IFA Sustainable Index Portfolio 100
IFA Sustainable Index Portfolio 75
IFA Sustainable Index Portfolio 50
IFA Sustainable Index Portfolio 25
IFA SUSTAINABLE PORTFOLIOS:
An Idea Whose Time Has Come
Accomplishing investment goals and incorporating sustainability values need not be mutually exclusive. IFA Sustainable portfolios provide investors an opportunity to achieve their long-term investment goals through a broadly diversified strategy focused on higher expected returns while addressing environmental issues and concerns.
IFA Sustainable portfolios provide:
- A diversified, low cost, science-based approach designed to maximize expected returns for the risk taken.
- Mutual Funds that systematically evaluate company sustainability metrics across all major industries.
- Emphasis on investing in companies that act in more environmentally sound ways than their industry counterparts.
- Broad diversification while underweighting or excluding companies based on key environmental and social considerations.
SUSTAINABILITY CONSIDERATIONS:
The mutual funds used in IFA’s Sustainable Portfolios utilize the research-informed criteria below to derive exclusions and weightings to emphasize companies with better sustainability profiles.
Variables
Climate Change
- Greenhouse gas emissions intensity
- Potential emissions from reserves
Environmental
- Land use and biodiversity
- Toxic spills and releases
- Operational waste
- Water management
- Coal
- Palm oil
- Factory farming
Social
- Land mines and cluster munitions
- Tobacco
- Child Labor
- Civilian Firearms
IFA’s Sustainable Portfolios are constructed using funds managed from Dimensional Fund Advisors. Dimensional’s sustainability solutions target specific environmental goals within a robust investment framework designed for higher expected returns.
For more information on Dimensional’s approach to sustainable investing see dimensional.com