Milestones

The following is a list of important milestones representing our growth and development:

2011
October Domini Social Investments recognized as a "Leader of Change" at the 2011 Global Conference for Social Change.
July AdvisorOne names Amy Domini to list of the most "influential, powerful, and inspiring women in ... wealth management."
2010
March Domini International Social Equity Fund acquires assets and liabilities of the Domini European Social Equity Fund and Domini PacAsia Social Equity Fund.
2009
November Domini International Social Equity Fund is launched.
September Amy Domini is honored by Time magazine as one of 25 “Responsibility Pioneers” who are changing the world.
June Domini marks 15 years of shareholder activism. Since 1994, Domini has filed 200 resolutions with 83 companies and engaged in numerous long-term dialogues with corporate management on a range of social, environmental, and governance issues.
June Managing Director and General Counsel Adam Kanzer is selected to join the Securities and Exchange Commission’s newly formed Investor Advisory Committee.
March Amy Domini receives Villanova University’s 2009 Praxis Award in Professional Ethics. Recipients exemplify ethical behavior in their respective fields, promote and encourage integrity, work toward a greater good, conduct research in the field of ethics, or influence the practice of ethics through professional works or leadership.
2008
December Ethisphere magazine names Amy Domini as one of its 100 most influential people in business ethics for 2008.
December Domini and Social Investment Forum jointly release Innovations in Social and Environmental Disclosure Outside the United States. The report, written by Domini, underscores that the U.S. is at risk of losing a competitive lead in the transparency of markets.
October Domini helps launch the Global Network Initiative, a diverse coalition of leading information and communications companies, major human rights organizations, academics, investors, and technology leaders working to protect and advance freedom of expression and privacy.
September Amy Domini and Domini Managing Director Adam Kanzer are included in Directorship magazine’s Directorship 100 list of the most influential people on corporate governance and in the boardroom.
September Domini briefs the Congressional Human Rights Caucus on what investors can do to implement policies addressing genocide and other crimes against humanity. Domini is the only financial services representative present.
May Domini, Walt Disney, McDonald’s, and other organizations release the final report of Project Kaleidoscope, a multi-year collaborative project designed to promote sustained compliance with labor standards mandated by corporate codes of conduct for manufacture.
May Amy Domini and Steve Lydenberg are profiled in The Difference Makers by Sandra Waddock, a book that tells the stories of “visionary social and institutional entrepreneurs” who have influenced the modern corporation.
2007
December Domini wins Social Capitalist Award from Fast Company magazine and Monitor Group in the first year that for-profit companies are eligible. The award recognizes organizations and companies for using the tools of business to solve the world’s most pressing social problems.
October Amy Domini receives an honorary Doctor of Humane Letters degree from Yale’s Berkeley Divinity School, and delivers an address to the graduating class.
July Amy Domini publishes the first in a series of columns on social investing and related issues in Ode magazine.
January Plenty magazine honors Domini as one of 20 companies that are changing the world, citing Domini’s engagement with Coca-Cola, Dell, and JPMorgan Chase.
2006
December Domini PacAsia Social Equity Fund and Domini European PacAsia Social Equity Fund are launched, establishing Domini as a global social investment firm.
October Domini European Social Equity Fund completes its first year of operations with a total return of 32.03%, versus 23.41% for the MSCI Europe Index.

