The Impact Portfolio

Investing for Impact

In today’s global economy, many people want to align their investment portfolio assets with their values.

Vista’s new Impact Portfolio offers investors an opportunity to pursue environmental sustainability goals while maintaining sound investment principles.

Starting with the Optimal Portfolio, the Impact Portfolio considers your objectives, time horizon, and ability to assume risk and incorporates the considerations of sustainability-minded investing.

The result is a portfolio aligned with your values and designed to offer you the best chance for long-term investment success.

Join Us for Our Impact Portfolio Launch!

Wednesday, November 18

We invite you to join our Chief Investment Officer, Dougal Williams, as he discusses sustainable investing with Joseph Chi, Head of Responsible Investment at Dimensional Fund Advisors. We’ll address:

How sustainable investing works
Why now is a good time to go sustainable
Trade-offs of a sustainable investment portfolio
The impact of sustainable investing
Vista’s Impact Portfolio

Q&A will follow the 30-minute discussion.

Mark Your Calendar

Date

Wednesday, November 18

Time

1:00—1:45 pm

Location

Virtually on Zoom.

RSVP Here

About Our Guest

Joseph Chi, CFA, MBA

Joseph Chi, Head of Responsible Investment at Dimensional Fund Advisors, serves on the Investment Stewardship Committee. Previously Co-Head of Portfolio Management and Chair of the Investment Committee, Joseph joined Dimensional in 2005 as a Portfolio Manager on the International Equity team.

Joseph earned his MBA with a concentration in finance from the Anderson School of Management at the University of California, Los Angeles (UCLA). A CFA® charter holder, Joseph also holds a JD from the University of Southern California and a BS, cum laude, in electrical engineering from UCLA.

Want to learn more?

RSVP Here