--- title: AFG Impact description: The AFG Impact (abbreviated as AFG SRI) model is a newer model, that is the result of a primary SRI image: https://blog.artifexfinancial.com/hubfs/Images/imgres-3.jpg --- [![](https://blog.artifexfinancial.com/hs-fs/hubfs/artifex%20logo%20color.jpg?width=72&name=artifex%20logo%20color.jpg "artifex logo color.jpg")](https://blog.artifexfinancial.com/)   - [Home](http://www.artifexfinancial.com) - [Blog](https://blog.artifexfinancial.com) - [Client Login](http://www.artifexfinancial.com/client-login/) - [Contact](http://www.artifexfinancial.com/contact/) Call Toll Free 855-PLAN OHIO - [Home](http://www.artifexfinancial.com) - Personal Services - [Financial Planning](http://www.artifexfinancial.com/personal-financial-planning/-2-0) - [Wealth Management](http://www.artifexfinancial.com/wealth-management/-02) - [Business Services](http://www.artifexfinancial.com/biz-services) - [ESG / Impact](http://www.artifexfinancial.com/esg) - [About Us](http://www.artifexfinancial.com/about-us/-02) - [Doug Kinsey](http://www.artifexfinancial.com/dougkinsey2) - [Darren Harp](http://www.artifexfinancial.com/darrenharp2) - [Gerald Summers](http://www.artifexfinancial.com/jerrysummers2) - [Kevin O'Connor](http://www.artifexfinancial.com/kevinoconnor2) - [Alexander Browning](http://www.artifexfinancial.com/alexanderbrowning) - [Elizabeth Raby-Salinas](http://www.artifexfinancial.com/elizabethraby-salinas) - [Jansen Davidson](http://www.artifexfinancial.com/jansendavidson) - [Blog](https://blog.artifexfinancial.com) - [Contact](http://www.artifexfinancial.com/contact/) - [Home](http://www.artifexfinancial.com) - Personal Services - [Financial Planning](http://www.artifexfinancial.com/personal-financial-planning/-2-0) - [Wealth Management](http://www.artifexfinancial.com/wealth-management/-02) - [Business Services](http://www.artifexfinancial.com/biz-services) - [ESG / Impact](http://www.artifexfinancial.com/esg) - [About Us](http://www.artifexfinancial.com/about-us/-02) - [Doug Kinsey](http://www.artifexfinancial.com/dougkinsey2) - [Darren Harp](http://www.artifexfinancial.com/darrenharp2) - [Gerald Summers](http://www.artifexfinancial.com/jerrysummers2) - [Kevin O'Connor](http://www.artifexfinancial.com/kevinoconnor2) - [Alexander Browning](http://www.artifexfinancial.com/alexanderbrowning) - [Elizabeth Raby-Salinas](http://www.artifexfinancial.com/elizabethraby-salinas) - [Jansen Davidson](http://www.artifexfinancial.com/jansendavidson) - [Blog](https://blog.artifexfinancial.com) - [Contact](http://www.artifexfinancial.com/contact/) [![](https://blog.artifexfinancial.com/hubfs/Images/logoPhone.png)](http://www.artifexfinancial.com) - ![](https://blog.artifexfinancial.com/hubfs/Images/phone.png) - 855-752-6644 ![photoSec.jpg](https://blog.artifexfinancial.com/hs-fs/hubfs/Images/photoSec.jpg?width=1600&name=photoSec.jpg "photoSec.jpg") # Artifex Folios Durable Investment Portfolios Customized to Your Goals ## AFG Impact April 16, 2014 ![artifexesg-01.png](https://blog.artifexfinancial.com/hs-fs/hubfs/artifexesg-01.png?width=320&name=artifexesg-01.png)The AFG Impact (abbreviated as AFG SRI) model is a newer model, that is the result of a primary SRI (Sustainable, Responsible, Impact) screen applied to our AFG Large Cap Core model.  It is a basic SRI Screen that takes into consideration limitations on alcohol, tobacco, weaponry manufacturing, environmental sustenance, labor relations and human rights issues. The goal of the AFG Impact portfolio is to provide an investor with a basket of fairly valued stocks for the long run that also provide opportunities for long term growth and the added benefits of SRI investing. SRI investing is known by various terms and definitions.  Wikipedia defines it as [“Socially Responsible Investing”](http://en.wikipedia.org/wiki/Socially_responsible_investing), although a more contemporary term is Sustainable, Responsible, Impact investing.  