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The 28th Annual SRI Conference
November 1–3, 2017 | Hotel del Coronado | San Diego, CA
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All Sponsors

Benefactors

Asset TV

Asset TV is the free global video research platform for investment professionals. 400,000 financial advisors, pension funds, consultants, family offices and wealth managers across the globe trust Asset TV for their due-diligence, validation, research and learning. Visit our website  at www.assettv.com or call us for more information +1 212 661 4111.


Calvert Research and Management

A global leader in responsible investing, Calvert Investments is a diversified investment management firm providing mutual funds and separate accounts to institutional investors, retirement plans, financial intermediaries and their clients. We offer equity, fixed income, and multi-asset investment strategies that feature integrated environmental, social, and governance research, and corporate engagement.


Dell Inc.

By creating social and environmental good as part of our everyday business objectives, Dell is creating a Legacy of Good. Our efforts are already starting to pay off – delivering real, measurable value for customers, communities and the planet. Learn more at legacyofgood.dell.com.


Domini Social Investments

Domini Social Investments uses social and environmental standards to invest in a way that is consistent with human dignity and environmental sustainability. Domini engages the companies it owns on issues ranging from global climate change to sweatshops to making products in a safer way.


First Affirmative Financial Network

First Affirmative is a registered investment advisor offering Sustainable Investment Solutions™ to socially conscious individuals and institutional investors. Working through a nationwide network of qualified investment professionals, we integrate mission and values into a custom portfolio management process designed to meet the unique needs of each client.


ImpactUs Marketplace

ImpactUs Marketplace simplifies the impact investing process. We provide investors, advisors, and impactful institutions with greater choice and reduced costs, while directing more capital to projects that deliver community, societal, and environmental benefits. Every day we connect investors with purpose, creating equitable and thriving communities.


JLL (Jones Lang LaSalle)

JLL is an industry leader in commercial real estate services and investment management, with a portfolio of 4.0 billion square feet worldwide in more than 75 countries. We are Building a Better Tomorrow  by providing sustainable solutions for our clients, employees, investors, tenant workplaces, and communities on a global basis.


John Hancock Investments

At John Hancock Investments, we serve investors globally through a unique multimanager approach, searching the world to find proven portfolio teams with specialized expertise for every strategy, then applying robust investment oversight to ensure they continue to serve the best interests of our shareholders.


Mirova

Mirova is the responsible investment subsidiary of Natixis Asset Management capitalizing on 30 years of experience in Responsible Investing through Natixis AM. A cross asset company, Mirova provides proposed solutions adapted to its clients in a changing market. Mirova is operated in the U.S through Natixis Asset Management U.S., LLC.


Nuveen

Nuveen Investments, a separate operating subsidiary of TIAA-CREF, is a leading provider of mutual funds, closed-end funds and separately managed accounts. The firm draws upon the expertise of its independent investment affiliates to deliver excellence across asset classes.


Pax World Investments

Pax World seeks to invest in forward-thinking companies with sustainable business models. To identify those companies, Pax combines rigorous financial analysis with equally rigorous environmental, social and governance analysis. This increased scrutiny, it believes, helps identify better-managed companies that meet positive standards of corporate responsibility and focus on the long term.


TriLinc Global Impact Fund

TriLinc Global Impact Fund has created a diversified portfolio of strategic debt investments concentrated primarily in trade finance, senior secured loans and collateralized loans to existing, expansion-stage companies in developing economies. TriLinc focuses its investments primarily in locations that display stable governments, sound monetary and fiscal policies.


Meal/Event Sponsors

Aberdeen Asset Management

Aberdeen Asset Management PLC is a global investment management group and oversees assets for both institutions and private individuals around the world. Aberdeen has over $483.3 billion in assets under management (as of June 30, 2015).


Calvert Social Investment Foundation

Calvert Foundation empowers investors to empower communities. Through the Community Investment Note, our investors have created thousands of jobs, classroom seats, affordable homes, and critical services in the U.S. and around the world.


