Wealth Management
/ Investments & Research
18
For Advisor Use Only
January/February
2014
$0
$100.00
$200.00
$300.00
$400.00
$500.00
$600.00
$700.00
$800.00
4/30/90
4/30/91
4/30/92
4/30/93
4/30/94
4/30/95
4/30/96
4/30/97
4/30/98
4/30/99
4/30/00
4/30/01
4/30/02
4/30/03
4/30/04
4/30/05
4/30/06
4/30/07
4/30/08
4/30/09
4/30/10
4/30/11
4/30/12
4/30/13
MSCI KLD 400 Social Index
MSCI KLD 400 Vs. MSCI USA Index
MSCI USA Index
$100.00
$110.00
$120.00
$130.00
$140.00
$150.00
$160.00
$170.00
4/30/09
6/30/09
8/31/09
10/31/09
12/31/09
2/28/10
4/30/10
6/30/10
8/31/10
10/31/10
12/31/10
2/28/11
4/30/11
6/30/11
8/31/11
10/31/11
12/31/11
2/29/12
4/30/12
6/30/12
8/31/12
10/31/12
12/31/12
2/28/13
4/30/13
6/30/13
8/31/13
10/31/13
MSCI EAFE ESG
MSCI EAFE
MSCI EAFE ESG Vs. MSCI EAFE
Source: Bloomberg, Commonwealth
Figure 3. ESG Index Performance (U.S.)
Figure 4. ESG Index Performance (International)
