Natural Investments Heart Rating

Since 1992, the NI Social Rating (the Heart Rating) has been the leading tool investors can use to get a snapshot of sustainable and responsible mutual funds’ environmental, social, and governance (ESG) performance. The Rating methodology addresses avoidance and affirmative screening, shareholder advocacy, community investing, and the firm’s research process. The Rating does not include consideration of financial performance; see US SIF’s performance charts for that.  See the latest NI Heart Ratings.

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