Our financial advisors offer investors a variety of sustainable, responsible, and impact investment strategies. We carefully select funds, managers, and securities based on our own financial and SRI research.
Description Curated portfolios of individual equities and fixed income ETFs that specifically reflect the individual client's values, ethical preferences, and financial objectives.
Customization Stocks and fixed income ETFS are evaluated based on First Affirmative research. Clients may include or exclude any individual sector or security from their portfolio. Custom portfolios are constructed using First Affirmative’s proprietary quantitative model.
Customization
Tax Efficiency
Manager
First Affirmative
Advocacy
Cost
Multi-Manager Account
Description Carefully chosen investment models that integrate ESG criteria into the investment analysis and selection process
Customization The model managers we choose incorporate generally recognized SRI screening policies, combined with their proprietary ESG research. Clients may also choose to exclude fossil fuels from their multi-manager portfolios.
Customization
Tax Efficiency
Manager
First Affirmative/External
Advocacy
Cost
Managed Mutual Fund
Description A portfolio of mutual funds that integrate environmental, social, and governance (ESG) criteria into the investment analysis and selection process.
Customization The mutual fund managers we choose incorporate generally recognized SRI screening policies, combined with their proprietary ESG research. Clients may also choose to exclude fossil fuels from their managed mutual fund portfolios.