Envestnet | PMC

As Envestnet’s portfolio consulting group, Envestnet | PMC is the ultimate “advisor to the advisor.” Our goal is to strengthen the relationship between advisors and their clients, by helping advisors and institutions leverage all the tools, capabilities and resources of the Envestnet platform.


Etho Capital

Etho Capital is an active investment manager creating top-quality strategies that deliver financial performance in combination with greater Environmental, Social and Governance (ESG) sustainability. We approach investment management to meet the needs of investors who want their investments to reflect their ideals without comprising performance.


Folio Institutional

Folio Institutional provides custody and brokerage services to financial professionals and institutions nationwide, servicing billions of dollars in assets. Our patented online brokerage and investing solutions enable advisors to manage thousands of client accounts, implement diversified investment strategies, manage tax liabilities, and fully integrate billing, performance reporting, and other services.


Green Century Funds

Green Century offers three environmentally and socially responsible mutual funds. Through fossil fuel free investing and our three-pronged approach of sustainable investing, active shareholder advocacy, and support of environmental and public health non-profits we work to curb climate change, improve environmental policies, and limit environmental impacts of company supply chains.


MacArthur Foundation

The John D. and Catherine T. MacArthur Foundation supports creative people, effective institutions, and influential networks building a more just, verdant, and peaceful world. MacArthur has made impact investments for three decades, and now leverages a $500 million pool of dedicated assets to fuel a more robust marketplace—all aimed at greater scale and impact.


OWLshares

OWLshares offers ESG research and investment products designed to help fiduciaries maximize returns while improving sustainability. Our mission is to enable advisors and investors to harness ESG’s potential without compromising their portfolios.


Parnassus Investments

At Parnassus Investments, we invest responsibly to build wealth for our clients. We select businesses that we believe have increasingly relevant products or services, sustainable competitive advantages and quality management teams for our high conviction portfolios. Every investment we make must meet rigorous fundamental and environmental, social and governance criteria.


Saturna Capital

Saturna Capital, values-based global asset manager of the Saturna Sustainable, Amana, and Sextant Funds, uses over thirty years of expertise to help individuals and institutions build wealth, earn income, and preserve capital. Saturna’s Sustainable Funds seek to invest in issuers demonstrating sustainable characteristics with low environmental, social, and governance risk.


General Sponsors

Advisor Partners, LLC

Advisor Partners specializes in Active Tax Indexing, High Quality Dividend Yield portfolios, Socially Responsible portfolios and Managed Asset Allocation Programs (MAAP). Advisor Partners has the resources and cutting edge investment tools to enhance the effectiveness of your offering and realize increased efficiencies in your daily operation.


Appleseed Capital

Appleseed Capital is the institutional arm of Pekin Singer Strauss Asset Management, a Chicago based asset manager founded in 1990. Appleseed Capital strategies employ a go-anywhere value approach that integrate Environmental, Social and Corporate Governance (ESG) criteria with Global Value and Long/Short Global Value offerings. 


Azzad Asset Management

Azzad Asset Management (est. 1997) is investment advisor to the Azzad Funds. Azzad is committed to helping clients manage their money according to a disciplined, socially responsible Islamic investment philosophy. Azzad also sponsors the Azzad Ethical Wrap Program, provides financial planning services, and manages model portfolios for U.S. institutions.


BlackRock

BlackRock's sustainable investing platform provides investors with a range of strategies across asset classes, investment vehicles and impact profiles. With approximately $200b in sustainable assets under management, BlackRock leverages our differentiated investment platform, proprietary technology, analytics, deep ESG expertise and culture of innovation to offer sustainable solutions to all investors.


Boston Common Asset Management, LLC

Boston Common Asset Management is an employee-owned social investment firm serving individual and institutional investors, offering U.S. large cap equity, balanced portfolios, international and small cap products. Boston Common tailors portfolios to each client's social and financial goals, combining prudent investment management, diligent in-house social research, and path-breaking shareholder advocacy. 617.720.5557


Brown Advisory

Brown Advisory’s comprehensive sustainable investing platform has one goal: to help clients achieve their specific combination of performance, values and impact investment goals. From our sustainable equity and fixed income strategies, to our customized portfolio-screening capabilities and open-architecture OCIO offerings, every day we help clients solve their sustainable investing challenges.


