Performance and Returns for SRI Investments
SRI Profitability Grounded On Measurable Facts
A growing number of academic studies have demonstrated that SRI mutual funds perform competitively with non-SRI funds over time. Several of these peer-reviewed and published studies have been awarded the prestigious Moskowitz Prize. Additionally, more than 20 studies demonstrating that SRI mutual fund performance is comparable to that of non-SRI funds can be found at www.fsinsight.org— a compendium of all the major academic studies on SRI.
SRI Outperforms S&P Index
Another indication of the competitive performance of SRI funds is the performance of SRI indexes. These indexes are designed to be benchmarked to non-SRI indexes, such as the S&P 500. The longest-running SRI index, the
FTSE KLD 400, was started in 1990. Since that time, it has continued to perform competitively — the FTSE KLD 400 with returns of 9.51 percent from inception through December 31, 2009, compared with 8.66 percent for the S&P 500 over the same period. For up-to-date information on the performance of SRI funds offered by member firms of US SIF, visit our Mutual Fund Performance Chart.
SRI Mainstream - Fastest Growing Financial Market
The rapid growth of SRI in recent years is the best evidence that sustainable and responsible investing yields competitive returns. Over the past 20 years, the total dollars invested in SRI has grown exponentially, as has the number of institutional, professional, and individual investors involved in the field. Between 1995 and 2010, total dollars under professional management in SRI grew from $639 billion to $3.07 trillion, outpacing the overall market. (Find more information in our SRI Trends Report.)
SRI investing has become part of the mainstream, and as a result, a number of conventional companies now offer
SRI products to their clients. The bottom line is that more and more investors adopt and use SRI strategies not only because such investments allow a focus beyond the bottom line, but also because returns are comparable to those of more conventional investments.
The "Fiduciary Duty" Myth
Ample evidence of the competitiveness of SRI is also found in the increasing investment in SRI by state pension funds, university endowments, and foundations. These fiduciaries are obligated by law to seek competitive returns
for the portfolios they manage. The fact that a growing number of major U.S. fiduciaries are either screening their portfolios, engaging in shareholder advocacy, or directing assets to community investing, demonstrates that these
three SRI strategies do not impede financial returns. It also demonstrates that 'fiduciary duty' is not a valid reason to abstain from SRI investing.
Learn more about sustainable and responsible investing performance ...
from the US Forum for Sustainable and Responsible Investment
http://ussif.org/resources/factsheets_resources/
Everything you want to know about SRI
Top 10 Questions on SRI (read, download, save, share)
SRI Profitability Grounded On Measurable Facts
A growing number of academic studies have demonstrated that SRI mutual funds perform competitively with non-SRI funds over time. Several of these peer-reviewed and published studies have been awarded the prestigious Moskowitz Prize. Additionally, more than 20 studies demonstrating that SRI mutual fund performance is comparable to that of non-SRI funds can be found at www.fsinsight.org— a compendium of all the major academic studies on SRI.
SRI Outperforms S&P Index
Another indication of the competitive performance of SRI funds is the performance of SRI indexes. These indexes are designed to be benchmarked to non-SRI indexes, such as the S&P 500. The longest-running SRI index, the
FTSE KLD 400, was started in 1990. Since that time, it has continued to perform competitively — the FTSE KLD 400 with returns of 9.51 percent from inception through December 31, 2009, compared with 8.66 percent for the S&P 500 over the same period. For up-to-date information on the performance of SRI funds offered by member firms of US SIF, visit our Mutual Fund Performance Chart.
SRI Mainstream - Fastest Growing Financial Market
The rapid growth of SRI in recent years is the best evidence that sustainable and responsible investing yields competitive returns. Over the past 20 years, the total dollars invested in SRI has grown exponentially, as has the number of institutional, professional, and individual investors involved in the field. Between 1995 and 2010, total dollars under professional management in SRI grew from $639 billion to $3.07 trillion, outpacing the overall market. (Find more information in our SRI Trends Report.)
SRI investing has become part of the mainstream, and as a result, a number of conventional companies now offer
SRI products to their clients. The bottom line is that more and more investors adopt and use SRI strategies not only because such investments allow a focus beyond the bottom line, but also because returns are comparable to those of more conventional investments.
The "Fiduciary Duty" Myth
Ample evidence of the competitiveness of SRI is also found in the increasing investment in SRI by state pension funds, university endowments, and foundations. These fiduciaries are obligated by law to seek competitive returns
for the portfolios they manage. The fact that a growing number of major U.S. fiduciaries are either screening their portfolios, engaging in shareholder advocacy, or directing assets to community investing, demonstrates that these
three SRI strategies do not impede financial returns. It also demonstrates that 'fiduciary duty' is not a valid reason to abstain from SRI investing.
Learn more about sustainable and responsible investing performance ...
from the US Forum for Sustainable and Responsible Investment
http://ussif.org/resources/factsheets_resources/
Everything you want to know about SRI
Top 10 Questions on SRI (read, download, save, share)
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