Make a Clean Break: Your Guide to Fossil Fuel Free Investing
Trillium Asset Management, Green Century, and 350.org’s June 1, 2017 webinar, “Make a Clean Break: Your Guide to Fossil Fuel Free Investing” is now available for download.
- Leslie Samuelrich, President – Green Century Capital Management
- Matthew Patsky, CFA, CEO – Trillium Asset Management
- Brett Fleishman, Senior Global Analyst – 350.org
- Vanessa Green, Campaign Director – Divest Invest Individual (Moderator)
*The MSCI ACWI ex Fossil Fuels Index is based on the MSCI ACWI Index, its parent index, and includes large and mid-cap stocks across 23 Developed Markets (DM) and 23 Emerging Markets (EM) countries. The index represents the performance of the broad market while excluding companies that own oil, gas and coal reserves. It is a benchmark for investors who aim to eliminate fossil fuel reserves exposure from their investments due to concerns about the contribution of these reserves to climate change. The Index is a member of the MSCI Global Fossil Fuels Exclusion Index family. The Index is unmanaged and it is not possible to invest in the MSCI ACWI ex Fossil Fuels Index. The MSCI ACWI Index captures large and mid cap representation across 23 Developed Markets (DM) and 23 Emerging Markets (EM) countries. With 2,484 constituents, the index covers approximately 85% of the global investable equity opportunity set. The Index is unmanaged and it is not possible to invest in the MSCI ACWI Index. The MSCI ACWI Index captures large and mid cap representation across 23 Developed Markets (DM) and 23 Emerging Markets (EM) countries. With 2,484 constituents, the index covers approximately 85% of the global investable equity opportunity set. The Index is unmanaged and it is not possible to invest in the MSCI ACWI Index. **The sale of a stock, bond or mutual fund may produce a capital gain for tax purposes. Please consult your tax advisor to determine what is appropriate for your individual tax situation. The views expressed are those of the authors at the time this material was created. These views may not be relied upon as investment advice or as indication of trading intent on behalf of any Green Century Fund, Trillium Asset Management, Global Commercial Banking, or the Distributor and should not be construed as an offer to sell or a solicitation of an offer to buy securities or any product mentioned in this guide. ***As of 3/31/17, Tesla Motors comprised 0.00%, 0.41% and 0.00% of the Green Century MSCI International Index Fund, the Green Century Equity Fund and the Green Century Balanced Fund, respectively. The holdings of the Funds may change due to ongoing management of the Funds. References to specific investments should not be construed as a recommendation of a security by the Funds, their advisor, administrator, or distributor. You should carefully consider the Funds’ investment objectives, risks, charges and expenses before investing. To obtain a Prospectus that contains this and other information about the Funds, please visit www.greencentury.com, email firstname.lastname@example.org, or call 1-800-934-7336. Please read the Prospectus carefully before investing. The value of stocks held in the Funds will fluctuate in response to factors that may affect a single company, industry, market cap, country or region and may perform worse than the market. Foreign securities are subject to additional risks such as currency fluctuations, regional economic and political conditions, differences in accounting methods, and other unique risks compared to investing in securities of U.S. issuers. The Funds’ environmental criteria limit the investments available to the Funds compared to mutual funds that do not use environmental criteria Diversification does not ensure a profit or protect against a loss in a declining market. This information has been prepared from sources believed to be reliable. The views expressed are as of the date of this writing and are those of the Advisor to the Funds. The Green Century Funds are distributed by UMB Distribution Services, LLC., 235 W. Galena Street, Milwaukee, WI 53212. 5/17 Important Disclosure: The information provided in this material should not be considered a recommendation to buy or sell any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the authors on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data. This piece is for informational purposes and should not be construed as a research report.Back >
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