Marketing Communication

Dimensional ESG Strategies

A climate-focused approach to ESG investing
Dimensional offers dedicated strategies that consider transparent environmental, social, and governance (ESG) characteristics while maintaining broad diversification, efficient cost management, and a focus on higher expected returns.
Data Driven
We use environmental data to identify issues we believe have the potential to impose significant external costs on future generations.
Learn More:
What Is the Social Cost of Carbon?
Climate Focused
Our approach to ESG investing focuses on the emissions that cause climate change.
Learn More:
The Sustainability Opportunity
Transparent Reporting
Our strategies are designed to provide a meaningful reduction in carbon footprint exposure.
Learn More:
ESG Reporting
Browse esg Solutions
We offer a variety of ESG solutions across global equity and fixed income markets, enabling investors to customise their global allocation while consistently applying sustainability criteria across a total portfolio.
View ESG Funds

Dimensional’s ESG Steering Committee works across firm ESG initiatives.


Dimensional’s approach to responsible investing is focused on building science-based solutions that allow clients to align their investment and sustainability goals. Dimensional’s ESG Steering Committee is a collaborative group that works across firm ESG initiatives to strategically coordinate and communicate Dimensional’s responsible investing initiatives with the goal of delivering an approach guided by science that meets investors’ goals.

Graphic showing ESG Steering Committee in middle circle connected to two boxes by arrows. Box on left is called Listening to Clients and has four bullets: Global Sustainability Councils, Institutional Survey, Global Advisor Survey, and Global Investor Survey. Box on right is called Addressing the Science and also has four bullets: network of researchers and academics, investment research committee, investment stewardship committee, and ESG data vendors.

Dimensional collaborates with some of the world’s leading consultants on ESG research, data, and education.

Photo of David Victor, University of California, San Diego, with bio that reads: David Victor is a professor of Innovation and Public Policy at the School of Global Policy and Strategy at UC San Diego Co-director of the campus-wide Deep Decarbonization Initiative. He serves as an Adjunct Professor of Climate, Atmospheric Science, and Physical Oceanography at the Scripps Institution of Oceanography. He also serves as a Senior Fellow at the Brookings Institution and Co-chair of the World Economic Forum’s Global Future Council on the Future of Energy Transition. Photo of Michael Gillenwater, Greenhouse Gas Management Institute, with bio that reads: Michael Gillenwater is Co-founder, Executive Director, and Dean of the Greenhouse Gas Management Institute. He has been the lead author of four Intergovernmental Panel on Climate Change (IPCC) reports over 20 years. He also served as a core advisor to the World Resources Institute and the World Business Council for Sustainable Development on revised edition of Greenhouse Gas Protocol. Photo of Lucian Bebchuk, Harvard Law School, with bio that reads: Lucian Bebchuk is the James Barr Ames Professor of Law, Economics, and Finance at Harvard Law School and Founding Director of the Program on Corporate Governance. He is an Elected Fellow of the American Academy of Arts and Sciences Research Associate; a research associate with the National Bureau of Economic Research; and Inaugural Fellow of the European Corporate Governance Institute; and Director of the SSRN Corporate Governance Network. Photo of Christian Leuz, University of Chicago Booth School of Business, with bio that reads: Christian Leuz is the Charles F. Pohl Distinguished Service Professor of Accounting and Finance at the University of Chicago Booth School of Business. He studies the role of disclosure and transparency in capital markets and other settings, including sustainability and ESG; the economic effects of regulation; international accounting; corporate governance and finance. He is a Research Associate at the National Bureau of Economic Research, a Research Fellow at the Center for Economic Policy Research and at the European Corporate Governance Institute, among others.

Dimensional’s ESG team combines dedicated personnel with integrated functions. More than 60 investment professionals contribute to ESG initiatives across our global offices.

Under Responsible Investment Leadership, first photo is Jim Whittington, head of responsible investment and senior portfolio manager, and second photo is Lacey Huebel, head of responsible investment, North America, and senior portfolio manager. Under Investment Stewardship Leadership, photo of Kristin Drake, chair of investment stewardship committee, head of investment stewardship group.

Meer informatie (in het Engels)

Brochure

12 Principles of Sustainable Investing

12 Principles of Sustainable Investing

Article

Do ESG Ratings Get High Marks?

Do ESG Ratings Get High Marks?

Article

Climate Change and Asset Prices

Climate Change and Asset Prices

Article

The Sustainability Opportunity

The Sustainability Opportunity

Article

What Is the Social Cost of Carbon?

What Is the Social Cost of Carbon?



ESG Reports

Present key sustainability metrics for the Dimensional ESG Funds, highlight the effectiveness of Dimensional's approach to reducing exposure to emissions.

Global Core Equity Lower Carbon ESG Screened Fund

Global Core Fixed Income Lower Carbon ESG Screened Fund

Emerging Markets Core Equity Lower Carbon ESG Screened Fund

 

Environmental and Social Vote Details and Rationale Report for Dimensional ESG Strategies

This report includes details on how Dimensional’s ESG Strategies voted on environmental and social proposals during the previous proxy year.

View the Report

 

Sustainability Related Disclosures

Provides sustainability-related disclosures pertaining to SFDR for Dimensional’s ESG fund range.

 

Disclosures

The Emerging Markets Core Equity Lower Carbon ESG Screened Fund, Global Core Equity Lower Carbon ESG Screened Fund, Global Core Fixed Income Lower Carbon ESG Screened Fund, Global Short Fixed Income Lower Carbon ESG Screened Fund, Global High Profitability Lower Carbon ESG Screened Fund, Global Targeted Value Lower Carbon ESG Screened Fund and World Equity Lower Carbon ESG Screened Fund (the "ESG Funds") promote sustainability in accordance with Article 8 of Regulation (EU 2019/2088) on sustainability related disclosures in the financial services sector (SFDR). The ESG Funds do not have sustainability investment as their objective but as part of the ESG Funds’ investment policy, the Investment Manager does take into account the sustainability impact associated with securities when making investment decisions for the ESG Funds. While the ESG Funds promote sustainability and the Investment Manager takes into account sustainability impact considerations, the ESG Funds’ investments are not evaluated against the EU criteria for environmentally sustainable economic activities and, therefore, the “do no significant harm” principle does not apply to the ESG Funds’ investments. Consider the investment objectives of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus, KID and KIID carefully before investing. Information on sustainability related disclosures in the financial services sector (SFDR) pursuant to Regulation (EU) 2019/2088 in relation to the promoted fund is available at www.dimensional.com/SFDR.


Any references herein to “sustainable” or “sustainability” do not indicate that the ESG Funds commit to make sustainable investments within the meaning of the Sustainable Finance Disclosure Regulation (SFDR). The ESG Funds may promote environmental and/or social characteristics but do not commit to make sustainable investments.

Diversification does not eliminate the risk of market loss.

Environmental and social screens may limit investment opportunities for the strategy.