For additional information, refer to US SIF at the following link:  [http://www.ussif.org/](http://www.ussif.org). This model is a starting point for clients who would like a “clean” portfolio and we encourage further dialogue with us if you would like to create a more specific portfolio to express your personal values. The inception date of this model is 4/2/2014 and it has generated a total return of 30.51% vs. the Pax World Growth Fund of 19.05% since that date.  This model’s 1Y return (1/1/2016-12/31/2016)  was 13.08% vs. the benchmark index return of 6.17%. Model Risk Metrics as of 1/18/2017: Beta vs. S&P 500: 1.01  Standard Deviation: 8.29% Dividend Yield: 1.99% ####  Representative Holdings: ACN - Accenture PLC AWR - American States Water Co DIS - Walt Disney Co HA - Hawaiian Holdings Inc JNJ - Johnson & Johnson OMC - Omnicom Group Inc TROW - T. Rowe Price Group DGX - Quest Diagnostics SCTY - SolarCity Corporation WWAV - WhiteWave Foods Co   ![Screen Shot 2016-11-08 at 1.03.59 PM.png](https://blog.artifexfinancial.com/hs-fs/hubfs/Screen%20Shot%202016-11-08%20at%201.03.59%20PM.png?width=164&name=Screen%20Shot%202016-11-08%20at%201.03.59%20PM.png)   ---     **Tell us your preferences, and we'll advise you on how your money can best reflect your values (all responses are confidential):**     ### Sign up to receive our blog posts ### Recent Posts ### Artifex Folios Portfolio Information [![](https://blog.artifexfinancial.com/hubfs/Images/logoNAPFA.gif)](http://napfa.org)[![Click for the BBB Business Review of this Financial Planning Consultants in Dayton OH](https://blog.artifexfinancial.com/hubfs/Images/blue-seal-200-42-artifexfinancialgroupllc-4430.png)](http://www.bbb.org/dayton/business-reviews/financial-planning-consultants/artifex-financial-group-in-dayton-oh-4430#sealclick) [![](https://blog.artifexfinancial.com/hubfs/Images/277913a6-258d-4ad9-960f-bd135d90d7df-1.png)](http://437a158b-19c6-435f-bee3-e85877009a64.mobapp.at?src=banners&p={t:180x150@64}) ### Quick Links - [Home](http://www.artifexfinancial.com) - [Contact](http://www.artifexfinancial.com/contact/) - [About Us](http://www.artifexfinancial.com/about-us/) - [Blog](https://blog.artifexfinancial.com) - [Wealth Management](http://www.artifexfinancial.com/wealth-management/) - [Personal Financial Planning](http://www.artifexfinancial.com/personal-financial-planning/) - [Artifex ESG Impact Investing](http://www.artifexfinancial.com/esg) - [Free Financial Planning Tools](http://www.artifexfinancial.com/free-financial-planning-tools/1) - [Client Login](http://www.artifexfinancial.com/client-login/-0) - [Compliance](http://www.artifexfinancial.com/compliance/-0) ### Contact Us **Artifex Financial Group** **Phone** 855-PLAN OHIO ( 855-752-6644 ) **Dayton Office** The Oakwood Building 2305 Far Hills Avenue, Suite 206 Oakwood, OH 45419 [Location map »](https://blog.artifexfinancial.com/locations#map-oakwood) **Cincinnati Office** Kenwood Center 8044 Montgomery Rd Suite 700 Cincinnati, OH  45236 [Location map »](https://blog.artifexfinancial.com/locations#map-cincinnati) **Columbus Office** Versa 1201 Dublin Road Columbus, OH 43215 [Location map »  ](https://www.artifexfinancial.com/locations/#map-columbus) **Los Angeles Office**WeWork Pacific Design Center - Red Building 700 N San Vicente Blvd, 7th Floor Los Angeles, CA. 90069 [Location map »  ](https://www.artifexfinancial.com/locations/#map-losangeles) [![](https://blog.artifexfinancial.com/hubfs/Images/iconsSocialFacebook.png)](https://www.facebook.com/pages/Artifex-Financial-Group-LLC/331487015638)[![](https://blog.artifexfinancial.com/hubfs/Images/iconsSocialTwitter.png)](https://twitter.com/artifexfg) [Privacy Statement and Legal Terms](https://blog.artifexfinancial.com/privacy/) | [Disclaimer](https://blog.artifexfinancial.com/disclaimer/) | [Compliance](https://www.artifexfinancial.com/compliance/-0) [FINRA](http://www.finra.org/) and [SIPC](http://www.sipc.org) © 2006 - 2026 Artifex Financial Group. 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