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Target Rock Advisors
VALUE PROPOSITION
SUSTAINABILITY & SOCIALLY
RESPONSIBLE INVESTING
PRODUCTS & SERVICES
SUSTAINABILITY SCORING
& INDEXING PROCESSES
SUSTAINABLE UTILITY
LEADERS INDEX
FAQ

VALUE FOR INVESTORS


We believe the U.S. utility equities markets represent an opportunity for long-term total returns including significant current dividend yields. We also believe that inherent industry characteristics make utilities viable SRI candidates.

Why are utilities potentially “sustainable” investments?

  • As regulated monopolies, utilities are charged with balancing social, environmental and economic considerations – the three fundamental building blocks of sustainability.
  • Utilities have an abiding interest in supporting local and regional health and economic development, since those areas represent their core markets.
  • State and federal regulation promotes diligence in reporting and assures a high degree of transparency.
  • Utilities are conduits for the promotion of energy conservation and efficiency, as well as the development of alternative clean energy sources and smart grid infrastructure.
  • Utility earnings are largely asset based and the companies themselves have a social commitment to maintaining quality service through sustainable investments in critical infrastructure. Asset-based earnings tend to be relatively stable over the longer term horizons customarily associated with sustainable planning.
  • Utilities are highly focused on providing dividends at attractive and sustainable levels.
  • Many utilities are under-covered by securities analysts…the small and mid-caps in particular. Therefore, price discovery and liquidity are potentially hampered, creating potential long-term investment opportunities.
For many SRI funds U.S. utilities, diligently analyzed and chosen based on their sustainability performance, can prove both a philosophical and financial fit.

  • Expanded SRI opportunities
  • Greater transparency in utility sustainability practices and performance
  • Sharper focus on long-term investment horizons