Figures are as of 2018. 2018 Report on US Sustainable, Responsible and Impact Investing Trends, US SIF Foundation; Sustainable Signals, Morgan Stanley Institute for Sustainable Investing, 2017.
A rich resource—We provide expert SRI investment strategies, investment consulting, marketing tools, online research and proxy voting capabilities, as well as discounted or complimentary professional memberships and subscriptions. And depending on how you work with us, you can even take advantage of production incentives, and educational opportunities like The Annual SRI Conference, now in its 29th year.
A history of innovation—We offer advanced products like direct investments in mission-driven organizations, and the ability to mass customize SRI portfolios, as well as SRI mutual funds and models.
An authentic voice—More than just a business partner, we are dedicated shareowners and public-policy advocates, working year-round to drive lasting social and environmental change.
Deep connections—The relationships we’ve built over 30 years matter. We leverage those relationships to offer you and your clients sophisticated SRI products and services, networking opportunities, and access to high-net-worth separate account managers that might not otherwise be available.
Selling/solicitor agreement – Leverage our 30 years of SRI investment expertise through a standard selling/solicitor arrangement.
Investment Advisory Representative (IAR) – Join our RIA and benefit from marketing, compliance and back office support, lead referrals, and production incentives.
Third-party platforms – Find our proprietary SRI strategies on a number of leading third-party asset management platforms.
