Your Mission Matters, and So Can Your Investments
We understand the
crucial part investments play in helping endowments, foundations, and
not-for-profit organizations fulfill their missions. Socially responsible
investing offers a way for your organization to align your investments with your
mission, while still maintaining your strict fiduciary focus on investment
performance, portfolio diversification, and risk management.
At Domini Social
Investments, socially responsible investing includes three components:
Socially and
environmentally screened portfolios
An effective shareholder
activism program
Targeted community development
investments
Aligning your
investments with your mission is a good way to enhance your organization's
influence and effectiveness. It can help ensure that your investments are not
working contrary to the organization’s goals, and it can be a concrete and
powerful way of educating and communicating to the public — and especially to your
donors, supporters, and staff — on issues central to that mission.
A Full Range of Investment Options
for Endowments, Foundations, and Not-for-profit Organizations
Our lineup of socially responsible investments includes mutual funds and a
money market account:
·
The Domini
Social Equity Fund provides core stock market exposure through a
portfolio of primarily large-cap domestic stocks that have met a set of social
and environmental standards. The Fund further promotes corporate social
responsibility through its shareholder activism program, which includes the
sponsorship of shareholder resolutions and direct dialogue with corporations in
the portfolio.
·
The Domini
Institutional Social Equity Fund is a lower-cost version of the Domini
Social Equity Fund offered to qualified endowments, foundations,
religious organizations, nonprofit entities, individuals, and certain corporate
or similar institutions that meet the Fund’s minimum investment requirements.
·
The Domini
European Social Equity Fund is a mutual fund for U.S. social
investors that is devoted entirely to the stocks of European companies. The
Fund offers social investors an opportunity to invest in an economic region
where corporations are embracing the challenge of sustainable growth.
·
The Domini PacAsia Social Equity
Fund allows social investors to take part in a historic economic
expansion while helping to influence Asia-Pacific companies to consider society
and the environment as they move into the future. The Fund invests
primarily in stocks of Asia-Pacific companies selected based on a comprehensive
set of social and environmental standards.
·
The Domini European PacAsia Social
Equity Fund helps social investors achieve broad international
diversification and access a world of investment opportunity, while using their
investment dollars to encourage corporate responsibility.
·
The Domini Social
Bond Fund is a unique fixed-income offering that combines a socially and
environmentally screened investment-grade bond portfolio with an innovative
community investment component. With a primarily investment-grade
intermediate-term portfolio of bonds and other fixed-income securities, the
Fund can serve as a core fixed-income holding for many investors, or can serve
as a diversification vehicle for those primarily invested in the stock market. The Fund seeks to
invest up to 10% of its assets in investments that directly support and promote
community development.
·
The Domini
Money Market Account is an FDIC-insured account (up to $200,000) that
can serve an investor's cash and liquidity needs, as well as help provide
lending capital to underserved communities. Assets are placed at ShoreBank to be used in the bank's
community development lending program that helps rebuild struggling communities
across the country.
The Domini Funds are available direct, as well as through many financial
advisors and major retirement platforms, including AmericanExpress, Datalynx/Fiserv, Fidelity Investments, John
Hancock, Pershing, Prudential Securities, Putnam, Schwab, Scudder Kemper,
Sungard, TD Waterhouse, T. Rowe Price, and Vanguard.
For more
information, please contact Domini
Institutional Services.
The
Domini Funds are not insured and are subject to market risks. Investment
return, principal value, and yield will fluctuate so that an investor’s shares
when redeemed may be worth more or less than their original cost. You may lose
money.
The
Domini Social Bond Fund is not insured and is subject to market risks,
including interest rate and credit risks. During periods of rising interest
rates, bond funds can lose value. The Domini Social Bond Fund currently holds a
large percentage of its portfolio in mortgage-backed securities. During periods
of falling interest rates, mortgage-backed securities may prepay the principal
due, which may lower the Fund’s return by causing it to reinvest at lower
interest rates. Some of the Domini Social Bond Fund's community development
investments may be unrated and carry greater credit risks than its other
investments.
Investing
internationally involves special risks, such as currency fluctuations, social
and economic instability, differing securities regulations and accounting
standards, limited public information, possible changes in taxation, and
periods of illiquidity.
A
2.00% redemption fee is charged on sales or exchanges of shares made less than 30
days after settlement of purchase or acquisition through exchange, with certain
exceptions. See the prospectus for further information.
Unlike
a mutual fund, the rate of return for the Domini Money Market Account is
determined by ShoreBank and will vary from time to time. The Domini Funds are
not affiliated with any bank and are not insured by the FDIC. This material
must be preceded or accompanied by the Funds’ current prospectus. Please read
it carefully before investing or sending money. DSIL Investment Services LLC,
Distributor. 12/06
1008 08241
