Sustainability Without Compromise

Investors are increasingly conscious of how business practices may impact the environment and, in turn, future generations. As a result, many investors are interested in how to align their sustainability values with their investment goals. At TCI, we partner with Dimensional to provide an investment strategy based on the idea that investors who wish to accomplish this dual objective should not have to forfeit sound underlying investment principles.

Our investment strategy uses a data-driven approach to evaluate companies on a focused set of sustainability issues whose impact can be readily measured and reported. The primary sustainability consideration of this approach is environmental impact from company emissions, including greenhouse gas emissions and potential emissions from fossil fuel reserves. The strategies also seek to reduce exposure to a select list of other key sustainability considerations.

Sustainable Core Screens

  • 1

    Greenhouse Gas Emissions

  • 2

    Factory Farming

  • 3

    Toxic Spills and Releases

  • 4

    Chemical Emissions

  • 5

    Environmental Regulatory Problems

  • 6

    Waste Management

Investors are increasingly conscious of how business practices may impact the environment and, in turn, future generations. As a result, many investors are interested in how to align their sustainability values with their investment goals. At TCI, we partner with Dimensional to provide an investment strategy based on the idea that investors who wish to accomplish this dual objective should not have to forfeit sound underlying investment principles.

Growth of Wealth

4/1/2008 - 8/31/2019

  • DFA US Sustainability Core Portfolio (2.8.1)

  • DFA US Core Equity Portfolio Class (2.8.1)

  • 3.0
  • 2.5
  • 2.0
  • 1.5
  • 1.0
  • 2008
  • 2010
  • 2012
  • 2014
  • 2016
  • 2018
  • 2019

* Post performance is no guarantee of future results and current performance maybe higher or lower than the performance shown.

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To learn more about aligning your investments to make a social impact, reach out to us today.

(877) 733-1859

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