A Mainstream Investment Program:
In the U.S., per The Forum for Responsible and Sustainable Investment (US SIF), more than one in every five professionally managed dollars is invested in an SRI (Sustainable, Responsible, Impact) strategy. Whether you have added SRI capabilities to your advisory firm or not, we can help.
Growing Investor Demand - One study found that 75% of individual investors are interested in SRI investing, with millennials and women especially keen. However, our own experience indicates a much smaller percentage of advisors meeting this demand. This SRI service gap presents a significant opportunity for advisors.
Growing Advisor Demand - Many advisors know that SRI investing combines investment performance with values and responsibility, and they are attracted to the risk reduction that may come with the integration of environmental, social and governance (ESG) factors into investment decisions. Introduction to responsible investing...
Effective Investment Strategies - First Affirmative has standardized managed mutual fund strategies, as well as customized model portfolio strategies. In addition, our commitment to creating impact in public markets includes our proxy voting and shareowner advocacy efforts - activities not performed by all SRI providers. Read more...
With 28 years of SRI industry leadership, First Affirmative is uniquely positioned to help advisors and their clients:
 2016 Report on Sustainable and Responsible Investing Trends in the United States - US SIF: The Forum for Sustainable and Responsible Investment
 Sustainable Signals: The Individual Investor Perspective - Morgan Stanley