Investing with Purpose: Aligning Social Values and Financial Goals
Dimensional’s Isabelle Williams and Daniel Luque discuss our systematic approach to values-based investing, and how we work with institutions to achieve better outcomes for stakeholders.
Disclosures
This information is provided for registered investment advisors and institutional investors and is not intended for public use. Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks, and charges and expenses of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus carefully before investing. Prospectuses are available by calling Dimensional Fund Advisors collect at (512) 306-7400 or at dimensional.com. Dimensional funds are distributed by DFA Securities LLC.
There is no guarantee strategies will be successful. Environmental and social screens may limit investment opportunities. Diversification neither assures a profit nor guarantees against loss in a declining market.
Risks include loss of principal and fluctuating value. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.
All expressions of opinion are subject to change. This content is distributed for informational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services.