Responsible Investing

Responsible-InvestingSustainable and responsible investing is about putting your investment capital to work building a better future for the next generation while working to meet your current financial goals. Green investors use a variety of strategies to influence corporate behavior and address global challenges such as poverty and climate change.

What is Responsible Investing?

Responsible investors seek to invest in the most profitable and best managed companies that have demonstrated the strongest competitive advantage relative to peers in the areas of environmental, social and corporate governance (ESG).  Read more...

Performance

Many top universities and research organizations have compared the performance of portfolios using socially responsible investing (SRI) strategies to conventional unscreened portfolios and found that those using SRI/ESG strategies tend to perform as well as, and sometimes better than, unscreened portfolios.  Read more...

Seeking Better Companies

First Affirmative's investment strategies incorporate traditional financial analysis as well as in-depth analysis of environmental, social, and governance (ESG) policies and impacts. Although there are no perfect companies, we work to identify and invest in better, more profitable, and more responsible corporate citizens.  Read more...

Shareowner Advocacy

Our portfolios frequently contain funds and managers that engage with companies on environmental and social issues likely to affect investment performance. When appropriate, First Affirmative joins with other shareowners to co-file shareowner resolutions on ESG issues, which can appear on company proxy statements for a shareowner vote.  Read more...

Community Investing

Many of our clients choose to direct a portion of their assets to low-income communities that may not have access to capital through conventional channels. These investments may include deposits with community development finance institutions (CDFIs), which work to create jobs, provide affordable housing, and finance small business development.  Read more...

Philanthropy

We offer clients the ability to set up a donor advised fund, from which contributions can be made to charities of the client's choice. Our donor advised funds are managed through the Calvert Foundation and support affordable housing, microcredit, and various non-profit organizations.  Read more...