August Domini shareholders approve a new active investment strategy for the Domini Social Equity Fund and Domini Institutional Social Equity Fund, and select Wellington Management LLC as submanager.
2005
October Domini European Social Equity Fund, the first mutual fund for U.S. social investors devoted entirely to the stocks of European companies, is launched, with active investment strategy incorporating Domini social research and submanagement by Wellington Management LLC.
September Amy Domini is honored by President Clinton at the inaugural meeting of the Clinton Global Initiative for helping protect children and the environment through the Domini Fund for International Giving.
September Amy Domini is honored by the Interfaith Center on Corporate Responsibility for her “leadership and vision in socially responsible investing.”
July Domini and Christian Brothers Investment Services release Out of the Box, a 38-page report including nine guidelines to help big-box retailers address the social and environmental impact of store locations, land procurement, and leasing.
June Shareholders vote to select Seix Advisors as the new submanager of the Domini Social Bond Fund.
May Domini launches Domini Social Equity Portfolio Class A shares, making its flagship U.S. equity strategy available to investors who use commission-based financial advisors.
April After dialogue with social investors including Domini and led by Christian Brothers Investment Services, JPMorgan Chase announces a comprehensive new environmental policy.
April Time magazine names Amy Domini one of the world’s 100 most influential people of the year.
April Amy Domini is honored by the National Neighborhood Coalition for her work on behalf of community investing.
April Amy Domini is awarded Notre Dame University’s Rev. Theodore M. Hesburgh Award for Business Ethics.
January Steven D. Lydenberg publishes Corporations and the Public Interest: Guiding the Invisible Hand (Berrett-Koehler), explaining how market forces can be used to move companies away from abusive practices.
2004
July Domini Social Bond Fund buys a $2 million piece of the first rated mortgage-backed security sponsored by the Community Reinvestment Fund, a nonprofit organization that has injected hundreds of millions of dollars into economically disadvantaged communities.
June U.S. Supreme Court upholds the Alien Tort Claims Act, an important tool for holding human rights violators accountable, after Domini signs the International Labor Rights Fund’s brief in support of the Act.
May Gap Inc. releases its first Social Responsibility Report, after two years of dialogue between the company and a coalition of socially responsible investors including Domini Social Investments.
February-March Time Warner and Tribune agree to disclose information on their websites regarding their political contributions. Time Warner’s website also includes its positions on public policy issues.
2003
September Following months of dialogue with a shareholder coalition led by Domini and the Center for Reflection, Education and Action, Procter & Gamble helps address the plight of small coffee growers by introducing a line of Fair Trade Certified® coffee.
June Domini Social Bond Fund marks its third anniversary and grows to over $49 million in net assets.
April Domini files an amicus (friend of the court) brief with the U.S. Supreme Court in the case of Nike v. Kasky. The brief supports San Francisco activist Marc Kasky in his effort to hold Nike accountable for its statements concerning labor conditions in overseas factories.
January Acting on a rulemaking petition from Domini and two labor unions, the SEC adopts new rules requiring mutual funds and investment advisors to disclose their proxy voting policies and their actual proxy votes.
2002
Spring Domini gains record high votes for several shareholder resolutions, including a 27% vote asking Household International to tie executive pay to ending predatory lending practices.
March Domini is selected to manage the "socially responsible account" within the City of New York Deferred Compensation Plan, containing assets in excess of $190 million.
2001
November Domini Social Investments urges SEC to mandate Proxy Voting Disclosure. The letter from Amy Domini to SEC Chairman Harvey L. Pitt states that proxy voting disclosure "should be considered a fundamental fiduciary obligation that mutual funds owe to their shareholders, and should be required as a matter of law."
September Domini launches new website for socially responsible investors.
June Domini Social Equity Fund celebrates 10th anniversary.
January Domini Money Market Account surpasses $50 million in assets.
January Amy Domini publishes Socially Responsible Investing: Making a Difference and Making Money (Dearborn Trade), an investor’s guide to pursuing your personal bottom line and contributing to a just and fair society.
2000
October Domini Money Market Account is expanded to include ShoreBank Pacific, the nation's first community development bank dedicated to supporting environmentally sustainable businesses.
  To help support the worldwide growth of socially responsible investing, Domini becomes a lead sponsor and founding member of AsrIA (Association for Sustainable & Responsible Investment in Asia), a nonprofit membership association dedicated to promoting corporate responsibility and sustainable investment practices in the Asia-Pacific region.
July With more than $40 million in assets, Domini Money Market Account becomes ShoreBank's largest depositor.
  Domini cosponsors third annual Verite Conference in Shanghai, China, aimed at improving human and labor rights standards and eliminating sweatshops in China.
July Assets under management reach $2 billion.
June Domini Social Bond Fund is launched, combining investment-grade bonds with a community development component.
1999
December Domini becomes the 15th fastest growing mutual fund family in the country.
  401(k)s represent 30% of asset growth, reflecting increasing demand for socially responsible options by retirement plan participants.
  In a speech to the Investment Company Institute Procedures Conference (the trade organization of the mutual fund industry), SEC Commissioner Paul Carey stated: "I am aware of at least three entities that have begun to provide voting information to shareholders on their websites. CalPERS …. the Domini Social Equity Fund ….and TIAA-CREF…. [I] ask that you consider whether disclosing fund voting practices or policies would be useful information for your shareholders."
  Working with Friends of the Earth, the National Wildlife Federation and the International Rivers Network, Domini opens dialogue with senior management at Merrill Lynch to discuss the incorporation of social and environmental criteria into Merrill's underwriting business.
May Domini Social Equity Fund reaches $1 billion in assets.
  Domini Social Investments LLC joins the CERES coalition.
April Domini cosponsors Fish Tree Water Blues Concert in San Francisco, hosted by the Earthjustice Legal Defense Fund.
  Current proxy voting decisions are published on website, the first time a mutual fund manager has publicly disclosed its proxy votes Domini challenges industry to follow suit.
1997
October Mutual fund management and administrative services are centralized in New York City with formation of Domini Social Investments LLC.
1996
October Domini Social Equity Fund reaches $100 million in assets.
Fall Domini’s first shareholder proposals on sweatshop and human rights issues are co-filed. Our proposals were filed with Atlantic Richfield, R.R. Donnelley & Sons and Johnson & Johnson.

