IFA Index Portfolio 100 S2B2S2B2100IFA Index Portfolio 95 S2B2S2B295IFA Index Portfolio 90 S2B2S2B290IFA Index Portfolio 85 S2B2S2B285IFA Index Portfolio 80 S2B2S2B280IFA Index Portfolio 75 S2B2S2B275IFA Index Portfolio 70 S2B2S2B270IFA Index Portfolio 65 S2B2S2B265IFA Index Portfolio 60 S2B2S2B260IFA Index Portfolio 55 S2B2S2B255IFA Index Portfolio 50 S2B2S2B250IFA Index Portfolio 45 S2B2S2B245IFA Index Portfolio 40 S2B2S2B240IFA Index Portfolio 35 S2B2S2B235IFA Index Portfolio 30 S2B2S2B230IFA Index Portfolio 25 S2B2S2B225IFA Index Portfolio 20 S2B2S2B220IFA Index Portfolio 15 S2B2S2B215IFA Index Portfolio 10 S2B2S2B210IFA Index Portfolio 5 S2B2S2B25IFA Index Portfolio 0 S2B2S2B20
IFA Sustainable Portfolios icon

IFA Sustainable Portfolios

A Clear Alternative to a Brighter Tomorrow

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