Aligning your assets with your values does not sacrifice competitive returns. Our new Values-Aligned Direct Index Solution makes it easy to select deeply analyzed portfolios that reflect who you are. Our Institutional Consulting Services Group will help you tune your endowments and assets to harmonize with your mission.
Nonprofits must be more mindful than ever that any assets they have allocated towards impact investing are used for the greatest good of the community, and in support of their mission. At First Affirmative, we employ an in-depth collaborative process to make sure we capture all your organizational priorities – financial, social, moral, ethical and religious – in building and managing your custom SRI portfolio. All while meeting the highest fiduciary standards so your members and your boards are assured we are looking out for you first.