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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

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.


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.


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.


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.


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.


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.


S&P Dow Jones Indices

S&P Dow Jones Indices is the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based on our indices than on any other provider in the world.


Meal/Event Sponsors

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.


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.


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.


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.


Praxis Mutual Funds

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


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.


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.


Vert Asset Management

Vert Asset Management is a dedicated ESG fund manager. Our mission is making investing for sustainability easier for financial advisors and their clients. As a business, we work to lead by example. We are a pending B Corp, a US SIF member and contributor to 1% For The Planet.


General 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).


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).


GAMCO Asset Management

Gabelli Funds is the mutual fund subsidiary of GAMCO Asset Management, a publicly traded (GBL-NYSE) company, first founded in 1977. More specifically, GAMCO has been managing SRI portfolios since 1987. Today we offer the Gabelli SRI mutual fund, the Gabelli Green Long/Short Fund and multiple SRI separate account strategies.


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.


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.


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.


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.


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.


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.


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” 5th Annual CSR Investing Summit is an all-day conference providing a forum for engaging with thought leaders and discussing how to define, manage, and measure responsible investing. The conference includes expert practitioners who are plan sponsors, endowments, consultants, academics, NGOs, 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.



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 Media

Conscious Company Media shares inspiring, cutting edge stories about business as a force for good. We host educational events and workshops, and connect talented individuals with purpose-driven work, all with the higher purpose of elevating consciousness in the business world.


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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