Socially Responsible Investing
For those investors who desires to align their investment decisions with their views on the importance of preserving the environment and mitigating adverse climate effects, CFS offers portfolios that utilize sustainability funds from LPL Financial and Dimensional Fund Advisors that cover U.S. and international developed market equities. These funds place a large emphasis on consideration of greenhouse gas emissions, but they also consider land use, biodiversity, toxic spills and release, operational waste, and waste management.
The top contributors to greenhouse gas emissions can be underweighted or excluded from the portfolio. Separate consideration is given to potential emissions from reserves, as certain energy companies are particularly vulnerable to future regulations limiting the amount of fossil fuels that they can consume. Other environmental and social sustainabiltiy variables considered in excluding certain companies are factory farming, cluster munitions manufacturing, tobacco, and child labor.