•Domni Fund: Socially Responsible Investing has beaten the S+P 500 for decades.
–since 1990, the social index (MSCI KLD 400) returned an average annual total return of 10.46% compared with the S&P 500’s 9.93%.
•New Amsterdam Partners: Companies with high environmental, social and governance ratings create shareholder value and are less volatile than lower-rated companies. “Found a clear relationship between stock returns and ESG ratings: higher return companies in aggregate had better ESG ratings. a strong negative correlation between ESG ratings and stock volatility, especially when market volatility was higher.
•Fast Company: Starting and surviving in today’s economy is hard, but the companies that figure it out have something in common: the pursuit of purpose, alongside the pursuit of profit. A purpose mobilizes people in a way that pursuing profits alone never will.
•Harvard Business Review: “Growing body of evidence that companies that are the most successful at maximizing shareholder value over time are those that aim towards goals other than maximizing shareholder value.” Justin Fox, Jay Lorsch, HBR, July/August 2012
•Lisa Hagerman, Janneke Ratcliffe: “In fact, there is growing evidence that activities funded with an eye toward both long-term economic impact and profits have outperformed many purely profit-motivated activities in the same space.” Lisa Hagerman, Janneke Ratcliffe
“In conducting a meta-analysis of 49,928 business units across 192 organizations representing 49 different industries in 34 countries, Gallup scientists discovered that margin and mission are not at odds with one another at all.”
“When promise and behavior are in sync and customers are aligned with a brand promise, they give that brand twice as much share of wallet (47%) as customers who aren't aligned with that same brand (23%)”
Vision with Purpose is that powerful? Yes it is.
The voice and stories from this blog originate from the collective wisdom and experiences not just of our team, but with those we were fortunate to learn from.