Three Strategies

Leveraging ESG Investing To Deliver Sustainable Investment Solutions

Our financial advisors offer investors a variety of investment strategies, all grounded in our own financial and environmental, social, and governance (ESG) research.

Custom Sustainable Investment Solution

Description

Values-aligned direct index portfolios comprised of equities and fixed income funds and ETFs that reflect the individual client’s values and financial objectives.

Customization

Stocks and fixed income securities are evaluated based on First Affirmative’s ESG investing 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

First Affirmative

Manager

Advocacy

Cost

Multi-Manager Account

Description

Carefully chosen investment models that integrate ESG criteria into the investment analysis and selection process. Available in Traditional SRI and Fossil Fuel Free versions.

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

First Affirmative / External

Manager

Advocacy

Cost

Managed Mutual Fund

Description

A portfolio of fully vetted mutual funds that integrate ESG criteria into the investment analysis and selection process. Available in Traditional SRI and Fossil Fuel Free versions.

Customization

The mutual fund managers we choose incorporate generally recognized SRI screening policies, combined with their proprietary ESG investing research. Clients may also choose to exclude fossil fuels from their managed mutual fund portfolios.

Customization

Tax Efficiency

First Affirmative / External

Manager

Advocacy

Cost