Portfolio 21 Announces Global Equity Fund Environmental Impact Report

August 14, 2014

Fund-Environmental-Impact-Cover-139w-x-180hPortfolio 21 is pleased to announce the publication of the Portfolio 21 Global Equity Fund Environmental Impact Report. This report summarizes a recent research project Portfolio 21 has undertaken with Trucost, a leading global research and environmental data provider, to calculate the cumulative environmental footprint of the Fund’s holdings.

Our analysis has concluded that companies held in the Fund as of July 31, 2014 have, on average, a 49% smaller carbon footprint and a 33% lower environmental footprint than the MSCI All Country World Index (ACWI), an index that approximates the world stock market. Quantifying the Fund’s environmental impact is a considerable challenge, but Trucost’s methodology, 10 years of historical data, and coverage across the world and all industries, made this comparative analysis possible.

We believe these findings underscore our longstanding commitment to rigorous, in-depth research in pursuit of the excellence and environmental performance we require in our highly selective investable universe. As a result, the Fund is fossil fuel free and seeks global leaders with high quality financial fundamentals and superior business practices in respect to how they impact society and the environment.

The Environmental Impact Report contains a comparison of greenhouse gas emissions of the Fund companies versus the index companies and extends beyond that to an environmental footprint analysis, which considers water, waste, pollutants, and natural resource use. An attribution analysis is also included to provide supporting data on the effects of sector allocation and stock selection on the Fund’s footprint.

The MSCI ACWI (All Country World Index) is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets. The MSCI ACWI consists of 44 country indices comprising 23 developed and 21 emerging market country indices. An investment cannot be made directly in an index. Returns reported reflect the net total return index, which reinvests dividends after the deduction of withholding taxes, using a tax rate applicable to non-resident institutional investors who do not benefit from double taxation treaties.


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