Make More Sustainable Decisions

Our Analytical Framework

VIA3 is the ultimate decision-making tool to evaluate sustainability

Below are case studies that demonstrate how VIA3 can be used to define and assess sustainability in mutual funds and ETFs. Contact us for more information about opportunities to provide sustainability assessments.

Terms and Conditions

Available Case Studies

Global Equity    MSCI ACWI

Factsheets Included

International Equity Comparative Analysis     MSCI EAFE

Factsheets Included

US Equity Large Cap Growth Comparative Analysis     Russell 1000 Growth

Factsheets Included

COMPARATIVE FUND

Vanguard Russell 1000 Growth ETF - VONG

FACT SHEETS

Brown Advisory Sustainable Growth Fund – BIAWX

Calvert Equity Fund – CSIEX

Fidelity Blue Chip Growth Fund – FBGRX

Jensen Quality Growth Fund – JENSX

Schwab Large Cap Growth Fund – SWLSX

T. Rowe Price New America Growth Fund – PRWAX

US Equity Large Cap Comparative Analysis     S&P 500

Factsheets Included