Trustworthy Companies Offer Superior Investment Returns with Less Risk

Barbara Kimmel
2 min readJul 22, 2022
Copyright 2022 Next Decade, Inc.

This June Trust Across America-Trust Around the World (TAA-TAW) retained Index One, a global back testing and index creation firm based in London to evaluate our FACTS® Framework (ten year historical results) versus major US indexes.”

The results are as follows with annual rebalancing:

The top 50 FACTS® companies outperformed IWD (iShares Russell 1000 Value ETF) by 47% (15.46% vs.10.51% ).

The top 100 FACTS® companies outperformed IWD by 52.9%, 16.07% vs. 10.51% for IWD

Index One also performed the same analysis using the SPDR S&P 500 (SPY) ETF. 16.07% (50 companies) and 15.46% (100 companies) respectively vs. 15.27% for SPY.

(Alpha, Beta, Treynor Ratio, Upside and Downside Capture ratios produced excellent results)

Methodology: Ten years ago Trust Across America-Trust Around the World (TAA-TAW) constructed a model to evaluate the trustworthiness of public companies, incorporating quantifiable metrics and data and named it the FACTS® Framework, an acronym that includes five drivers or indicators of trustworthy business behavior. They are:

  • Financial stability
  • Accounting conservativeness
  • Corporate governance



Barbara Kimmel

Founder Trust Across America-Trust Around the World. Author of Award Winning TRUST Inc. series