Why Macroclimate

Climate Risk Reduction

Higher Expected Returns

Science-Driven Investment Philosophy

U.S. Instability Protection Plan

Strong Research Partnerships

Services

Wealth Management

Donor Advised Funds

IRA or 401(K) Rollover

529 College Savings

Resources

Strategy Briefs

IPO Diversification Analysis

Macroclimate 50

Why Macroclimate

Climate Risk Reduction

Higher Expected Returns

Science-Driven Investment Philosophy

U.S. Instability Protection Plan

Strong Research Partnerships

Services

Wealth Management

Donor Advised Funds

IRA or 401(K) Rollover

529 College Savings

Resources

Strategy Briefs

IPO Diversification Analysis

Macroclimate 50

Portfolio Reports & Secure Document Sharing

Interactive graphical reports show performance, cash flow and asset allocation as of yesterday's close

Contact Client Services for login credentials.

Macroclimate®415-723-9695info@macroclimate.com

Investment advisory services offered through Macroclimate, LLC, a registered investment adviser.

Dimensional Fund Advisors offers its funds to individual investors through a select group of investment advisors. Macroclimate, an SEC-registered fee-only fiduciary advisor, operates independently from Dimensional and doesn’t receive commissions or financial incentives of any kind for recommending Dimensional funds. We do so because: 1) our investment beliefs are well aligned with Dimensional; and 2) We believe Dimensional funds offer a way to attain broadly-diversified low carbon portfolios at low cost. If you want more information about Dimensional’s ESG criteria, contact us.

This website has been prepared by Macroclimate, LLC (“Firm”) for informational and discussion purposes only and involves the views and judgement of the Firm’s financial professionals that cannot be guaranteed and are subject to change without notice. The information on this website does not constitute an offer to sell or a solicitation of an offer to buy any securities and may not be relied upon in connection with any offer or sale of securities. The information contained herein should not be construed as legal or tax advice.

Macroclimate LLC does not guarantee the accuracy or completeness of information contained herein or that it will be current at all times. The Macroclimate 50 list has previously been provided publicly for personal, informational, and non-commercial use on the condition that it is unmodified and attributed to macroclimate.com. Data published by third-parties has not been verified by Macroclimate.

Projections and forward-looking statements regarding estimated investment outcomes are based on assumptions that we believe are reasonable at this time. However, actual results may vary materially from stated expectations, and we make no guarantees of the future performance of an investment in our Funds or any of those described on this website.

Past performance is not indicative of future results. All investments involve potential risks, including loss of principal. For example, equities may decline in value due to both real and perceived general market, economic and industry conditions. Investing in the bond market is subject to certain risks, including market, interest rate, issuer, credit and inflation risk. Carbon-related investments (either long or short) are subject to both real and perceived political risks, which are unknowable, as well as unpredictable, potentially catastrophic changes in the physical world that might affect investor sentiment (either unfavorably or favorably). The information on this website, alone, should not be used to make an investment decision. No chart, graph, or other figure provided should be used to determine which investment strategy to implement or securities to buy, sell, or hold. Certain economic and market information contained herein has been obtained from published sources prepared by other parties, which in certain cases has not been updated through the current date. While such sources are believed to be reliable for the purposes used herein, the Firm does not assume any responsibility for the accuracy or completeness of such information.

Indices and proxies are for illustrative purposes only. Indices are presented merely to show general trends in the markets and are not intended to imply that the portfolio is benchmarked to the indices either in composition or level of risk. The indices are unmanaged, are not investable, have no expenses (i.e., are gross of fees) and reflect reinvestment of dividends and distributions. A variety of factors may cause an index to be an inaccurate benchmark or proxy for a particular asset class and does not reflect the actual investment strategy of any client portfolio or any of the Firm’s investment strategies.

Please refer to our Terms of Service, Privacy Policy, Form CRS, and Business Continuity Policy.

© Macroclimate®. All rights reserved. Box 7775 #20915, San Francisco CA 94120 USA