We have supplied a list of advocacy groups with links to their websites that can provide information on social issues. Please note that these links are to third party websites for the purpose of information only. These links in the Social Responsibility Investment Group website do not imply endorsement of, sponsorship of, affiliation with or control of these linked sites. We are not responsible for the contents or policies of any linked site. Please also refer to our privacy policy.

1. Balanced composite returns are asset-weighted, time-weighted returns for all portfolios of at least $1,000,000 in value of clients who have been clients for at least one full calendar quarter, except portfolios affected by a material margin debt position. 2. All returns represent Total Return including the reinvestment of dividends and interest. 3. Net performance is net of transaction costs and net of advisory fees. 4. Returns of Indices are extracted from 2010 Ibbotson Stocks, Bonds, Bills and Inflation (SBBI) Classic Yearbook (Morningstar Inc., Chicago, Illinois). 5. Past performance is not to be construed as a guarantee of future performance.

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