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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
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TermsDisclosuresIndex DescriptionsForm CRS The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.
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