The Triple Bottom Line* Simulation®
“Experience Social Investing
…Without Taking Risk”
*Earning Financial, Social and Environmental Dividends
Please note that the link below are disabled due to the time lapse but do show the products chosen by the Simulation’s institutional investors.
Second Quarter 2002 Simulation Reports
Initial Allocation (PDF — 10Kb)
Simulation Returns
Shareholder Activism (PDF — 10Kb)
Religious Institutions (PDF — 10Kb)
Not-For-Profit Institutions (PDF — 10Kb)
Endowments & Foundations (PDF — 10Kb)
All 5 Simulation Returns (PDF — 28Kb)
Simulation Product Descriptions
Calvert Funds
Calvert New Vision Small Cap Fund (PDF — 18Kb)
Calvert Capital Accumulation Fund (PDF — 18Kb)
Calvert Social Investment Fund Equity Portfolio (PDF — 18Kb)
Calvert Social Investment Fund Bond Portfolio (PDF — 17Kb)
Calvert Foundation
Community Investment Note (PDF — 350Kb)
Domini Social Investments:
Institutional Social Equity Fund (PDF — 15Kb)
Social Bond Fund (PDF — 12Kb)
EMI Originated
Fannie Mae Mortgage Backed Securities (PDF — 1.6Mb)
Freddie Mac
Socially Responsible Housing Investment Program (SHIP) (PDF — 66Kb)
FTSE4Good
Index Series (PDF — 3.1Mb)
Green Cay Asset Management
Siebels American Relative Value (PDF — 140Kb)
Siebels Technology Fund (PDF — 140Kb)
MMA PRAXIS Mutual Funds
Value Index Fund (PDF– 75Kb)
Money Market Fund (PDF– 30Kb)
International Fund (PDF– 88Kb)
Intermediate Income Fund (PDF– 68Kb)
Core Stock Fund (PDF– 77Kb)
Pax World
Balanced Fund (PDF — 700Kb)
High Yield Fund Fund (PDF — 700Kb)
Money Market Fund (PDF — 700Kb)
Rockefeller & Co.
Global Socially Responsive Equity (PDF — 30Kb)
ShoreBank
Jumbo Certificates of Deposit (PDF — 45Kb)
SKBA Capital Management
Socially Responsible Value (SRV) (PDF — 500Kb)
State Street Global Advisors
Socially Responsible Intermediate Bond Strategy (PDF — 19Kb)
Socially Responsible Equity Strategy (PDF — 18Kb)
Walden Asset Management
Social Core Equity Portfolios (PDF — 500Kb)
Social Value Equity Portfolios (PDF — 460Kb)
SmallCap Core Innovations (PDF — 490Kb)
Social Growth Equity (PDF — 460Kb)
Additional Products From Simulation Sponsors
Participants in the Triple Bottom Line Simulation appreciate the social investment companies that underwrite the cost of the Simulation. Thus, all things being equal participants may choose to prefer products of sponsors. However as a public service, social investment products from non-sponsors may be reviewed in Other Products.