Jainism Impact 200: For Impact Mutual Funds

A monthly report reviewing 50 impact mutual funds and comparing it with the Jainism Impact 200 global index.

Key highlights:

  • Mainstream "Impact," "Ethical," and "Social" mutual funds promise values-aligned investing. The reality? They suffer from deep impact dilution.
  • A rigorous analysis of 50 top-rated ethical mutual funds reveals a startling truth: 30% of their top 200 corporate holdings directly fail foundational ethical tests.
  • Mainstream funds routinely reward companies for internal corporate perks while ignoring severe external harms like animal testing, ecosystem destruction, and predatory financial practices.
  • The Jainism Impact 200 global index solves this crisis.

Jainism Impact 200 institutional advantage:

  • The Jainism Impact 200 eliminates the ethical dilution found in 50 top funds through a broad, highly liquid starting universe and an uncompromised, objective 4-stage screening funnel
  • Starting Universe: 2,500 Deeply Liquid, US-Traded Equities US1000 + ADR1000 + Canadian Inter-Listed 200)
  • Screen A - Ethical: Absolute Ahimsā & Values Violations Excluded
  • Screen B - Finance: Strict Leverage, Debt, & Usury Ratio Caps Applied
  • Screen C - CSRD: Double-Materiality & Direct ESG Raw Data Verified
  • Screen D - Balance: Equal-Weighting Applied to Top 200 Final Stocks

How Jainism Impact 200 compares to the 50 mainstream funds:

  • Investment feature: Foundational Core; The 50 mainstream impact funds reviewed: Fragmented, subjective ESG scores; The Jainism Impact 200 standard: Systemic harmlessness (Ahimsā)
  • Investment feature: Starting Universe; The 50 mainstream impact funds reviewed: Narrow, restrictive ADR 300 pools; The Jainism Impact 200 standard: Broad, diversified 2,500 US-traded pool
  • Investment feature: Animal Protection; The 50 mainstream impact funds reviewed: Inconsistent; 60 top holdings allow harm; The Jainism Impact 200 standard: Absolute, non-negotiable exclusion
  • Investment feature: Financial Integrity; The 50 mainstream impact funds reviewed: Highly leveraged, debt-driven models; The Jainism Impact 200 standard: Strict equity-to-debt health ratios
  • Investment feature: Portfolio Weight; The 50 mainstream impact funds reviewed: Dominated by 5 or 6 mega-cap tech giants; The Jainism Impact 200 standard: Strict Equal-Weighting across 200 stocks

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