevron_rightAllocation discipline
chevron_rightSell discipline
chevron_rightExceptions
chevron_rightStrategy
Socially Responsible Investing
Inception
Jul 17, 2020
Annualized return (inception)
11.30%
Portfolio risk score
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.
Management fee
0.20%
Minimum investment
$100
Estimate your costs
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.
Performance Chart
All performance information is of the Portfolio Manager account, net of management fees.
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 15, 2025.
Metrics
Performance
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.
| Last 30 days | 2.6% |
| Last 90 days | 4.4% |
| Last 365 days | 1.6% |
| Last 5 years | 57.9% |
| Since inception (Jul 17, 2020) | 75.6% |
| Since inception (annualized) | 11.3% |
| 2025 (YTD) | 7.2% |
| 2024 | 7.4% |
| 2023 | 15.7% |
| 2022 | -10.8% |
| 2021 | 22.6% |
Risk metrics (last 365 days)
The risk metrics table is only present for portfolios with more than a 365 day track record which is needed to meaningfully compute the summary risk metrics.
You can learn more here.
| Volatility | 17.5% |
| Sharpe ratio | -0.10 |
| Sortino ratio | -0.15 |
| Maximum drawdown | -20.6% |
| Value-at-risk (95%, 1 week) | -4.1% |
Manager
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.
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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 July 17, 2020. 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 17, 2020. 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.
Important information
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