Community Capital Management, Inc.

Founded in 1998, Community Capital Management, Inc. (CCM) is a registered investment advisor actively managing impact investment fixed income portfolios while seeking to provide investors with competitive market-rate returns. CCM manages two mutual funds, the CRA Qualified Investment Fund, and the CCM Alternative Income Fund (an ESG liquid alternative fund).


Eventide Fund

Eventide Mutual Funds are an opportunity for investors to preferentially invest in companies that we believe are creating compelling value for society, and aligning business practice with real human flourishing. Net assets in Eventide Gilead Fund, Eventide Healthcare & Life Sciences Fund, and Eventide Multi-Asset Income Fund exceed $2.3 Billion.


Green America

Green America harnesses economic power—the strength of consumers, investors, businesses, and the marketplace—to create a socially just and environmentally sustainable society. We work for a world where all people have enough, all communities are healthy and safe, and the Earth’s bounty is preserved for generations to come.


ImpactAssets

ImpactAssets is a nonprofit financial services firm that increases the flow of capital into investments that deliver financial, social and environmental returns. Our impact investment notes, donor advised fund and knowledge resources provide a dynamic platform for wealth managers and their clients to advance social or environmental change through investment.


Jantz Management LLC

Jantz Management LLC is an emerging investment management company specializing in SRI portfolios meeting broad social criteria and divested from the top 200 global fossil fuel firms. The firm utilizes dynamic fundamental modeling and ESG scoring for its portfolio construction. This yields a disciplined approach that adds excess return at a near market risk profile.


Janus Capital Management

Janus Capital Group is committed to our mission: deliver better client outcomes through actively managed investment solutions. We offer an array of fixed income, equity, alternative and multi-asset strategies managed by Janus, INTECH and Perkins, as well as a suite of exchange-traded products.


Matthews Asia

At Matthews Asia, we believe in the long-term growth of Asia. Since 1991, we have concentrated our efforts and expertise within the region. As an independent, privately owned firm, Matthews is the largest dedicated Asia investment specialist in the United States.


Miller Howard Investments

Miller/Howard Investments’ first SRI strategy debuted in 1991. Grounded in the knowledge that good corporate governance involves appropriate and ethical management of environmental, human, and financial capital, we advocate for our clients and encourage companies to support a sustainable future. Our SRI strategies are available as SMAs and mutual funds.


Morningstar, Inc.

Morningstar, Inc., a leading provider of independent investment research, offers the new Morningstar Sustainability RatingTM for funds, which helps investors evaluate investments based on environmental, social, and governance (ESG) factors. Morningstar calculates the rating based on the underlying fund holdings and company-level ESG research and ratings from Sustainalytics.


MSCI

MSCI ESG Research products and services are designed to provide in-depth research, ratings and analysis of environmental, social and governance-related business practices to companies worldwide. Ratings and data from MSCI ESG Research are also used in the construction of the MSCI ESG Indexes. MSCI ESG Research Inc. is a Registered Investment Adviser.


Neuberger Berman

Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. The firm manages equities, fixed income, private equity and hedge fund portfolios for institutions and advisors worldwide. Tenured, stable and long-term in focus, the firm fosters an investment culture of fundamental research and independent thinking.


Parametric

Parametric is a leading global asset management firm serving institutions and individuals around the world. Our approach is mathematical, pragmatic and testable. The value we add comes from portfolio construction − carefully considering risk, taxes and costs − and does not rely upon predictive judgments about markets or individual securities.


Peace Boat Ecoship Project

Peace Boat, sailing educational round-the-world voyages since 1983, is creating the world’s greenest cruise ship. Building on 30+ years of sustainable social business, Ecoship – maximising use of renewable energies and cutting CO2 emissions by 40% - will sail from 2020 as a flagship for climate action and the UN SDGs.


