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Advisor Partners

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.

Appleseed Fund

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.

Ariel Investments

Ariel Investments is a Chicago-based money management firm serving institutions and financial advisors through its separate accounts and no-load mutual funds. A "slow and steady" approach is the bedrock of Ariel's investment philosophy. At Ariel, we believe that strong financial results do not have to come at the expense of social integrity.

 

Azzad

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. Particular effort is made to find relatively undervalued investments with healthy balance sheets and high earnings potential. Azzad is the investment adviser to the Azzad Funds and manages several model portfolios including international and real estate investment trusts.

Boston Common

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

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.

CRA Qualified Investement Fund/Community Capital Management

Community Capital Management (CCM) invests in high credit quality fixed income securities which seek to provide above-market, risk-adjusted returns while simultaneously having a positive impact on the community and the environment. CCM's pioneering investment process combines community impact research with rigorous financial analysis to provide clients an added layer of investment transparency.

Domini

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.

First Affirmative

First Affirmative is an independent registered investment advisor offering Sustainable Investment Solutions(TM) to socially conscious individuals and institutional investors. Working through a nationwide network of qualified investment professionals, we integrate mission and values into a custom portfolio management process designed to meet the unique needs of each client.

Green Alpha Advisors, LLC

Green Alpha Advisors seeks to identify and invest in the best of the companies leading the way to the Next Economy.   For us, 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).  We believe that the best of these firms, as determined by rigorous quantitative financial modeling, are likely to be among the fastest growing as the world transitions to an eco-efficient economy.

Green Century

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

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.  In the area of investment management, we have offered screened portfolios since 1985.  Our 401(k) plan fund menus include both screened and non-screened investment alternatives - a must in today's regulatory environment.  We partner with First Affirmative representatives via the Generations and Fairways programs and have managed fixed income, balanced and equity portfolios.

High Impact

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.

Jantzi-Sustainalytics

Jantzi-Sustainalytics provides environmental, social and governance (ESG) research and analysis, sustainability benchmarks, and responsible investment services to investors around the world. Jantzi-Sustainalytics offers global perspectives and solutions, underpinned by local experience and expertise, to who believe ESG information and assessments are a critical element in making informed, long-term investment decisions.

Jantz Morgan

Jantz Morgan LLC is an emerging investment management company specializing in quantitatively derived environmental, social and governance (ESG) portfolios.  Founded on the premise that superior quantitative models will significantly outperform over the long-term, Jantz Morgan utilizes dynamic fundamental modeling as the foundation of its approach: stressing science over art; stressing cause and effect relationships over correlations; and, stressing 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

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.  By investing in companies that successfully address climate change, energy security, and environmental resource management, JPS believes its clients' portfolios will be well positioned to pursue opportunity and mitigate risk.

Keel Asset Management, LLC

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 as well as strategic and financial planning for organizations that are seeking to improve the alignment of financial and operating activities with their missions.

Legg Mason Investment Counsel

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.

Miller/Howard

Miller/Howard Investments is an independent, employee-owned investment firm offering separate account management of high-quality dividend growth portfolios for investors seeking income and preservation of capital. Our investment philosophy is based on the formula: High Quality + High Yield + Growth of Yield = High Total Return. We have found that financially strong companies with rising dividends offer the most consistent performance as well as the highest added value. Over the long-term, dividend-paying stocks outperform non-dividend paying stocks and companies that increase their dividends perform the best. Stock prices may fluctuate but dividends are always positive, and, over time, increases in dividends induce increases in the price of the equity generating those dividends.

MMA Praxis

Engage your faith by seeking mutual funds that use positive screens, shareholder advocacy, and community development investing. Our stewardship investing philosophy means your investment decisions can walk hand-in-hand with your values, balancing both social and financial considerations.

Northern Trust Investments

Northern Trust Investments provides financial advisors and their clients access to mutual funds and managed account strategies designed for a variety of investors and investor needs.While markets have fluctuated over time, we remain steadfast in our risk-managed investment philosophy. The Northern Funds family includes a broad cross section of domestic and international equity funds, as well as taxable and tax-exempt funds. The funds work in concert with other portfolio holdings as part of a well-crafted investment plan focused on achieving long-term investment goals.Northern Trust Investments is part of Northern Trust, a global financial services firm which provides asset management, asset servicing and banking services.

Nueberger Berman

Established in 1939, Neuberger Berman is one of the world's leading private, independent asset management companies and one of the first investment firms to launch an SRI equity strategy. With approximately 1,600 employees, including more than 400 investment professionals, Neuberger Berman is a leader in providing a broad range of global investment solutions - equity, fixed income, and alternatives - to institutions and individuals through customized separately managed accounts and funds.

Parnassus

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, we believe the most attractive opportunities for investments are when companies with good business fundamentals become temporarily undervalued due to market sentiment.

Pax

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

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

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.

SKBA Capital Management

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.

TIAA-CREF

TIAA-CREF is one of the world's largest pension systems with more than $415 billion in assets under management as of December 31, 2009, and a leading national provider of financial services offering retirement plans, annuities (after-tax), mutual funds, IRAs, Keogh plans, insurance, and education savings.

Trillium Asset Management

Nearly three decades focusing exclusively on sustainable and responsible investing. Equity, balanced, and fixed income portfolios for high net worth families, individuals, and institutions. Demonstrated record of competitive investment performance, and deep commitment to environmental sustainability, social justice, and human rights. Co-founder of the Social Investment Forum and Ceres.

Walden

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.

Winslow

Winslow has been a pioneer in the field of green investing since its founding in 1983.  Winslow's investment philosophy is characterized by deep, fundamental research, bottom-up portfolio decision-making, and long-term ownership.  Winslow offers two strategies to its clients: the Winslow Green Growth strategy, which focuses on smaller companies offering solutions to environmental challenges; and the Winslow Green Large Cap strategy, which focuses on top-quality large companies whose environmental strategies are driving tangible financial results.