Fiduciary Duty and Socially Conscious Investing – Guidance for Investment Managers and the new DOL Fiduciary Rule By Greg Jackson The updated guidance issued by the Department of Labor (DOL) in October 2015 acknowledged that fiduciaries can proactively apply Environmental, Social, Governance (ESG) factor analysis when making investment decisions, and that those factors may have a "direct relationship to the economic and financial value of an investment." What is a fiduciary? Under Read more » Read More
Sustainable, Responsible, Impact Investing
First Affirmative offers asset management and consulting services to individual and institutional investors seeking to align investment decision-making with personal values and/or institutional missions.
Call it socially responsible investing, sustainable investing, green investing, or impact investing, we specialize in helping clients make money and at the same time, make a difference with their money. Working through a nationwide network of investment professionals, we help clients invest in companies that contribute to a clean, healthy environment, treat people fairly, embrace equal opportunity, produce safe and useful products, and support efforts to promote a more peaceful world.
We believe that as investors we must take responsibility for the impact our money has in the world. We create and manage investment portfolios tailored to meet the unique needs of socially conscious investors. We seek competitive returns while enhancing the common good.
We begin with a cornerstone principle of the Hippocratic Oath: "First, do no harm." Avoiding companies that make products or support markets that are violent, dangerous, or unhealthy, seems to us to be an obvious choice.
We believe investments that improve the human condition around the world can create a virtuous cycle of inter-related benefits. We believe that by investing in the most responsible corporate citizens, we can deliver better investment performance for our clients and create a more vibrant, healthy world.
At First Affirmative, we work to make life better for everyone. We envision a future where every child is safe, healthy, and free.
Why Water Is Becoming Everyone's Business For years the U.S. has enjoyed an abundance of water for households, business, and agriculture. However, within the last decade, the western U.S. has begun to experience its share of water stress and droughts showing the need for more awareness and for the need to implement solutions focused on mitigation and adaptation. Peter Culp, an Read more » Read More