Fund & Manager Profile Descriptions
Access Capital Investment Group (ACIG) was formed in 2000, and in early 2003 the firm was reorganized to specialize in creating secondary-market opportunities for credit unions and other middle-market financial institutions. ACIG targets financial institutions that require portfolio management services for their prime and non-prime auto finance portfolios. Through its course, ACIG successfully facilitated over $1 billion in portfolio sales and acquisitions among hundreds of financial institutions throughout the country.
Advisor Partners, a wholly owned subsidiary of Advisor Software, Inc., is an investment advisory firm currently managing in excess of $220 million. Established in 2001, Advisor Partners provides a broad range of sophisticated investment solutions and turnkey asset management programs to a select group of independent advisors and financial institutions.
The Appleseed Fund (APPLX) is an all-cap, value-oriented, SRI mutual fund. The Appleseed Fund's managers seek to invest in out-of-favor, undervalued companies which also meet the Fund's social and environmental criteria. The Appleseed Fund's long-term goal is to generate returns which exceed that of the S&P 500.
Since its founding in 1983,the fund managers use the market's short term focus to uncover misprices companies whose true value will be realized over time. They began as a small- and mid-cap value manager, and evolved strategically to offer three approaches- all of which seek out attractive intrinsic value through relatively concentrated portfolios.
Founded in 1997, Azzad Asset Management is an investment advisory firm specialized in socially responsible investing for affluent and institutional investors. Investments are screened in accordance with socially responsible criteria and followed by rigorous, fundamental and technical analysis using a top down investment approach.
Boston Common Asset Management is an employee-owned social investment firm serving individual and institutional investors, offering U.S. large cap equity, balanced portfolios, international and small cap products. Boston Common tailors portfolios to each client's social and financial goals, combining prudent investment management, diligent in-house social research, and path-breaking shareholder advocacy.
Calvert Foundation's mission is to maximize the flow of capital to disadvantaged communities in order to create a more equitable and sustainable society. By creating innovative financial products and services, they have made it possible for everyday people, not just institutions, to participate in financial instruments that directly serve communities. It's a win-win. You can lift people out of poverty through an investment that also earns a financial return.
Calvert Investments offers mutual funds and separate accounts to institutional investors, retirement plans, financial intermediaries and their clients. With three distinct approaches to Sustainable and Responsible Investment (SRI), Calvert offers investors among the widest choice of SRI strategies of any investment management firm in the United States.
Founded in 1998, Community Capital invests in government-related subsectors of the bond market traditionally excluded from the major bond indices. The firm's primary goal is to produce above-average, risk-adjusted returns while providing added diversification and simultaneously having a positive impact on the community and the environment.
Dana Investment Advisors, founded in 1980, provides both equity and fixed income investment management services to institutional and high net worth investors nationwide. Their Socially Responsible Strategies incorporate both positive and negative social screening and long term sustainability measures while remaining true to their risk controlled, value tilted investment process. They remain 100% employee owned and believe this independence is a vital component of generating superior and consistent risk-adjusted returns for their clients.
Domini Social Investments uses social and environmental standards to invest in a way that is consistent with human dignity and environmental sustainability. Domini engages the companies it owns on issues ranging from global climate change to sweatshops to making products in a safer way.
Invest in what matters with Praxis Mutual Funds and Everence Financial. Their stewardship investing philosophy helps you integrate faith and values with your investment decisions. Praxis Mutual Funds are advised by Everence Capital Management and distributed through FINRA member BHIL Distributors Inc
Essex Investment Management, founded in 1976, has a singular focus as a boutique growth manager offering portfolio management services to both institutions and high net worth individuals. Essex has 22 employees of which 10 are investment professionals.
Green Alpha® Advisors is an asset management firm focused on what they believe is an inevitable economic and technological transition to sustainability. Using science-driven, fundamentals-based research, they invest in companies whose innovative products and services address an increasingly warmer, more populous and resource constrained planet. For them, a Next Economy company is one that has identified one or more of the daunting environmental problems facing civilization and has put their business in the path of addressing that problem(s). They believe that the best of these firms, as determined by rigorous quantitative financial modeling, are likely to be among the fastest growing as the sustainable economy continues replacing the legacy economy. Through technology and innovation, carefully selected portfolios of these companies deliver strategic growth through opportunities in transportation, communications, commerce, infrastructure, materials, energy, agriculture and water.
Founded by nonprofit environmental organizations, the Green Century Funds are a family of no-load environmentally responsible mutual funds, consisting of the Green Century Balanced Fund and the Green Century Equity Fund. The Funds are committed to shareholder activism as a crucial component of responsible investing.
Heartland Financial's Wealth Management Group delivers the full array of financial services, including investment management, retirement plan services, such as 401(k) plans, trustee services and financial planning. Heartland partners with First Affirmative representatives via the Generations and Fairways programs and have managed fixed income, balanced and equity portfolios.
High Impact Investments® provides money management services to the pro-active advisory client. High Impact® seeks to meet the needs of these deep-green clients by investing in solar, wind, and healthy food companies while avoiding nuclear, ethanol, and Big Box retailers. Portfolio models are managed on the Envestnet and Foliofn platforms.
HIP Investors offers a transformational approach for investors and companies. They go beyond traditional financial valuation with quantifiable measures of human impact that can drive higher shareholder value. HIP's comprehensive framework shows a company's long-term, comprehensive approach can include all stakeholders, across customers, employees and suppliers as well as the environment.
Horizon Investment Services, LLC is an independent registered investment advisor providing socially responsible investment strategies to advisors and institutional investors through a variety of platforms. Horizon believes there is the ability to generate positive alpha by applying a strong investment overlay to a universe of stocks chosen primarily for their SRI characteristics.