Praxis Mutual Funds from Everence

A leader in integrating values and cutting-edge impact investing strategies, Praxis Mutual Funds® offers five mutual funds to meet client needs. Through values-based screening, integrated ESG, positive-impact bonds, corporate engagement, proxy voting and community development investments, Praxis investment options make a difference. Invest in impact, invest in what matters.


Progressive Asset Management

Join Progressive Asset Management and Securities America and enjoy access to industry-leading technology, compliance and practice management plus the support of an experienced OSJ committed to promoting and growing your practice. We offer services for RIAs and hybrids at competitive payouts. Visit our booth to learn more.


Salient Partners

Salient offers a comprehensive suite of strategies that span master limited partnerships (MLPs), real estate, public and private equity, fixed income, credit and managed futures. Institutions and investment advisors use this platform to build smarter, more efficient portfolios.


Self-Help Credit Union

With 22 branches, $618 million in assets, and over 80,000 members, Self-Help Federal Credit Union (serving CA, FL, Chicago) is one of the fastest-growing low-income designated credit unions in the country. It is part of the national Self-Help family of organizations whose collective mission is to create and protect ownership and economic opportunity for all.


Shared Interest

Shared Interest is an international community investment fund that enables individuals and institutions to participate in building Southern Africa's future. The non-profit organization guarantees Southern African bank loans to financial institutions serving marginalized communities - creating micro-enterprises, affordable homes and benefiting more than 2 million black South Africans since 1994.”


SharePower

SharePower Responsible Investing, Inc. is a national advisor and staff owned financial services firm offering complete personalized socially responsible investing strategies, research, screening, and advocacy services.Working through our award winning broker/dealer Cambridge Investment Research (Member FINRA/SIPC), we access the tools, technology and resources to bring our clients 21st Century service excellence.


Shelton Capital Management

Shelton Capital Management is a multi-strategy asset manager offering investment solutions including mutual funds and separate accounts to clients of wealth managers, to the retirement plan market, and to individual investors. Since 1985 Shelton Capital Management has maintained time-tested investment principles and a steadfast focus on authentic customer service.


SKBA Capital Management

SKBA has been active in socially responsible investing for over 25 years. Our Socially Responsible Value strategy invests in undervalued companies incorporating inclusionary & exclusionary SRI/ESG criteria into our investment process. We seek sustainable business practices with an emphasis on governance as it tends to drive environmental and social interactions.


Solomon Hess Capital Management

Solomon Hess Capital Management is a fund manager with a specialty in community impact investing. By providing capital to support small businesses, Solomon Hess has contributed to the creation/retention of over 29,000 jobs since 2004. Solomon Hess has 130 individual and institutional investors and over $500 million in assets under management.


SQN Venture Partners

SQN Venture Partners specializes in structuring senior secured debt financing to emerging technology companies experiencing rapid growth that have received top-tier venture capital or private equity support. SQN has extended financing to companies in the following industries: alternative and renewable energy, bio-technology, cleantech, agricultural technology, and information technology.


The Arbor Group, UBS Portfolio Management

The Arbor Group at UBS Financial Services Inc., a subsidiary of UBS AG. Member FINRA/SIPC

We are committed to sustainable investments which includes Environmental, Social, Governance and low carbon screening. The group uses a long-term value approach, 'smart beta' management and has a bias towards high credit quality.


Thornburg Investment Management

Founded in 1982, Thornburg Investment Management offers solutions for retail and institutional investors.  Our flexible active approach, unconventional portfolio construction, and collaborative culture are important to how we do business.  In Santa Fe, NM - far from the groupthink of Wall Street - Thornburg sees the world from a different financial perspective. 


Tides

Tides is a nonprofit social enterprise working for shared prosperity and social justice. We’re a powerful ally for philanthropists, nonprofit leaders, corporations and investors who share our vision and want to tackle society’s toughest problems. We provide the tools, network and know-how, giving you the freedom to focus on scaling your impact.


