Our ServicesSustainable Investment Solutions™Proxy Voting Guidelines (pdf)FAFN Giving FundAbout UsMore About UsOur BeliefsOur GoalsFAFN Leadership

First Affirmative's Institutional Consulting Services Group builds on the firm's twenty-year history and expertise in the field of socially and environmentally responsible investing. We actively seek to minimize portfolio dissonance when working with an organization desiring to integrate its mission and values into investment strategy. We treat every client engagement as a fiduciary relationship and consciously seek to make recommendations that meet the highest fiduciary standards.

Each client engagement is unique and confidential. Our Consulting Services(pdf) generally begin with a review or development of formal investment policies reflecting the client's social, moral, ethical, or religious values. We conduct manager searches and provide qualitative social screening overlays to a manager's traditional quantitative analysis. We carefully monitor manager performance against benchmarks and do performance attribution analysis to ensure that the manager is adding value consistent with their designated asset class and style parameters. We are available for board education, portfolio manager evaluations, quarterly meetings and telephone consultations, as needed.

Our Chief Investment Officer leads the consulting services team. Please feel free to Contact Us with questions or to begin an engagement. We look forward to working with you.