IFA Index Portfolio 60: Green

Slightly Aggressive: Suitable for investors who have at least 10 years before needing approximately 20% of their investments and are willing to accept a moderate degree of volatility in order to achieve moderate portfolio growth.

Index DataRolling PeriodsTop Ten HoldingsReturns MatrixFact SheetHi/Lo ComparisonRisk/Return Calculator
Below are methods for implementing this level of risk. Due to differences, returns will vary from the IFA Index Portfolio (see here).
Taxable
Accts		IRA
Accts		Taxable &
IRA Accts		401k/403b
Plans		Socially
Responsible		Environmentally
Conscious		Core
Allocation		Diversified
Index Managers

IFA Environmentally Conscious Portfolios
General Asset
Class Allocation		Specific IFA Index
Allocation		Portfolio Account Index
Funds Allocation (Fund Symbols)		Number
of
Holdings**		Wtd Avg Mkt Cap (millions)**Wtd Avg Book-to
-Market**
28%US Large14.00%IFA US Large Company Index42.00%DFA US Sustainability Core Equity 1 (DFSIX)2,209$63,4040.62
14.00%IFA US Large Cap Value Index
14%US Small7.00%IFA US Small Cap Index
7.00%IFA US Small Cap Value Index
7%Real Estate7.00%IFA Real Estate Index7.00%DFA Global Real Estate Securities (DFGEX)322$9,7680.74
14%International7.00%IFA International Value Index21.00%DFA Int'l Sustainability Core Equity (DFSPX)2,266$35,2180.85
3.50%IFA International Small Company Index
3.50%IFA International Small Cap Value Index
7%Emerging Markets2.10%IFA Emerging Markets Index
2.10%IFA Emerging Markets Value Index
2.80%IFA Emerging Markets Small Cap Index
30%Fixed Income7.50%IFA One-Year Fixed Income Index7.50%DFA One-Year Fixed Income (DFIHX)nanana
7.50%IFA Two-Year Global Fixed Income Index7.50%DFA Two-Year Global Fixed Income (DFGFX)nanana
7.50%IFA Short Term Government Index7.50%DFA Short Term Government (DFFGX)nanana
7.50%IFA Five-Year Global Fixed Income Index7.50%DFA Five-Year Global Fixed Income (DFGBX)nanana
**As of December 31, 2011

   IFA Environmentally Conscious Index Portfolios
Environmental impact considerations seek to identify factors that the manager believes indicate whether or not a company, as compared to other companies with similar business lines, promotes sustainability by pursuing economic growth and development that meets the needs of the present without compromising the needs of future generations. A Portfolio may periodically modify its environmental impact considerations.

Relative to a portfolio without environmental impact considerations, a Portfolio will exclude or underweight securities of companies that, according to the Portfolio’s environmental impact considerations, may have a relatively negative impact on the environment as compared either to other companies in the Portfolio’s entire investment universe or other companies with similar business lines.

Examples of the types of considerations that are expected to be used to evaluate companies’ impact on the environment are as follows:

Negative Factors:

  • Agricultural chemicals: The company produces substantial amounts of agricultural chemicals, including pesticides.
  • Climate change: A substantial percentage of the company’s revenues relate, directly or indirectly, to the sale of coal or oil and their derivative duel products.
  • Hazardous waste: The company has incurred substantial liabilities, such as significant fines or civil penalties, for hazardous waste or waste management violations.
  • Ozone depleting chemicals: The company is a manufacturer of ozone depleting chemicals such as HCFC’s methyl chloroform, methylene, chloride, or bromines.
  • Regulatory problems: The company recently has incurred substantial fines or civil penalties for, or demonstrated a pattern of issues regarding, violations of air, water, or other environmental regulations.
  • Substantial emissions: The company exhibits markedly high emissions of toxic chemicals into the air and water from individual plants.
  • Regulatory problems: The company recently has incurred substantial fines or civil penalties for, or demonstrated a pattern of issues regarding, violations of air, water, or other environmental regulations.
  • Negative economic impact: The company’s actions have incited major controversies regarding the quality of life or property values in the community.
  • Other environmental concerns: The company has had material involvement in an environmental controversy not covered by other factors.

 

Positive Factors:

  • Beneficial products and services: The company earns substantial revenues through the development of innovative products with environmental benefits, including remediation products, environmental services, or products that promote the efficient use of energy.
  • Clean energy: The company has taken notable steps to reduce the impact of its operations on global climate change and air pollution through the use of renewable energy or other clean fuels or through the introduction of energy efficient programs or sale of products promoting energy efficiency.
  • Environmental management systems: The company has exhibited a strong commitment to environmental management systems through ISA 4001 certification and other voluntary programs.
  • Pollution prevention: The company has established strong pollution prevention programs, including those designed to cut both emissions and toxic uses.
  • Recycling: The company either uses a significant percentage of recycled materials in its manufacturing process, or is a major firm in the recycling industry.

  • Other strengths: The company has undertaken noteworthy environmental initiatives not covered by other factors.

 

 

IFA Index Portfolio 60: Green

Slightly Aggressive: Suitable for investors who have at least 10 years before needing approximately 20% of their investments and are willing to accept a moderate degree of volatility in order to achieve moderate portfolio growth.

Index DataRolling PeriodsTop Ten HoldingsReturns MatrixFact SheetHi/Lo ComparisonRisk/Return Calculator
Below are methods for implementing this level of risk. Due to differences, returns will vary from the IFA Index Portfolio (see here).
Taxable
Accts		IRA
Accts		Taxable &
IRA Accts		401k/403b
Plans		Socially
Responsible		Environmentally
Conscious		Core
Allocation		Diversified
Index Managers
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