First Affirmative is the leading advisor network serving the environmental, social, and governance (ESG) investment community. We oversee more than $1 billion in assets under management and advisement, working with more than 400 advisors, both directly and through third-party partnerships.

First Affirmative – Exemplifying ESG Leadership

Partnership and Collaboration

We work with the most prominent ESG and sustainable, responsible, and impact (SRI) investment managers, industry groups, and influential communities of economists, researchers, advocates, thought leaders, and change agents to magnify our impact worldwide.

Shareowner Advocacy

We help amplify the voice of shareowners by engaging in advocacy efforts to advance corporate progress on environmental, social, and governance issues.

Helping to Shape Public Policy

We often work as part of larger investor coalitions representing billions of investment dollars to influence public policy on critical ESG matters.

A Brief History

1960s

SRI's modern roots form amid a heated political and social climate that raises the public's consciousness as never before.

1970s

The nascent movement significantly broadens spurred by massive environmental disasters and widespread anti-apartheid activism.

1988

First Affirmative Financial Network (First Affirmative) forms to serve the growing movement in ESG and SRI investing.

1990

First Affirmative founds The SRI Conference to bring like-minded investors together and grow the movement.

2016

Folio Financial® (formerly FOLIOfn, Inc.) acquires First Affirmative and The SRI Conference as part of its mission to transform the way people invest for the better.

2018

First Affirmative introduces its Custom Sustainable Investment Solution - an innovative portfolio construction methodology that enables clients to achieve their individual financial and impact goals.

2020

First Affirmative introduces a revolutionary digital wealth application that enables advisors to readily build entirely customized ESG portfolios for any account size.