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Separate Account Managers in Sustainable and Responsible Investing

Strategy Profile:
Loring Ward Global Portfolio Series Sustainability Defensive Download as PDF for Printing PDF Download

Jump to: About This Strategy | About The Company | Specific Screening Information by Category

About This Strategy - [Return to Top]

Assets Under Management (AUM): $0M (in US$ millions)

Required Minimum: --

Benchmark used: Blend: S&P500, MSCI EAFE, BofA ML US Trsy/Agcs AAA 1-3Yr

Strategy type: Balanced Strategys

Strategy description: Loring Ward’s Sustainability Investing Global Portfolio Series is designed to meet the needs of investors looking for investments that serve their values and beliefs. The Sustainability portfolios invest in the DFA US Sustainability Core 1 fund and the DFA International Sustainability Core 1 fund. These funds use Environmental Sustainability Ratings by Sustainable Holdings to increase exposure to companies that have high ratings for sustainable practices and reduce or eliminate exposures to companies with low ratings. The rating system evaluates companies on a defined set of environmental sustainability practices*.(*Source: Environmental Sustainability Ratings by Sustainable Holdings and Esty Environmental Partners) ______________________________________________________________________________________________________________________________________________________________________ The DFA Funds are sponsored by Dimensional Fund Advisors and distributed by DFA Securities LLC. Consider the investment objectives, risks, charges and expenses of the DFA Funds carefully before investing. The prospectus and if available, summary prospectus, contain this and other information about the DFA Funds. To obtain a prospectus, summary prospectus, additional information about the DFA Funds, or performance data current to the most recent month-end, please call Dimensional Fund Advisors collect at 512-306-7400. Please read the prospectus and summary prospectus carefully before investing. ______________________________________________________________________________________________________________________________________________________________________

Strategy web link: External Link


About The Company - [Return to Top]

Institution Name:
LWI Financial Inc. (“Loring Ward”)

Approach to Sustainable & Responsible Investment: LWI Financial Inc. (“Loring Ward”) is an investment adviser registered with the Securities and Exchange Commission. Securities transactions are offered through its affiliate, Loring Ward Securities Inc., member FINRA/SIPC. IRN B 13-064 (Exp 6/15)

Total AUM in SRI: $5.2M (in US$ millions)

Research conducted: Externally

Contact info:
10 Almaden Blvd. 15th Floor
San Jose, CA 95113
United States
Phone: (800) 366-7266
Web: http://www.loringward.com (Opens in a new window)


Specific Screening Information by Category - [Return to Top]


  • Climate / Clean Technology: Positive Investment - Reducing resource consumption: sustainable companies are efficient in their use of natural resources - particularly non-renewable resources and energy that contribute to global climate change.
  • Pollution / Toxics: Positive Investment - Reducing emissions of toxics and pollutants: companies that emit harmful chemicals, break environmental laws, or show wanton disregard for local environments are not performing sustainably.
  • Other Environmental: Positive Investment - Implementing proactive environmental management systems and initiatives: Embedding environmental thinking into the business structure maximizes sustainability thinking at every point, rather than only after the fact. Helping customers achieve sustainability: Thinking beyond the walls of the company to design products that reduce the environmental impacts during product use is a key aspect of sustainability.






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