Guest: Lacey Huebel, Head of Responsible Investment, North America and Senior Portfolio Manager and Vice President, Dimensional Fund Advisors

As part of Copper Leaf Financial’s focus on sustainable investing and sponsored by Vermont Businesses for Social Responsibility (VBSR), we present the first in a three-part series presented by Copper Leaf Financial on the topic of sustainable investing.

In “The Science of Sustainable Investing” we explore the evidence-driven approach to sustainable investing as it is practiced by Copper Leaf Financial Partner Dimensional Fund Advisors, a leading global investment firm. We discuss how to combine environmental scientific research and a robust investment philosophy with a goal to deliver meaningful outcomes and a sound investment experience.

Specifically, we cover:

• What is ESG and how does it differ from Sustainable investing?
• What do we know about the economics of climate change?
• What does climate science and the evolution of greenhouse gas emissions research tell us about the impact on asset pricing and investment choices?
• Does a growing demand for lower emissions impact expected returns?
• What key metrics can be used to measure the effectiveness of an approach to reducing greenhouse gas emissions and other factors?
• What about performance?

For over 15 years Dimensional has worked with scientists and field experts to develop broadly diversified, cost-efficient solutions to help investors pursue a good investment experience while targeting measurable environmental goals and aligning their money with their values.

More about Lacey Huebel

Lacey Huebel is Dimensional’s Head of Responsible Investment, North America, as well as a Senior Portfolio Manager and Vice President. She has been involved with the firm’s social and sustainable fixed income portfolios since their inception and manages a variety of fixed income strategies. Lacey frequently represents Dimensional on ESG matters with clients and at conferences. Previously, she managed fixed income reporting as part of Dimensional’s Investment Analytics and Data team.

Before joining Dimensional, Lacey was an analyst at PlanMember Financial Corporation. She is a CFA® charterholder and has two master’s degrees—an MS in mathematics from Kansas State University and an MA in applied mathematics from the University of California, Santa Barbara. She earned her BS from Texas State University, San Marcos.