ImpactAssets is a nonprofit financial services company created to help solve the world's toughest problems by catalyzing investment capital for maximum environmental, social and financial impact. With easy and effective options for individuals and advisors, ImpactAssets aggregates and invests assets in order to accomplish their goals.
Jantz Management LLC is an emerging investment management company specializing in quantitatively derived environmental, social and governance (ESG) portfolios. Jantz Management utilizes dynamic fundamental modeling stressing: science over art; cause and effect relationships over correlations; and, replicability and consistency of process without over reliance on singular events. The firm aspires to do all this while being a socially responsible enterprise that is respectful of its clients' values.
JPS Global Investments searches for investment opportunities at the intersection of sustainability and profitability. JPS believes that creating a Green Economy on a global scale is the challenge of the 21st century. JSP believes investing in companies that successfully address climate change, energy security, and environmental resource management, its clients' portfolios will be well positioned to pursue opportunity and mitigate risk.
Keel Asset Management LLC is an institutional investment advisory firm representing more than forty years of combined experience including developing and managing environmentally, governance and socially screened US equity portfolios. Keel offers institutional investment advisory services and strategic and financial planning for organizations seeking to improve the alignment of financial and operating activities with their missions.
Legg Mason Investment Counsel employs integrated social and investment research to manage portfolios that maximize performance while managing risk. With more than 35 years of experience working with socially aware investors, we partner with our clients to help them achieve sustainable financial success in harmony with their values.
Neuberger Berman's traditional investment managers, who average 28 years of experience, take a hands-on approach to investment research, conducting site visits at companies and interviewing management. At the offices, they host on average more than 2,000 meetings each year with executives from potential portfolio companies. Portfolio managers supplement their own fundamental research with quantitative analysis from the centralized research team, as well as third-party research. This intensive research focus helps portfolio managers develop intelligent investment ideas for clients.
Parnassus Investments seeks to invest in good businesses that have high returns on capital, above-average growth prospects, ethical business practices, and sustainable competitive advantages. Founded in 1984 and independently owned, Parnassus believes the most attractive opportunities for investments are when companies with good business fundamentals become temporarily undervalued due to market sentiment.
Pax World seeks to invest in forward-thinking companies with sustainable business models. To identify those companies, Pax combines rigorous financial analysis with equally rigorous environmental, social and governance analysis. This increased scrutiny, it believes, helps identify better-managed companies that meet positive standards of corporate responsibility and focus on the long term.
Portfolio 21 is a global equity mutual fund investing in companies designing ecologically superior products, using renewable energy, and developing efficient production methods. Portfolio 21 companies seek to prosper in the 21st Century by recognizing environmental sustainability as a fundamental human challenge and a tremendous business opportunity. Institutional Shares available.
Progressive Asset Management (PAM) refers investors to financial consultants and investment brokers who are members of the PAM Network offering comprehensive SRI services for every portfolio size, including: access to all major investments and registered markets; socially responsible stocks, bonds, and mutual fund/no-load funds; social research and screening; community investments; and shareholder advocacy.
SFE Investment Counsel's Pathways is a Socially Responsible Investment (SRI) portfolio that uses positive selection (as opposed to negative screening) to identify companies that are on the right path to sustainability. Pathways takes an uncompromising approach to SRI; seeking both social benefits and financial returns, and recognizing that companies that strive for sustainability will enhance profitability over time.
SKBA offers disciplined value-oriented investment products designed to outperform benchmarks while maintaining appropriate risk levels. Our Socially Responsible Value (SRV) Strategy seeks to achieve long-term capital appreciation by investing in undervalued equity securities from within a socially screened universe.
Strategic Partners has one goal: To provide clients with investment strategies that match their risk profile and investment objectives. Everything Strategic Partners does-from objective advice about what municipal bond strategy may be right for your client to how they manage their business-reflects commitment to their mission.
Thornburg Investment has a clear mission: to preserve and increase the real wealth of our investors. Thromburg seeks to accomplish this through a range of equity strategies that redefine traditional measures of value and growth and through a family of bond strategies that focus on quality, stability and minimizing risk over time.
TIAA-CREF incorporates Environmental, Social and Governance (ESG) considerations into the selection and monitoring of the portfolios that First Affirmative utilizes in client accounts. These portfolios include investments across a variety of asset classes and products, including their responsible investment funds, community and impact investing programs, and alternative investments.
Trillium has nearly three decades focusing exclusively on sustainable and responsible investing. Trillium provides equity, balanced, and fixed income portfolios for high net worth families, individuals, and institutions. They have a demonstrated record of competitive investment performance, and a deep commitment to environmental sustainability, social justice, and human rights. Trillium is a co-founder of the Social Investment Forum and Ceres.
Uniplan seeks to provide REIT investors with superior long-term, risk-adjusted returns and has one of the longest real estate track records in the industry. Strong quantitative research, combined with exhaustive bottom-up fundamental analysis, attempts to form a portfolio with lower risk (standard deviation) than the benchmark and stronger returns during a market cycle.
Walden Asset Management, a division of Boston Trust & Investment Company Management, is a leader in integrating ESG (environmental, social & governance) into investment and advocacy decisions. Since 1975, Walden has blended expertise in social screening with shareholder leverage to change ESG performance using small and large cap portfolios.
Zevin believes that the best way to make money for clients is not to lose it. Zevin is proud to compare the results they have achieved for clients with this approach to investment managers that do not apply social screens. Zevin has conscientious investors who consider environmental, social, and governance factors not only for ethical reasons but also as a marker of strong and enduring companies.