- According to the Social Investment Forum, by 2008 more than $1.9 trillion worth of assets in the U.S. were
under management utilizing some form of social screening. Socially responsible mutual funds in the U.S. manage
nearly $160 billion worth of assets: 8 percent of all U.S. assets under management, a 28 percent increase since 2005.

- In Canada, Socially Responsible Investment assets increased by 27% from 2002 to 2004, to a total of $65.5 billion.

- In the US, Ethical Investment assets grew 40% faster than all professionally managed investment assets
between 1995 and 2003, by a rate of 240% compared with 174% for all managed assets.

- Between 2001 and 2003 investment assets in the USA which employed one or more forms of social screening
increased by 7%, while all professionally managed portfolios fell by 4%.

- In 2002, socially responsible mutual funds in the US experienced net inflows of $1.5 billion,
compared with U.S. diversified equity funds which experienced outflows of nearly $10.5 billion.

- It was reported by Morningstar that money invested SRIs in the US grew 321%, from $9.5 billion in 2000 to
$40 billion in 2005, compared with only a 21% increase in money invested in all stock, bond and hybrid mutual funds.

- In the year to June 2005, European assets under management in green, social and ethical mutual funds
were reported to have increased by 27%.

- A survey of US investors conducted by Harris Interactive® for Calvert reported that 84% of investors were
more likely to invest in a mutual fund if it engages in ethical business practices in its operations and reporting.

- The average 10-year return for the Domini 400 Social Index up to 2002 was 9.99%,
compared with the S&P 500's average return of 9.33%.

- In Canada, the Jantzi Social Index (JSI) gained 2.36% between 2000 and 2003 while the S&P/TSX 60 lost 6.92%.

- In the US, 11 of the 15 screened funds with US$100 million or more in assets earned top marks for
performance from Morningstar or Lipper for both the one year and the three years to end September 2001.

- Over the five years to end 2005, the average return in the US on socially responsible funds with investments
in large-cap companies was 11.99%, almost the same as the 12.60% average return on regular large-cap funds.

- In Australia, average SRI fund three-year returns to end June 2004 were 5.2 per cent,
compared with 4.4 per cent for the ASX 200 Index.

- According to the Social Investment Forum, the numbers of SRIs which included shareholder advocacy grew
by 15% between 2001 and 2003.

- In 2003 a record number of more than 1,080 proxy resolutions were filed in the USA, reflecting a high level
of involvement by stakeholders in the management and business practices of companies.

- The Social Investment Forum reported that the SRI strategy of community investing increased by 84%
between 2001 and 2003 in the USA.

- In 2003 there was $14 billion in community investment assets in the U.S, of which $72 million
were allocated to international community development projects.

- According to the United Nations Environment Program Finance Initiative socially responsible investing
does not result in lower investment returns.

- Research into the impact of community investments in Atlantic Canada in 2002 found that 73%
of the 263 respondents who had received technical assistance and business loans had increased their
business planning skills and 61% had increased their budgeting and financial management skills.

- In the United States, research conducted in 2001 identified 512 community investment funds which had,
in total, provided financial support for 7,484 businesses and created 52,798 jobs.

- The 2001 US study also found that the 512 community investment funds identified had provided financial
services to 2,143,217 people, mortgages to 7,139 economically disadvantaged people, 43,428 homes for
low-income families and 501 community service facilities in economically disadvantaged communities.