Index Strategies
AT A GLANCE
The RAFI™ ESG Index strategy promotes sustainability, financial discipline, and gender diversity, while delivering the potential for added returns through a thoughtful smart beta approach.
ESG (Environmental, Social, and Governance) strategies offer an effective approach for investors who are seeking increased risk mitigation along with the integration of their sustainability and investment objectives. The RAFI ESG Index strategy helps investors achieve the dual objectives of sustainability and long-horizon outperformance by combining traditional ESG metrics with financial discipline and gender diversity measures and with the proven return engine of the Fundamental Index™ approach.
Research shows a positive link between strong financial discipline and increased returns. Financial discipline measures a firm’s commitment to generating sustainable long-term performance rather than making decisions to benefit managers in the short run. Research shows that more-diverse teams lead to better decision making and company performance.
Thoughtfully designed to deliver for investors
The RAFI ESG Index strategy
RAFI ESG INDICES
RESOURCES
RAFI Roadmaps provide the theoretical and empirical evidence behind the index strategy as well as current valuations and explain how the valuations translate into expected returns.
Factsheets provide information on recent performance, attribution, characteristics, country/sector weights, and top holdings.
PERFORMANCE SNAPSHOT
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