How DFA Adds Value to Their Bond Funds

At Clarity Capital Advisors, one of the bond funds we utilize for our clients is the DFA Investment Grade Portfolio (DFAPX) which functions as a core bond holding, having exposure to short-term, intermediate-term, government, corporate, and some international as well. The reason we prefer this fund to a total bond market index fund is that we are convinced that DFA’s management approach adds value beyond simply having low costs.

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Our Approach to Sustainability Investing

For the third straight year, Planet Earth set a record high average temperature in 2016. There is now a broad scientific consensus that our planet is warming due to increased emissions resulting in higher atmospheric concentrations of greenhouse gases (carbon dioxide, methane, nitrous oxide, hydrofluorocarbons, perfluorocarbons, and sulfur hexafluoride). In response, many investors desire to align their investment decisions with their views on the importance of preserving the environment and mitigating adverse climate effects.

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The Wall Street Journal Series on Active vs. Passive

During the week of October 17-21, the Wall Street Journal published an excellent series of articles on the topic of active vs. passive investing. Of course, the primary theme was the continued ascent of passive (or indexing) at the expense of active, which is largely explained by the continuing disappointment of active performance. Specifically, over the decade ending 6/30/16, between 71% and 93% of active U.S. stock mutual funds, depending on the type, have either closed or underperformed the index funds they are trying to beat, according to Morningstar data.

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