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.