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IKBSRIO2-D4 Horizon 2 SRI Fact Sheet Booklet[removed]indd
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Document Date: 2014-04-18 16:56:05

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File Size: 1,39 MB

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City

Chicago / /

Company

Domini Social Equity Fund / Vanguard FTSE Social Index Fund / TIAA-CREF / The New York Times / Green Century Equity Fund / Group Group Group Group Group / Global Equity Fund / Horizon Investment Services LLC / Group 3 / Money / Investor Calvert Social Index Fund / Forbes / Group 2 / CFA / R Portfolio 21 Global Equity Fund / Horizon Publishing Company / USA Today / Choice Equity Fund / Thomson Reuters / NBC / Shelton Green Alpha Fund / Investor Fund / Charles Carlson / Calvert Social Index Fund / Instit Portfolio 21 Global Equity Fund / SustainableOpp Vanguard FTSE Social Index Fund / Socially Responsible Net CNI Socially Responsible Equity Fund / Aware Fund / Instit Pax World Global Environ Mkts Fund / The Wall Street Journal / LLC Horizon Investment Services LLC / Bloomberg / Equity Holdings / Standard Deviation Benchmark Composite N.A. N.A. / Legg Mason / Informa Investment Solutions Inc. / Sel Soc Index Fund / Citigroup / CNI Socially Responsible Equity Fund / Indiv Inv Pax World Global Environ Mkts Fund / Barron’s / Net Calvert Social Index Fund / Portfolio 21 Global Equity Fund / John Wiley & Sons / /

Country

United States / /

Currency

USD / /

Event

Funding / /

Facility

Northwestern University / University of Chicago / /

IndustryTerm

steel industries / substan al by-products / por olio management / airline / /

MarketIndex

S&P 500 / Russell 3000 / FTSE 100 / MSCI USA Investable Market / MSCI KLD 4OO Social / MSCI USA ESG Sel Soc / FTSE KLD 400 Social / ta / SRI / MSCI SRI Socially Screened / Dow 30 / /

Organization

Northwestern University / Strong opera / Parnassus Fund / the University of Chicago / Neuberger Berman Soc.Resp.Investor Fund / Mkts Fund / Green Century Balanced Fund / /

Person

Execu / Zephyr StyleADVISOR / Shelton Green / Chuck Carlson / Richard Moroney / Charles Carlson / /

/

Position

architect / Chief Investment / Chartered Financial Analyst / Harper / author / Management Chief / Por olio Manager / independent registered investment adviser / Manager returns / Top Management Chief / Chief / /

Product

Quadrix / Dow Theory Forecasts / Quadrix / our proprietary quan ta ve stock-ra ng system / using Quadrix / /

ProvinceOrState

Illinois / Indiana / /

PublishedMedium

The Wall Street Journal / Forbes / The New York Times / USA Today / /

RadioStation

WBBM / /

TVShow

Nightly Business Report / /

Technology

alpha / Information Technology / Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology / /

URL

www.HorizonInvestment.com / www.msci.com/eqb/methodology/meth_docs/MSCI_KLD_400_Index_May2012.pdf / /

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