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



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