Domini

The firm has struggled to provide a durable product shelf, with only a 10% five-year success ratio, meaning that only 10% have both survived and beaten their respective category median. A low success ratio not only indicates weak performance but also raises flags about a firm’s discipline around investment strategy and product development. With an average asset-weighted tenure of nine years among the longest-tenured managers at Domini, the firm is on par with peers. Seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions. Turnover among Domini portfolio management ranks has been low compared to other firms in the past five years. This stability on the personnel front boosts confidence in its staying power.