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"Experience Social Investing
...Without Taking Risk"
*Earning Financial, Social and Environmental Dividends
Goal:
The goal of the Triple Bottom Line Simulation® was to
allow investment officers to compare returns on social
investments with their existing portfolio returns to
assess the favorable returns and consider investing
socially.
Important Note: The Simulation was run
for nine quarters and demonstrated that $100 million
portfolios can be 100% socially invested across all
asset classes and be financially competitive, even when
counting social and environmental dividends as having no
value. The full data is presented here because of its
demonstration value. CMC expects grant funds in the
future to allow for the Simulation to be taken to the
next level.
Benefit:
The benefit of the Simulation was that treasurers
learned the actual product options by asset class of
social investments without taking risk and could review
the products' investment returns from inception.
Design:
The Simulation was designed by 40 investors and
treasurers at a May 21, 2001, New York meeting to meet
their needs and was reconsidered on June 10, 2002, at a
New York City meeting.
Evaluation: After more than two years of
performance, the majority of the five simulations were
outperforming their financial benchmarks well, using
standard financial analysis practices. Check out the
2002 second quarter returns
here.
Features of the Simulation:
- Close tracking of the financial benchmarks
- Showcases the leading socially responsible investment products of leading companies.
- Shows which products feature which social dividends.
- Offers asset class simulations for different groups of treasurers (Endowments & Foundations, Family Offices, Not-For-Profits, and Religious Institutions.)
- Produces "triple bottom line" returns (financial, social, environmental).
10 June 2002: TREASURERS MEET FOR SECOND ANNUAL
"TRIPLE BOTTOM LINE SIMULATIONS" CONFERENCE
Triple Bottom Line Simulation®
June 10, 2002 - New York City
Program Agenda
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