Why Macroclimate

Climate Risk Reduction

Higher Expected Returns

Science-Driven Investment Philosophy

U.S. Instability Protection Plan

Strong Research Partnerships

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Wealth Management

Donor Advised Funds

IRA or 401(K) Rollover

529 College Savings

Resources

Strategy Briefs

Macroclimate 50

Why Macroclimate

Climate Risk Reduction

Higher Expected Returns

Science-Driven Investment Philosophy

U.S. Instability Protection Plan

Strong Research Partnerships

Services

Wealth Management

Donor Advised Funds

IRA or 401(K) Rollover

529 College Savings

Resources

Strategy Briefs

Macroclimate 50

Portfolio Reports & Secure Document Sharing

Interactive graphical reports show performance, cash flow and asset allocation as of yesterday's close

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Investment advisory services offered through Macroclimate, LLC, a registered investment adviser.

Macroclimate has a strategic relationship with Dimensional Fund Advisors, LP ("DFA"), an SEC registered investment advisor. Macroclimate is a member of Dimensional’s Sustainability Council. As such, our input is solicited by Dimensional when it comes to decisions regarding how to appropriately incorporate sustainability factors into their fund strategies. There is no compensation given or received in connection with this activity.

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Macroclimate LLC does not guarantee the accuracy or completeness of information contained herein or that it will be current at all times. The Macroclimate 50 list has previously been provided publicly for personal, informational, and non-commercial use on the condition that it is unmodified and attributed to macroclimate.com. Data published by third-parties has not been verified by Macroclimate.

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Past performance is not indicative of future results. All investments involve potential risks, including loss of principal. For example, equities may decline in value due to both real and perceived general market, economic and industry conditions. Investing in the bond market is subject to certain risks, including market, interest rate, issuer, credit and inflation risk. Carbon-related investments (either long or short) are subject to both real and perceived political risks, which are unknowable, as well as unpredictable, potentially catastrophic changes in the physical world that might affect investor sentiment (either unfavorably or favorably). The information on this website, alone, should not be used to make an investment decision. No chart, graph, or other figure provided should be used to determine which investment strategy to implement or securities to buy, sell, or hold. Certain economic and market information contained herein has been obtained from published sources prepared by other parties, which in certain cases has not been updated through the current date. While such sources are believed to be reliable for the purposes used herein, the Firm does not assume any responsibility for the accuracy or completeness of such information.

Indices and proxies are for illustrative purposes only. Indices are presented merely to show general trends in the markets and are not intended to imply that the portfolio is benchmarked to the indices either in composition or level of risk. The indices are unmanaged, are not investable, have no expenses (i.e., are gross of fees) and reflect reinvestment of dividends and distributions. A variety of factors may cause an index to be an inaccurate benchmark or proxy for a particular asset class and does not reflect the actual investment strategy of any client portfolio or any of the Firm’s investment strategies.

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