"Two Thirds of Socially Responsible Mutual Funds Outperformed Benchmarks During 2009 Economic Downturn"

Trillium President and senior portfolio manager, Cheryl Smith, PhD., CFA, was quoted in an article presenting key findings of a review comparing SRI mutual funds to benchmarks.  The findings of the review found that “SRI funds topped benchmarks across nearly all asset classes, including balanced, large cap, small cap and global funds, as well as bonds” and “nearly three out of four (72.6 percent) [of large cap funds] outperformed the S&P 500. On average, large cap SRI funds bested the S&P 500 by more than 6 percentage points.”
Cheryl is the chairman of the board of the Social Investment Forum.
Click on the link below to read the whole article.
Two Thirds of Socially Responsible Mutual Funds Outperformed Benchmarks During 2009 Economic Downturn
Social Investment Forum, January 21, 2010