IFA Sustainable Index Portfolio 100
IFA Sustainable Index Portfolio 75
IFA Sustainable Index Portfolio 50
IFA Sustainable Index Portfolio 25


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.


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.


Climate Change

  • Greenhouse gas emissions intensity
  • Potential emissions from reserves


  • Land use and biodiversity
  • Toxic spills and releases
  • Operational waste
  • Water management
  • Coal
  • Palm oil
  • Factory farming


  • 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