Looking at the fund lineup, Domini products have not lasted with top-tier asset managers, with their five-year success ratio at 10%, meaning that only 10% of its products have both survived and beaten their respective category median. Longest-tenured managers’ average asset-weighted tenure within the firm is ten years, bringing a wealth of knowledge through a complete market cycle and ultimately contributing positively to the rating. Turnover among Domini portfolio management ranks has been low compared to other firms in the past five years. This stability on the personnel front boosts confidence in its staying power.
The Story of the First ESG Index
How the Domini 400 withstood the test of time.