What is the MSCI KLD 400 Social Index?

The MSCI KLD 400 Social Index comprises companies with high Environmental, Social and Governance (ESG) ratings and excludes companies involved in alcohol, gambling, tobacco, military weapons, civilian firearms, nuclear power, adult entertainment, and genetically modified organisms. The index aims to serve as a benchmark for investors whose objectives include owning companies with very high ESG ratings and avoiding companies that are incompatible with specific values-based criteria. Any comparison to the MSCI KLD 400 Social Index, or to any other benchmark, is shown for illustrative purposes only. Swell’s portfolios differ from the MSCI KLD 400 Social Index in that, among other factors, Swell’s portfolios are managed, primarily focused on small and mid-cap stocks, undiversified, bear fees and may vary materially in volatility.

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