Selecting assets that have an expressed ESG mandate. Portfolios are entirely built from mandated positions. Additionally, existing non-mandated client assets are scored to reflect their relative ESG rankings. Decisions are made to either hold or replace assets based on scoring.
Inclusionary and Exclusionary Screening
Asset selections are made on an individual basis to reflect client preferences, availability of research information, and practical implementation constraints and opportunities.
|Total Return % (2/28/2019)||1-Year||3-Year||5-Year||10-Year|
|Calvert US Large Cap Responsible Index||5.68||15.49||10.57||17.34|
|Vanguard FTSE Social Index||5.66||16.53||11.09||18.07|
(ESG indexes) have a good chance of outperforming the stock market.