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These investment pools are for donors who seek strategies that consider social and environmental factors, while also emphasizing financial returns.2
Short-term granting strategy
Long-term granting strategy
Underlying fund: Fidelity U.S. Sustainability Index Fund
Objective: The Sustainable U.S. Index Pool seeks to provide investment results that correspond to the total return of the MSCI USA ESG Index.
Strategy: The Sustainable U.S. Index Pool normally invests at least 80% of assets in securities included in the MSCI USA ESG Index. This index is designed to maximize exposure to companies with positive environmental, social and governance (ESG) factors while exhibiting risk and return characteristics similar to those of the MSCI USA Index. The MSCI USA ESG Index represents the performance of stocks of large- to mid-capitalization U.S. companies with high ESG performance relative to their sector peers, as rated by MSCI ESG Research.
Total returns as of: 12/31/2018
Cumulative |
Avg. annual |
Avg. annual |
Avg. annual |
Avg. annual |
|
---|---|---|---|---|---|
Sustainable U.S. Index7 |
-8.62% |
N/A |
N/A |
N/A |
N/A |
-8.34% |
-3.28% |
N/A |
N/A |
N/A |
|
-8.11% |
-3.11% |
N/A |
N/A |
N/A |
Expense ratio (gross) |
0.11% |
---|
Expense ratio (net) |
0.11% |
---|
Underlying fund: TIAA-CREF Social Choice Equity Fund
Objective: The Sustainable U.S. Index Access Pool seeks a favorable long-term total return that reflects the investment performance of the overall U.S. stock market while giving special consideration to certain social criteria.
Strategy: The Sustainable U.S. Index Access Pool employs a strategy that considers environmental, social and corporate governance to help achieve its long-term objectives of financial return and positive societal impact.
Total returns as of: 12/31/2018
Cumulative |
Avg. annual |
Avg. annual |
Avg. annual |
Avg. annual |
|
---|---|---|---|---|---|
Sustainable U.S. Index Access Pool6 |
-6.05% |
-6.05% |
8.41% |
N/A |
N/A |
-5.53% |
-5.53% |
9.05% |
7.08% |
12.71% |
|
-5.24% |
-5.24% |
8.97% |
7.91% |
13.18% |
Expense ratio (gross) |
0.18% |
---|
Expense ratio (net) |
0.18% |
---|
Underlying fund: Fidelity International Sustainability Index Fund
Objective: The Sustainable International Index Pool seeks to provide investment results that correspond to the total return of the MSCI All Country World Index (ACWI) ex USA ESG Index.
Strategy: The Sustainable International Index Pool normally invests at least 80% of assets in securities included in the MSCI ACWI ex USA ESG Index and in depository receipts representing securities included in the index. This index provides exposure to companies with high environmental, social and governance (ESG) performance relative to their sector peers, as rated by MSCI ESG Research. The MSCI ACWI ex USA ESG Index consists of large- and mid-cap companies across developed and emerging markets, excluding the United States.
Total returns as of: 12/31/2018
Cumulative |
Avg. annual |
Avg. annual |
Avg. annual |
Avg. annual |
|
---|---|---|---|---|---|
Sustainable International Index7 |
-18.72% |
N/A |
N/A |
N/A |
N/A |
-18.31% |
-13.99% |
N/A |
N/A |
N/A |
|
-17.96% |
-13.50% |
N/A |
N/A |
N/A |
Expense ratio (gross) |
0.20% |
---|
Expense ratio (net) |
0.20% |
---|
Underlying fund: Pax Global Environmental Markets Fund
Objective: The Environmental Impact Access Pool is a fossil fuel-free strategy that focuses on resource efficiency while seeking long-term growth of capital.
Strategy: The Environmental Impact Access Pool invests in companies around the world that are developing innovative solutions to resource challenges across energy, water, waste, and sustainable food & agriculture markets. The pool follows a sustainable investing approach, combining rigorous financial analysis with equally rigorous environmental, social and governance (ESG) analysis in order to identify investments. It will invest primarily in equity securities of companies located around the world, including at least 40% of its net assets in securities of non-U.S. issuers, including those located in emerging markets.
Impact: Learn more about how the Environmental Impact Access Pool addresses climate change. Learn more about the impact of the Environmental Impact Access Pool.
Total returns as of: 12/31/2018
Cumulative |
Avg. annual |
Avg. annual |
Avg. annual |
Avg. annual |
|
---|---|---|---|---|---|
Environmental Impact Access7 |
-17.49% |
N/A |
N/A |
N/A |
N/A |
-17.13% |
-14.17% |
6.47% |
3.05% |
9.77% |
|
-14.25% |
-9.42% |
6.60% |
4.26% |
9.46% |
Expense ratio (gross) |
1.02% |
---|
Expense ratio (net) |
0.98% |
---|
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