Environmental, social and governance investing.

ESG investing is a choice that should not have to come at the expense of sound investment principles. My goal in designing ESG integrated strategies is to address the issues important to investors and plan sponsors while still providing broad diversification and an emphasis on securities with higher expected returns. ESG investing reduces legal and regulatory risk, improves profitability, expresses our values, and enhances the potential for long-term, sustainable investment returns.

The Evolution of Sustainability Investing

The following white paper describes the evolving views around sustainability investing and presents a suggested approach designed to address the current needs of sustainability-focused investors.

Download White Paper

To view reports on the environmental and social performance of two mutual funds we typically utilize in our portfolios, please see the links below:

DFA US Sustainability Core Portfolio

DFA International Sustainability Core Portfolio

Proxy Voting Summary Sustainability Funds