Touchstone Investments

Touchstone Investments, a Distinctively Active mutual fund company, provides access to institutional asset managers who are known and respected for proficiency in their specific area of expertise with strategies not typically available to average investors. Offerings include U.S. equity, international/global equity, U.S. fixed income, diversified income, multi-asset and alternative investment funds.


Trillium Asset Management

Trillium Asset Management is the oldest independent investment advisor devoted exclusively to sustainable and responsible investing, managing equity and fixed income portfolios for individuals, foundations, endowments, and religious institutions since 1982. A leader in shareholder advocacy and public policy work, Trillium's goal is to deliver both impact and performance to investors.


US SIF

US SIF: The Forum for Sustainable and Responsible Investment is the US membership association for professionals, firms, institutions and organizations engaged in sustainable and responsible investing. US SIF and its members advance investment practices that consider environmental, social and corporate governance criteria to generate long-term competitive financial returns and positive societal impact.


Marketing Partners

CSR Investing Summit

The Summer in the City CSR Investing Summit is an annual conference offering the opportunity to discuss experiences and viewpoints on how to define, manage, and measure responsible investing. The conference includes expert practitioners in the following groups: plan sponsors, endowments, consultants, academics, non-governmental organizations, the sell side, and media.


Future 500

Future 500 is a global non-profit specializing in stakeholder engagement. We build bridges between parties at odds - often corporations and NGOs, the political right and left, and others - to advance systemic solutions to pressing social and environmental problems.


Responsible Endowments Coalition

The Responsible Endowments Coalition works with students, alumni, and other university stakeholders to make endowments a force for social, environmental, and economic justice. Our goal is to make responsible investment common practice amongst colleges and universities, and to support the next generation of activists for the endowment movement.



Media Sponsors

Alliance Magazine

Alliance magazine is the definitive resource for impact investment professionals worldwide. Providing up-to-date news and in-depth analysis of the latest developments in this sector, subscribing to Alliance is a great way for busy professionals to stay up to date with the current trends and discussion on social investment.


Conscious Company Magazine

Conscious Company Magazine is the first print and digital, nationally distributed publication in the US that focuses solely on sustainable business. Launched in January 2015 and distributed through Whole Foods Market, Barnes & Noble, Target, and other national retailers, the publication has quickly become a leading source of information for and about conscious businesses.


Ethical Markets Media

Ethical Markets Media works to reform markets and grow the green economy worldwide, providing news and perspective with the Green Transition Scoreboard®, Transforming Finance initiative and reports, articles, newsletters and analysis by Hazel Henderson, editor-in-chief, on EthicalMarkets.com. EthicalMarkets.tv streams original Ethical Markets productions and video from around the world.


Governance & Accountability Institute, Inc.

Governance & Accountability Institute is a knowledge management, strategies and advisory organization providing leaders in the investment, corporate management, social, and public governance sectors with services related to ESG, Sustainability, CSR and SRI. G&A is a GRI Organizational Stakeholder and the GRI Data Partner for the USA, UK and Ireland.


High Country News

High Country News is a one-of-a-kind magazine and website covering the environmental and cultural issues vital to our American West. According to The Los Angeles Times "The most influential environmental journal in the Mountain West.", and People magazine "One of America's most respected environmental publications, dubbed by some The 'Conscience of the West'."


Innovation & Tech Today

Innovation & Tech Today is your tech magazine for the latest in cutting edge innovative technologies and those individuals driving the industry forward. Every quarter we feature fascinating stories, products, and people across a variety of industries, including education, wearables, smart home technology, business, sustainability, and so much more.


Invest with Values

Invest with Values is the one-stop information website for investors interested in aligning their money and values. The curated directory educates investors by consolidating hundreds of helpful resources and organizations including investor networks, deal platforms, investment approaches and examples. The news center reports the latest news from leading content providers.


SocialFunds.com

SocialFunds.com features over 10,000 pages of information on SRI mutual funds, community investments, corporate research, shareowner actions, and daily social investment news. - See more at socialfunds.com.  



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