Compare Macroclimate to others compliant with The Divest-Invest Pledge

Fossil Free sustainability funds are now available in three investment styles – factor, passive and active – and through various channels. Use this interactive tool to compare Macroclimate to "do-it-yourself" index funds.

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No funds match your criteria

DFA Emerging Markets Sustainability Core 1 Portfolio

Broadly Diversified Yes (Emerging Markets)
Factor Investing Yes
Assets Under Management $94M
Long-Term Expected Return Above Market
Fund Net Expense 0.65%
Investment Management Fee NA
Minimum Investment $200,000 (Macroclimate) or more (other Advisors)
Fossil Fuel Reserves 0.3%
Coal-Fired Power Plants 0%
Industrial Sustainability Yes (incl. Clean Energy)

DFA International Sustainability Core 1 Portfolio

Broadly Diversified Yes (Developed ex US)
Factor Investing Yes
Assets Under Management $954M
Long-Term Expected Return Above Market
Fund Net Expense0.35%
Investment Management Fee NA
Minimum Investment $200,000 (Macroclimate) or more (other Advisors)
Fossil Fuel Reserves 0.5%
Coal-Fired Power Plants 0.1%
Industrial Sustainability Yes (incl. Clean Energy)

DFA US Sustainability Core 1 Portfolio

Broadly Diversified Yes (US)
Factor Investing Yes
Assets Under Management $1.6B
Long-Term Expected Return Above Market
Fund Net Expense0.25%
Investment Management Fee NA
Minimum Investment $200,000 (Macroclimate) or more (other Advisors)
Fossil Fuel Reserves 0%
Coal-Fired Power Plants 0%
Industrial Sustainability Yes (incl. Clean Energy)

Etho Climate Leadership

Broadly Diversified No (<400 US Cos.)
Active Management Custom Index (Hybrid Passive/Active)
Passive Management Custom Index (Hybrid Passive/Active)
Assets Under Management $32M
Long-Term Expected Return Unknown
Fund Net Expense 0.47%
Investment Management Fee NA
Minimum Investment No Minimum
Fossil Fuel Reserves 0%
Coal-Fired Power Plants 0.3%
Industrial Sustainability Yes (incl. Clean Energy)

iShares MSCI ACWI Low Carbon

Broadly Diversified Yes (Global)
Passive Management Yes (Screened Index)
Assets Under Management $533M
Long-Term Expected Return Market +/- Tracking Error
Fund Net Expense 0.20%
Investment Management Fee NA
Minimum InvestmentNo Minimum
Fossil Fuel Reserves 1.9% (not compliant)
Coal-Fired Power Plants 0.6% (not compliant)

Macroclimate Global Equity Portfolio

Broadly Diversified Yes (Global)
Digital Platform Yes
Tailored to My Goals & Risk Profile Yes (Personalized Stock/Bond Mix)
Factor Investing Yes
Assets Under Management $110M
Long-Term Expected Return Above Market
Fund Net Expense 0.31%
Investment Management Fee .25-1%
Minimum Investment $200,000
Fossil Fuel Reserves 0.2%
Coal-Fired Power Plants 0%
Industrial Sustainability Yes (incl. Clean Energy)

Vert Global Sustainable Real Estate Fund

Broadly Diversified Yes (100 REIT Cos.)
Passive Management Yes (Screened Index)
Assets Under Management $11M
Long-Term Expected Return Market +/- Tracking Error
Fund Net Expense 0.5%
Investment Management Fee NA
Minimum Investment No minimum, or via personalized Macroclimate portfolio
Industrial Sustainability Yes (Energy Efficiency)

Click on any fund name to view stock ticker and latest fund details from third-party data provider, Morningstar.

Macroclimate provides this tool for informational purposes only and should not be considered as personalized investment advice or a recommendation of any particular strategy or investment product.

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