The Triple Bottom Line* Simulation®

“Experience Social Investing
…Without Taking Risk”

*Earning Financial, Social and Environmental Dividends

How To Use The Simulation

– Read the story of how the simulation was created.

– Review the executive summary of social investment returns by asset class compared to their performance benchmark. Note that three of the five simulations outperformed their benchmarks.

– Some investors are comparing these returns to returns of their existing investment managers and you may want to also.

– Review the asset allocation strategies for the five simulations and compare them to your own asset allocation strategy.

– Review the explanation of social dividends targeted in five social investment simulations.

– Review the Simulation products in the Simulation, showing the social dividends they offer and what percent of funds were invested in each product.

– Review the social analysis products designed to make social investing easy.

– If you notice products of interest, refer to the description of that product attached in Appendix A or to the Triple Bottom Line Simulation® sponsor section of CapitalMissions.com.