Investments – Socially Responsible Investments



Description

 

PBW – PowerShares WilderHill Clean Energy Portfolio
Seeks to deliver capital appreciation and comprises of companies that focus on greener and generally renewable sources of energy and technologies facilitating cleaner energy.

PUW – PowerShares WilderHill Progressive Energy Portfolio
Comprised of companies in transitional energy technologies significant in improving the use of fossil fuels and nuclear power. The fund is focused on the following areas: alternative energy, better efficiency, emission reduction, new energy activity, greener utilities, innovative materials, and energy storage.

NASI – Pax MSCI North America ESG Index ETF
Represents a broadly diversified, sector-neutral index of American and Canadian companies with superior ESG (environmental, social, and governance) performance as rated by MSCI.

EAPS – Pax MSCI EAFE ESG Index ETF
Consists of equity securities in Europe, Middle East, and the Pacific regions that meet specific ESG criteria developed by MSCI.

KLD – iShares MSCI U.S.A. ESG Select Social Index Fund
Seeks performance of large-cap companies that have positive ESG characteristics relative to their industry and sector peers and in relation to the broader market.

DSI – iShares MSCI KLD 400 Social Index Fund
Consists of 400 U.S. companies identified by MSCI as having positive ESG (environmental, social, and governance) characteristics.

CSIBX – Calvert Social Investment Fund Bond Portfolio
Represents a broadly diversified, sector-neutral index of American and Canadian companies with superior ESG (environmental, social, and governance) performance as rated by MSCI.

VFTSX – Vanguard FTSE Social Index
Invests in large- and mid-capitalization stocks and screened for certain social and environmental criteria, leading to a growth orientation.

 

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Investments