Intel shareholder proposal is withdrawn after the firm agrees to revise its Environmental Health and Safety Policy to include information sharing with the communities in which it operates.
  Annual publication of our Proxy Voting Guidelines and Social Screening Criteria begins.
June Domini Institutional Social Equity Fund is launched, catering exclusively to foundations, endowments, and nonprofit organizations.
1995
Fall Domini co-files its first shareholder proposals, relating to the CERES Principles on the environment. The proposals are filed with Atlantic Richfield Co., Cooper Industries, Inc., R.R. Donnelley & Sons, and Equitable Resources, Inc.
July Domini forms innovative partnership with South Shore Bank, the nation's first and leading community development bank, and launches the Domini Money Market Account (DMMA). The DMMA is an FDIC-insured account that allows investors to achieve market rate returns while providing the bank with critical assets for its community development work.
1994
Fall Domini co-files its first shareholder proposal, asking Wal-Mart to publicly report its diversity data.
1993
  Domini Social Equity Fund reaches $10 million in assets.
  Amy Domini coauthors Investing for Good (Harper-Collins), a book that focuses on the manner and method of socially responsible investing.
1992
January Proxy Voting Guidelines are published in our Semi-Annual report to shareholders, one of the first times a mutual fund manager publicly reported this type of information .
  Amy Domini coauthors The Social Investment Almanac (Henry Holt & Co.), a handbook on socially responsible investing containing numerous articles by leaders in the field.
1991
June The Domini Social Equity Fund is launched, becoming the first socially and environmentally screened index fund in the world.
1990
May The Domini 400 Social Index, the first socially and environmentally screened index, is launched by Kinder, Lydenberg, Domini & Co. The Index was created by Amy Domini, Peter Kinder, and Steven Lydenberg.
1988
  Amy Domini coauthors Challenges of Wealth (Dow Jones Irwin, 1988) a book that provides information on how to appropriately manage your money and start enjoying life.
1984
  Amy Domini coauthors Ethical Investing (Addison-Wesley, 1984), one of the first comprehensive discussions of socially responsible investing.

* Returns quoted above represent past mutual fund performance after all expenses. Past performance is no guarantee of future results. Current performance may be lower or higher than performance data quoted. Investment return, principal value, and yield of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Each investor should consider the investment objectives, risks, charges, and expenses of the investment carefully before investing. A 2.00% redemption fee is charged on sales or exchanges of shares made less than 30 days after settlement of purchase or acquisition through exchange, with certain exceptions. Performance data quoted above does not reflect the deduction of this fee, which would reduce the performance quoted. See the prospectus for more information about these and other topics.