2020 Saturna Sustainable Funds Impact Report
The end of the first quarter of 2020 marked the five-year anniversary since the inception of the Saturna Sustainable Funds. We look forward to continue serving our investors while providing them with an asset allocation option that integrates environmental, social, and governance (ESG) considerations.
This Impact Report is a means of communicating to our clients how we approach sustainability from an investment perspective. This report contains useful information about the portfolios’ ESG key performance indicators (KPIs) for the first quarter of 2020, relative changes in KPIs from the previous year, positioning of the portfolios, and our strategic outlook for the upcoming year. For example, we are pleased to share that at the end of the first quarter, the Saturna Sustainable Bond Fund held 25% of its assets in green bonds.