The Triple Bottom Line* Simulation®
“Experience Social Investing
…Without Taking Risk”
*Earning Financial, Social and Environmental Dividends
How The Simulation Was Created
On May 21, 2001, more than 40 institutional treasurers and investors met in New York to create the Simulation, a program created by Capital Missions Company. First they heard five case studies from institutional treasurers who have invested more than $100 million in socially responsible investments (SRI).
Next they heard short product presentations on the lead products of the companies represented in the Simulation.
Each simulation sought to achieve market returns while maximizing a different type of social dividend:
- Social Screening
- Shareholder Activism
- Community Development
- Social Venture Capital
- General SRI Portfolio
For an explanation of these social dividends, click here.
They used their own institution’s asset allocation strategy as a guide, as well as that of the leader of their chosen strategy. Together, they used their best judgment to suggest a social investment strategy that was expected to achieve market returns while earning social dividends.
They used the Simulation Worksheet to invest the $100 million by product by asset class. Each quarter, starting second quarter, 2001, CMC is having the nation’s leading SRI consulting firm, First Affirmative Financial Network, calculate the actual quarterly earnings for each product and for the Simulation as a whole, so that treasurers can compare these returns to the returns of their existing managers. You can also see which products offer which social dividends.
Capital Missions Company worked with institutional treasurers to create the Simulation as an educational game for their peers. CMC has created ten networks in ten years for investors who seek market returns plus social dividends. Funding for the Simulation comes to CMC only as flat fees from the companies who serve as sponsors for the Simulation. Enjoy scrolling around our website!