SCR 500 2023

SDG COMMITMENT IN ANNUAL REPORTS BACKED BY MEDIA COVERAGE AND IN AGREEMENT WITH FINANCIAL ANALYSTS DOCUMENTS LONG TERM OUTPERFORMANCE SINCE INCEPTION

Creating an index based on the new global compass called the 17 Sustainable Development Goals (SDGs) with their 169 targets was the task given the senior executives from the UN at the start of UNGSII. Scholars and experts from the finance sector turned this goal into the SCR 500. 169 stocks were picked out of the basket of 500 because these were the ones that reported to their authorities (like the SEC) in a legally binding way on how shareholder money was spent in the past 12 months and discussed what their plans were for the coming years. Comparing these self-declarations with a solid dataset provided by the analysis of opinion leading business media, as well as judgements from financial experts who were quoted in opinion leading finance media, rounded out the process.

This unique approach led to data and signals handed over to the team of Princeton Capital Management. They created the SCR500 and managed to achieve a cumulative return for the first 5 years beginning in 2017 of 67 percent. The portfolio was under development for the first two years and funded for the three years since. This shows not only that outperforming MSCI World, DJSI or FTSE4Good is possible, it illustrates that the SDGs are a solid compass not only but explicitly for the finance sector. Costs involved: 4 Euro per statement/ quote as well as 11 Euro per report.