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Socially Responsible Investing

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by

Priyanka Lodhia

on 1 May 2014

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Transcript of Socially Responsible Investing

"Provide investors competitive returns with less risk when compared to their respective indexes. Our approaches adhere to longstanding commitments to high quality, ESG integration and diversification."
Socially Responsible Investing
What is Socially
Responsible Investing?
Jordyn Danielson, Dailin Li, Priyanka Lodhia, Alex Moyse, Devang Singhania, Yingying Wang
Would you invest in this company?
Economic concern: Good performance
Social concern: ESG
Good for Long-term investment.
Portfolios
Fund Mission
Financial Statistics
Performance
Fund Mission
Portfolios
Controversies
"When you invest in the Domini Funds, you make a difference in the world"

The main goals of the Domini Fund include:
Providing shareholders with long term total return
Investing in companies that meet a strict set of standards
Adding value by carefully employing data analytics


Overview of Domini
A division within Boston Trust
Established in 1999
Provide investors competitive returns with less risk when compared to their respective indexes
Overview of Walden Equity
Would you invest in this company?
There are two primary funds Domini manages:
Domini Social Equity Fund- Worth approximately 900 Million
Domini International Social Equity Fund- Manages nearly 240 Million

It owns stock in successful companies like:
AMD
Best Buy
Walt Disney
Coca-Cola
Whole Foods
AT&T
Practically, Domini funds is an alright investment, but it could be better.

Are SRI Companies Really Working?
The Pros
Walden Equity Fund owns $ 149.47 M in assets under management

Some of the companies that are within their portfolios are:
Socially Responsible Investment
Slow, long term growth
The Cons

Slow Growth Compared to other funds
Poor diversification
Poor Management and treatment of employees
becoming more of a demand
price of stock are growing
Domini is guided by the knowledge that it is possible to earn a competitive return while using investments to make a difference in the world. It is no longer necessary to choose between one's principles and one's investments.
Controversies
Domini cares little for their employees
Positives
Negatives
Micro lending
Screening criteria
Investors lease conscience to SRI funds
SOCIAL
ENVIRONMENTAL
GOVERNANCE
CORPORATE POLICIES: ESG
CORPORATE POLICIES: SHAREHOLDER ENGAGEMENT
Consult each company to ensure it prioritizes long-term impact of its actions
Strong relationship with company holding leads to effective corporate policies
Engagement strategies
Success defined?
Many forms
Past 5 and 10 years: value increased

Value of assets: 142.3 million

These charts compare the change in the value of Domini to the change in the S&P 500, a common stock index
Socially responsible investing (SRI), also known as sustainable, socially conscious, "green" or ethical investing, is any investment strategy which seeks to consider both financial return and social good.
These charts Demonstra 2 things:
Domini Matches the Market in most circumstances
The S&P 500 has more opportunity for investment growth
Work Cited
http://www.kiplinger.com/article/investing/T041-C016-S001-5-mutual-funds-for-socially-responsible-investors.html
http://www.waldenassetmgmt.com

http://www.waldenassetmgmt.com/Strategies/overview

http://www.waldenassetmgmt.com/Investing-for-Change/shareholder-engagement

http://www.waldenassetmgmt.com/Investing-for-Change/public-policy-advocacy

http://domini.com/sites/default/files/pdf/Retail_Portfolio_Holdings_Report_October2013.pdf

http://domini.com/sites/default/files/pdf/DSEFX_FFS_4Q13.pdf

http://domini.com/sites/default/files/pdf/Retail_Portfolio_Holdings_Report_October2013.pdf

www.domini.com/domini-funds/Daily-Prices---Performance/index.htm

http://www.domini.com/domini-funds/Domini-Social-Equity-Fund/Portfolio/Schedule-of-Portfolio-Holdings1.doc_cvt.htm

http://www.domini.com/domini-funds/Domini-EuroPacific-Fund/Portfolio/Schedule-of-Portfolio-Holdings.doc_cvt.htm

http://www.marketwatch.com/story/what-you-need-to-know-about-socially-responsible-mutual-funds-1294427152167

http://books.google.com/books?id=KtfRLY2AWhIC&pg=PA99&lpg=PA99&dq=controversy+walden+social+equity+fund&source=bl&ots=0HY7ZtLpHJ&sig=59iUPfCb6Xq9EGY554EjD7qtwPU&hl=zh-CN&sa=X&ei=oE4KU-HlLejH0wGrsIGADA&ved=0CE0Q6AEwAw#v=onepage&q=walden&f=false

http://charts.ussif.org/mfpc/fund_profile_display.php?FundID=182&pdf

http://charts.ussif.org/mfpc/fund_profile_display.php?FundID=182&pdf

http://charts.ussif.org/mfpc/fund_profile_display.php?FundID=182&pdf

Full transcript