• Summit’s social responsible investing strategies combine exclusionary and/or advocacy tailored to individual and organizational standards, faiths and beliefs.
• Customized portfolio screening is based on ethical, moral and religious criteria.
• Our advocacy objective is to provide a sound business case for corporate executives to consider requested change.

Advantages

• Small exclusionary list of companies yields larger investment universe with higher return potential.
• Ownership creates access and opportunity to effect change

Issues/Working Groups

• Access to Health Care
• Water and Food
• Contract Supplier System
• Environmental Justice
• Corporate Governance
• Enabling Access to Capital
• Violence
• Promoting Human Rights
• Global Warming
• Pro-Life

From December 31, 2002 to September 30, 2007, the Summit SRI 100 portfolio has returned 23.1% per year versus 15.0% for the Russell 1000 index.

Net Returns view disclosure

View our Catholic Values 100 Investment Brochure

To learn more about our shareholder advocacy program, click here.

Continue >>