The Social Choice Balanced investment strategy seeks a favorable long-term rate of return that reflects the investment performance of the financial markets while giving special consideration to certain social criteria.
The Social Choice Balanced investment strategy typically invests in a broadly diversified portfolio of domestic stocks (47%), foreign stocks (13%), and fixed-income securities (40%). In the case of equities and corporate bonds, the strategy invests only in companies that meet its screening criteria. Using specific environmental, social, and governance criteria, the evaluation process seeks out companies that are strong stewards of the environment; devoted to serving local communities and society in general; committed to high labor standards; dedicated to producing high-quality, safe products; and managed in an ethical manner.
Social Choice Balanced portfolios are subject to certain risks such as market and investment style risk. Fixed-income investments are subject to certain risks such as interest rate, inflation, and credit risks. Investments in small- to medium-sized corporations are more vulnerable to financial risks and other risks than larger corporations and may involve a higher degree of price volatility than investments in the general equity markets. Because its social screens exclude some investments, portfolios may not be able to take advantage of the same opportunities or market trends as portfolios that do not use such criteria.
This material is provided for the informational purposes only and should not be regarded as a recommendation or an offer to buy or sell any product or service to which this information may relate.