Domini Impact International Equity Institutional Fund (DOMOX)

Overview

The fund is an investment platform that focuses on selecting mid- to large-capitalization companies across Europe, the Asia-Pacific region, and various other global locations. With a commitment to diversification, it mandates that its investments connect economically to a minimum of 10 different countries, excluding the U.S., and insists that at least 40% of the fund's assets be invested in entities operating outside of the U.S. In addition to financial performance, the fund places a strong emphasis on generating positive environmental and social impacts, striving to achieve outcomes beneficial to both people and the planet. This dual focus reflects a holistic approach to investing, where financial gains are pursued alongside meaningful contributions to social and environmental causes. The adviser's role encompasses the meticulous identification of opportunities that align with these values, ensuring the fund's investments contribute to the desired positive impacts while also maintaining competitive financial returns.

Products and Services

The fund offers a unique blend of investment solutions, each designed to meet the needs of investors looking to combine their financial objectives with their desire to contribute to a more sustainable and equitable world. Below are the core offerings provided by the fund:

• Mid- to Large-Capitalization Equity Investments:

  This service focuses on investing in mid- to large-sized companies within Europe, the Asia-Pacific region, and other parts of the world, aiming to achieve solid financial returns for investors. These investments are carefully selected based on their economic ties to over ten countries outside the U.S., ensuring a diverse and resilient portfolio.

• International Diversification:

  The fund commits to investing a minimum of 40% of its assets in companies operating outside of the U.S., fostering a broad international exposure. This strategy not only diversifies risk but also offers investors access to growth opportunities in various economies worldwide.

• Environmental and Social Impact Investing:

  At its core, the fund seeks to make investments that offer positive environmental and social returns. By targeting companies that contribute to sustainable development, resource efficiency, and equitable practices, the fund aims to generate impactful outcomes alongside financial gains. This approach aligns investors' portfolios with their values, offering a tangible way to contribute to global betterment.