Benefits of Socially Responsible Investing

Pursue healthier returns

The Jantzi Social Index (JSI) is a socially screened, market weighted index modeled on the S&P/TSX 60.

Performance as of June 21, 2011
JSI Index and Benchmark Performance (%)
  May 3 mths 1 yr 3 yr 5 yr 10 yr Inception* Inception**
JSI -0.71% -1.75% 18.05% -0.61% 5.55% 7.36% 6.47% 104.67%
S&P/TSX COMPOSITE -0.87% 1.76% 20.39% 0.84% 6.21% 7.86% 6.73% 110.25%
S&P/TSX 60 -0.97% -2.38% 17.00% -0.79% 6.36% 7.66% 6.37% 102.45%
* Annualized **Cumulative (since 01/01/2000 ) Source: State Street Global Advisors (SSgA)
Disclaimer: Individual portfolio performance will differ and past performance does not guarantee future returns.

The KLD DS400 is an American market-weighted index of 400 companies that pass multiple social screens.

Performance as of June 21, 2011
KLD Index and Benchmark Performance (%)
  MTD QTD 1 yr** 3 yr** 5 yr** 10 yr**
MSCI KLD 400 Social Index -3.40% -0.53% 15.41% 3.11% 3.14% 2.50%
**Annualized Returns. Source: MSCI

Worth repeating:

“Research shows that “eco-enhanced” portfolios can outperform benchmarks by 150 to 240 basis points.”
- Innovest Strategic Value Advisors


“We believe that careful consideration of social responsibility issues by companies and their boards will enhance long-term shareholder value”
- Ontario Teachers Pension Plan – Guidelines: Socially Responsible