Domini 2020 Impact Report: Opportunities for Positive Change in a Challenging Year
Domini Impact Investments LLC, a women-led impact investment firm, has recently published the Domini Funds 2020 Impact Report, which highlights how investors came together to harness the power of finance to build a better world—despite the world 2020 delivered.
In particular, the report underscores 2020’s most crucial topics — our climate crisis, the novel coronavirus pandemic, and racial and gender inequality. Each of these pressing themes is presented in context with how Domini sets its investment standards, puts its position as an investor to work for positive change, and invests to build vibrant communities. “Impact is when what’s ideal becomes what’s real,” says CEO Carole Laible. “This report is our reality.”
Key Impact Highlights:
- Demonstrated how each of the Domini Funds’ carbon footprints are significantly less carbon intensive than their respective benchmarks
- Invested over $20 million in green, social, and sustainability bonds to support the low-carbon transition and over $1.1 million with Community Development Financial Institutions to support access to capital for underserved communities
- Refined and enhanced our key performance indicators (KPIs)to codify diversity metrics universally across all industries to better capture risks and opportunities throughout our research process
- Updated key performance indicators (KPIs) for the financial sector to further address climate change and deforestation
- Engaged 675 companies and issuers (52% U.S., 48% non-U.S.) with over 1,000 contacts on topics including: frontline worker health and safety, forest and Arctic preservation, board diversity, climate change, and public health.
- Filed our 300th shareholder proposal to work with companies on their social and environmental impacts
- Launched two new mutual funds: the Domini Sustainable Solutions Fund and the Domini International Opportunities Fund
To find out more about these initiatives and highlights, download our report.
About Domini Impact Investments LLC
Domini Impact Investments LLC is an SEC-registered investment adviser specializing exclusively in impact investing. Domini serves individual and institutional investors who wish to create positive social and environmental outcomes while seeking competitive financial returns. Domini applies social, environmental and governance standards to all its investments, believing they help identify opportunities to provide strong financial rewards to its fund shareholders while also helping to create a more just and sustainable economic system.
Before investing, consider the Funds’ investment objectives, risks, charges and expenses. Contact us for a prospectus containing this and other information. Read it carefully. The Domini Funds are not insured. You may lose money. Shares of the Domini Funds are offered for sale only in the United States.
Past performance is no guarantee of future results. The Domini Funds are not bank deposits and are not insured. Investment return, principal value, and yield will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. You may lose money.
The Domini Impact Equity Fund is subject to certain risks including impact investing, portfolio management, information, market, recent events, and mid- to large-cap companies risks. The Domini Impact International Equity Fund is subject to certain risks including foreign investing, emerging markets, geographic focus, country, currency, impact investing, and portfolio management risks. The Domini Sustainable Solutions Fund is subject to certain risks including sustainable investing, portfolio management, information, market, recent events, mid- to large-cap companies and small-cap companies risks. The Domini International Opportunities Fund is subject to certain risks including foreign investing, geographic focus, country, currency, impact investing portfolio management and information risks. Investing internationally involves special risks, such as currency fluctuations, social and economic instability, differing securities regulations and accounting standards, limited public information, possible changes in taxation, and periods of illiquidity. These risks may be heightened in connection with investments in emerging market countries.
The Domini Impact Bond Fund is subject to certain risks including impact investing, portfolio management, style, information, market, recent events, interest rate and credit risks. The value of your investment will fluctuate with changes in interest rates and could decline if an issuer’s credit rating falls, it goes bankrupt or it fails to pay, or otherwise defaults on payments of interest or principal. The Domini Impact Bond Fund currently holds a large percentage of its portfolio in mortgage-backed securities. During periods of falling interest rates, mortgage-backed securities may prepay the principal due, which may lower the Fund’s return by causing it to reinvest at lower interest rates. Some of the Domini Impact Bond Fund’s community development investments may be unrated and carry greater credit risks than its other investments. Potential risks related to the Bond Fund’s investments in derivatives include currency, leverage, liquidity, index, pricing and counterparty risk. TBA (To Be Announced) securities involve the risk that the security the Bond Fund buys will lose value prior to its delivery, that the security will not be issued, or the other party to the transaction will not meet its obligation, which can adversely affect the Fund’s returns. The reduction or withdrawal of historical financial market support activities by the U.S. Government and Federal Reserve, or other governments/central banks could negatively impact financial markets generally and increase market, liquidity and interest rate risks which could adversely affect the Funds’ returns.
DSIL Investment Services LLC (DSILD), Distributor, Member FINRA. 5/21