In Depth
In This Section
History of financial returns
Sustainable Investment Management
Investment criteria and portfolio management philosophy
Portfolio 21 companies
Motivating the principles of corporate sustainability and transparency
Making Capital Accessible
We believe our competitive performance is the result of Portfolio 21's proprietary sustainable investment management process and company evaluation criteria.
Any mutual fund can use words like green, environmental and sustainable to describe its evaluation criteria. The meaning behind these words is more clearly defined by the company holdings of a fund and the level of transparency in the evaluation process.
We invite you to examine our fund performance, company evaluation criteria and profiles of company holdings to see how we define environmental sustainability within the context of multinational corporations.
Another way to better understand our evaluation criteria is to review our shareholder activism efforts, specifically our dialogues with companies, a sampling of companies that have been rejected for the fund and the reasons why they didn't meet our sustainability criteria, and our list of divested companies, including our reasons for divesting.