Record of Outperformance

Since it began in 2008, our sustainable Global Equity Portfolio — powered by Dimensional funds — has outperformed relative to its MSCI All Country World Index ETF benchmark (after accounting for our fees).*

We attribute our success to rigorously following a science-driven approach to investing. While we operate independently from Dimensional, we are philosophically aligned with their long history of applying academic research in finance and serve as a founding member of the Dimensional Sustainability Council.

Please contact us to learn more or request our most recent performance data