AT A GLANCE
Designed for investors who seek Fundamental Index™ exposure and want to mitigate their exposure to high-emitting companies, the RAFI Fundamental Carbon Neutral Index strategy seeks to maintain carbon intensity at a level similar to the overall market.
The RAFI Fundamental Carbon Neutral Indices begin with the RAFI Fundamental Index™ and tilt constituent weights at each rebalance to be at or below the carbon-intensity levels of the market.
The RAFI Fundamental Index approach uses fundamental measures of company size to select and weight companies. The index strategy aims to deliver excess return versus a capitalization-weighted benchmark by severing the link between price and index weight, systematically rebalancing against the markets constantly shifting expectations and avoiding the trendy, popular and most expensive securities.
Thoughtfully designed to deliver for investors
The RAFI Fundamental Carbon Neutral Index Strategy
RAFI FUNDAMENTAL CARBON NEUTRAL
Factsheets provide information on recent performance, attribution, characteristics, country/sector weights, and top holdings.
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