Research shows that socially responsible investing funds have done better in the last 20 years than traditional investing funds.
Your Impact
Invested Interests
MSCI KLD 400 Social Index vs S&P 500 Index
04/30/1990 - 06/30/2019
$2000000
$1500000
$1000000
$500000
$0
MSCI KLD 400 Social Index
S&P 500 Index
YTD
1 Yr
3 Yr
5 Yr
10 Yr
20 Yr
Inception
MSCI KLD 400
Social Index
Social Index
18.70%
27.24%
14.41%
10.49%
14.43%
5.69%
10.50%
S&P 500
Index
Index
18.54%
26.29%
14.19%
10.71%
14.70%
5.90%
10.08%
Returns without compromise :
Our socially responsible portfolios don't sacrifice returns, and provide a unique diversification.
MSCI KLD 400 Social Index vs S&P 500 Index
04/30/1990 - 06/30/2019
Returns without compromise :
Our socially responsible portfolios don't sacrifice returns, and provide a unique diversification.
Sustainable Growth
Investors using socially responsible criteria hit $12 trillion in U.S. assets
Assets under management
$15T
10T
5T
0
1995
1997
1999
2001
2005
2010
2012
2014
2016
2018
A market opportunity :
socially responsible investing is the fastest growing segment of the investing management world.
Sustainable Growth
Investors using socially responsible criteria hit $12 trillion in U.S. assets
A market opportunity :
socially responsible investing is the fastest growing segment of the investing management world.
A market opportunity :
socially responsible investing is the fastest growing segment of the investing management world.
Sustainable Growth
Investors using socially responsible criteria hit $12 trillion in U.S. assets
Assets under management
$15T
10T
5T
0
1995
1997
1999
2001
2005
2010
2012
2014
2016
2018
Impact of Environmental Investing
Invested Interests
Reduction of Greenhouse gas emissions in our environmental portfolio
Greenhouse gas emissions intensity
Russell 3000 Index
US Sustainability Core 1 Portfolio
Potential Emissions From Reserves
Russell 3000 Index
US Sustainability Core 1 Portfolio
What Smart People are Saying
Invested Interests
... a positive ESG tilt resulted in a small but steady performance advantage...
Barclays Research
Investing in sustainability has usually met, and often exceeded, the performance of comparable traditional investments.
Morgan Stanley
Institue for sustainable Investing
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