In Depth
In This Section
History of financial returns
Environmental criteria and portfolio management
Portfolio 21 companies
Motivating corporate environmental and governance performance
Making Capital Accessible
Any mutual fund can use words like green, environmental, and sustainable to describe its company selection process.
The meaning behind these words is more clearly defined by the company holdings of a fund and the level of transparency in the investment 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 activism efforts, including a sampling of the companies that have been rejected or divested from the fund and the reasons why.