- www.bostoncommonasset.comBoston, MA
At Boston Common, we analyze opportunities from a broader perspective, incorporating environmental, social, and governance factors alongside traditional financial research. As shareowners, we actively engage companies to improve transparency and accountability and to manage for the long-term. We are proud to have built a strong investment record and believe we have meaningfully improved corporate practices globally through our engagement.
- www.calvert.comBethesda, MD
Established in 1976, Calvert is a diversified investment management firm serving individual and institutional investors. Offers a wide array of products, including more than 40 equity and fixed income mutual funds, workplace retirement options, and a national 529 college savings program. Recognized as a leader in taxable bond investing, Calvert also manages the largest family of mutual funds in the U.S. that feature integrated environmental, social, and governance research.
- www.cpeake.comGaithersburg, MD
Based in Washington DC, we serve an elite national clientele. Clients with sophisticated social and environmental interests find comfort in our ability to translate their wishes into customized investment practices.
Invests in companies whose products or services have an immediate, positive impact on society's major challenges, like nutrition, education, medical care, environmental concerns, senior citizen well-being, etc. Decisions are driven by in-house fundamental and quantitative research with input from an advisory board of business and academic leaders.
- www.FirstAffirmative.comColorado Springs, CO
Supports a nationwide network of investment professionals specializing in Sustainable, Responsible, Impact (SRI) investing. We offer unique resources and practical management assistance to financial advisors seeking to grow their practices by working with socially conscious clients. For more information on investing or to join the First Affirmative Financial Network, please contact us.
www.firstaffirmative.comColorado Springs, CO
Supports a nationwide network of investment professionals specializing in Sustainable, Responsible, Impact Investing (SRI). "We offer unique resources and practical management assistance to financial advisors seeking to grow their practices by working with socially conscious clients." For more information on investing or to join our First Affirmative Financial Network, please contact us. Account Minimum varies. Highly Customized portfolio design process.
Dark green portfolios for investors with strict social screens that requires more than fossil free. Working with clients where SRI mutual funds may not be a fit since 1989. Member of First Affirmative Financial Network
- www.mhinvest.comWoodstock, NY
Offers conservative investment management portfolios that emphasize dividends and rising income in yield-oriented portfolios. High priority on shareholder advocacy and client service. Serving institutions and individuals since 1987. Sub-adviser for the Total Return Utilities Fund and Touchstone Investments Premium Yield Equity Fund.
- www.nb.comNew York, NY
Portfolio co-managers look for stocks of mid- to large cap companies that first meet their stringent financial criteria. Their social screens are applied to these stocks. Ideal investment candidates are companies that show leadership in the areas of the environment, workplace diversity, and employment. Other considerations are based on companies' record in other areas of concern, including public health, type of product, and corporate citizenship.
- www.northstarasset.comBoston, MA
Works to balance clients' social and political concerns with their financial objectives. Believing that financial knowledge is empowering, examines with clients the financial and social impact of each investment, and takes action through investment, divestment, shareholder activism, and strategic charitable giving.