The Jantzi Social Index^® (JSI^®) has outperformed both of its conventional benchmark indicies since its inception five years ago, Jantzi Research Inc. has announced.

Since its launch on January 1, 2000 through December 31, 2004 the JSI increased in value by 22.05%, outperforming both the S&P/TSX Composite (18.62%) and S&P/TSX 60 (11.85%).

On an annualized basis the JSI’s return since its launch was 4.07%, outpacing the S&P/TSX Composite and S&P/TSX 60 by 59 and 180 basis points, respectively.

 

“We are very pleased with these results,” said .  The five year mark represents a key benchmark for the financial industry,” said Michael Jantzi, president of Jantzi Research Inc., creator of the JSI.  “The numbers highlight that social and environmental factors are an increasingly important component of share value and can be incorporated into the investment decision-making process with positive results.”

 

“The Jantzi Social Index is one piece of a puzzle that is beginning to show that taking intangible factors into account does not hinder return, thereby strengthening the belief that this can be an important part of a prudent investment strategy” said Murray Gold, a partner at Koskie Minsky and one of Canada’s leading experts on pension funds and fiduciary duty.

The JSI’s performance statistics “should help dispel the myth that investors in Canada can invest to make money or to be consistent with their values, but they can’t do both,”  said Eugene Ellmen, Executive Director of the Social Investment Organization.

For more information, visit www.jantziresearch.com