Performance Benchmarks
and Analytical Data
KLD develops performance benchmarks for socially
screened portfolios. |
In 1990 KLD created the KLD
DS 400 IndexSM, a socially screened, capitalization-weighted
index of 400 common stocks. The DSI is recognized as the first SRI
benchmark.
For Information on DSI Analytics, Licencing and Redistribution, contact
Tom Kuh. |
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|
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Value
|
Change
|
%
|
|
444.03
|
0.32
|
0.07
|
 |
|
|
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In January 2001, KLD launched the KLD
BMS Index in response to market demands for a wider universe of
socially screened equities. The KLD BMSI is the most extensive socially
screened benchmark to date.
For Information on BMSI Analytics, Licensing and Redistribution contact
Tom Kuh.
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|
|
|
Value
|
Change
|
%
|
|
127.46
|
0.46
|
0.36
|
 |
|
|
|
In April 2001, KLD launched the KLD LCS
Index, which tracks the performance
of the largest socially screened US equities, based on market capitalization.
For Information on BMSI Analytics, Licensing and Redistribution contact
Tom Kuh. |
|
|
|
Value
|
Change
|
%
|
|
123.10
|
0.44
|
0.36
|
 |
|
|
|
In conjunction with its benchmark services, KLD provides portfolio
attribution data on its indexes through its relationship with Russell/Mellon
Analytical Services. This data enables institutions to analyze the
performance of socially screened portfolios and to evaluate investing
strategies and styles.
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KLD Overview
KLD Research & Analytics, Inc. (KLD) is the leading authority on
social research for institutional investors.
To meet the needs of social investors, KLD provides research,
benchmarks, compliance,
and consulting services analogous to those provided
by financial research service firms.
KLD has been providing research products and services to the financial
services market since 1988. Featuring the largest corporate social research
staff in the world, KLD produces high-quality consistent research that
institutions have come to rely on.
Social
Investment Research
KLD monitors the social records of corporations in the entire global investable
universe. KLD's research is presented in the form of:
- In-depth Company Profiles
- Comprehensive Industry Involvement Reports
- Detailed Social Ratings
- This information is available in SOCRATES, The Corporate Social Ratings
MonitorSM an online research database containing social records
on more than 1600 US and international companies, including all companies
on the S&P 500 Index, Domini 400 Social Index, Russell 3000 Index
and KLD Broad Market Social Index .
Company Profile coverage includes the areas of environment, employee
relations, diversity, community, product quality, and non-US operations.
Company Profiles also report any involvement in alcohol, gambling, tobacco,
military contracting, and nuclear power.
KLD SOCRATES also generates complete Industry Involvement Reports of
domestic and international companies engaged in the businesses of alcohol,
tobacco, nuclear power, firearms, gambling, contraceptive products and
abortion, and military contracting.
KLD SOCRATES contains powerful proprietary applications for manipulating
social research. SOCRATES users can model portfolios, test the impact
of multiple social screens, and produce custom reports.
KLD knows that investment professionals depend on timely information.
Its continuous update process ensures that important developments are
reported in SOCRATES as they occur.
Contact KLD for more information on SOCRATES today!
For more information on Compliance Services, please contact Justin Lowell-Bellew.
KLD's consulting services include
- Social investment policies and guidelines
- Social audits of portfolios
- ustomized research
- Social investment benchmarks
- Socially screened financial products
For more information about Consulting services, please contact Michelle
Lapolla today.
KLD Research & Analytics, Inc.
Russia Wharf, 530 Atlantic Ave., 7th Floor
Boston MA 02210
617-426-5270
www.kld.com
