About the Creative Investment Research, Inc. Diversity Portfolio
What Is Diversity?
A diverse corporation has an inclusive work force, marketplace and business community (suppliers, partners and investors). To successfully compete in the United States and globally, companies must reflect the changing population within the ranks of their employees and managers. Increasingly, the faces of our work force, our suppliers and our investors are faces of color, faces of women, faces of people with disabilities, faces of gay, lesbian, bisexual and transgendered individuals, faces of older workers. By integrating diversity into the workplace, companies vigorously tailor their offerings to fit the needs of shifting cultural priorities.
Research supporting the Creative Investment Research, Inc. Diversity Portfolio is compiled by the firm. Our firm is certified by the U.S. Small Business Administration as a minority owned business.
What About Investment Performance?
More investment performance data is contained on the secure section of the website. From 4/7/06 to 2/1/08, the model portfolio returned 5.41% versus an 11.43% return for the stock market, as measured by a major stock market index.
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NOTE: All stock investments entail risk and volatility. You should always consider risk before making any investment in equities. This is a new product in a new category of socially responsible investing, so there is no historic track record of similar investment products. Nevertheless, The Creative Investment Research, Inc. Diversity Portfolio has similar stock exposures and sector weightings to many large-cap U.S. equity funds. Thus, we believe the Creative Investment Research, Inc. Diversity Portfolio will have a risk/reward profile that is broadly similar to the historic results of the S&P 500 Index. Over time, we believe that stocks in diversity friendly companies will provide attractive investment returns, possibly superior to the S&P 500. This thesis is untested, however, and even the past returns of the S&P 500 do not guarantee future results.
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