Over the 20-year track record of Eco Leaders®, investors have enjoyed proven risk-adjusted returns over a full market cycle while also investing in ways that align with their values.
Long-term performance vs. Benchmark
Inception through 12/31/2019
Periods greater than one year are annualized; Performance related information is presented as supplemental information to the compliant presentation included herein. Inception Date: 05/31/2000.
lower carbon risk*
The Eco Leaders® Portfolio has 68% lower carbon risk than the S&P 500
The Eco Leaders® Portfolio earned a 6.8 ESG Quality Score and an overall ESG Rating of A from MSCI
fossil fuels / No exposure to companies that own fossil fuel reserves
tobacco / No exposure to tobacco producers as well as tobacco distributors, suppliers, and retailers
alcohol / No exposure to alcohol producers as well as alcohol distributors, suppliers, and retailers
gambling / No exposure to gambling facility operators as well as support products & services
weapons / No exposure to companies with ties to the manufacture of conventional (including depleted uranium), biological/chemical, or nuclear weapons systems and components
CIVILIAN FIREARMS / No exposure to companies that manufacture or distribute firearms and small arms ammunitions for civilian markets
*©2020 MSCI ESG Research LLC. Reproduced by permission; no further distribution. MSCI ESG Research is an independent provider of ESG data, reports and ratings based on published methodologies and is available to clients on a subscription basis. MSCI receives subscription compensation from Riverbridge in connection with the above findings. ESG Quality Score range is 0 – 10 and ESG Ratings range is CCC to AAA. Please see the disclosures section for additional rating information.