The Triple Bottom Line* Simulation®

• The information has been provided by each product or service provider. While believed to be reliable, First Affirmative can make no representations as to its accuracy or completeness.
• The investments or services represented at the Triple Bottom Line Simulation are not a complete representation of socially responsible investment services available, but are rather a self-selected group of industry leaders who stepped forward to participate in the Simulation.
• First AffirmativeÕs participation in this process does not represent an endorsement or solicitation for any of the products or services involved.
• This data is summary data only. All necessary disclosure information has been provided by each product or service provider on their individual pages.
• All performance data is presented Ònet of fees,Ó except as noted. We feel this is appropriate due to the various and different types of investment products represented, ranging from open-end mutual funds to bank certificates to venture capital limited partnerships. It should be noted that the product providers may fall under different regulatory supervision, and that performance reporting requirements vary. In some cases data was not provided in the format requested, or was not available for all time periods. Normally, when data is not available for a ten-year period, it is required to be provided Òsince inception.Ó The Òsince inceptionÓ data is not included in the summary, but should be present on the individual product pages.
• Benchmarks were chosen by the product providers. FAFN has not verified that the benchmarks presented are appropriate for the products, but is relying on the representation of the providers.
• Benchmark performance information was provided by the product providers. In situations where the data provided was in conflict, or appeared incorrect, FAFN determined which information to present.
• In several cases, the current managers of the investment products were not the managers throughout the entire performance period. Users of this data are advised to ascertain if, and when, manager changes may have occurred, and the impact, if any, on relative performance.
• Past performance is no guarantee of future results. Investments in all products entail varying degrees and types of risk. All investments shown, with the exception of bank certificates insured by the Federal Deposit Insurance Corporation (FDIC) could return, upon redemption, less or more than your original investment.