Calvert Research and Management

Calvert Research and Management is a global leader in Responsible Investing. Calvert helps investors see financial potential through the lens of environmental, social and governance (ESG) factors. Their mission is to deliver superior long-term performance to clients and enable them to achieve positive impact.

Crossmark Global

Crossmark Global Investments is an innovative investment management firm that provides a full suite of investment management solutions to institutional investors, financial advisors and the clients they serve. We have a multi-decade legacy of specializing in responsible investment strategies. Founded in 1987, the firm is headquartered in Houston, Texas.

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 Impact Investments

Domini Impact Investments LLC is an SEC-registered investment adviser that specializes exclusively in responsible investing. We serve individual and institutional investors who wish to create positive social and environmental outcomes while seeking competitive financial returns. Domini manages three mutual funds: the Domini Impact Equity Fund (large-cap domestic equity), the Domini International Impact Equity Fund (large to mid-cap international equity), and the Domini Impact Bond Fund (U.S. intermediate term fixed income). Domini is responsible for the development and application of each fund’s social and environmental standards. In addition, we engage with companies in our equity fund portfolios to pursue ESG goals.

EQIS Capital Management

EQIS provides simple, elegant, curated and differentiated investment strategies to elevate a Financial Professional’s business and the experience of their clients. We offer investors with as little as $25,000 access to the same high caliber money managers, both strategic and tactical, that have formerly been reserved for only the wealthiest individuals. With an EQIS account, Financial Professionals can customize their client’s investment selection including restricting investments in certain industries, sectors or individual stocks to invest in a socially responsible manner.

Eventide Fund

Eventide Asset Management, LLC, is a Boston-based registered investment adviser pursuing “investing that makes the world rejoice.” Founded in 2008, Eventide’s vision is to serve individuals, financial advisors, and institutions by providing high-performance investments that create compelling value for the global common good. Eventide manages more than $3 billion in net assets.

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.

Matthews Asia

At Matthews Asia, we believe in the long-term growth of Asia. For over 25 years, we have pursued an active, fundamental approach to investing in Asia, placing a significant emphasis on corporate governance in making investment decisions. Independent and privately owned, Matthews Asia is the largest dedicated Asia investment specialist in the U.S.


Mirova aims to provide clients with investment solutions that reconcile value creation goals with environmentally sustainable and socially conscious development over the long term.


Nuveen, the investment manager of TIAA, brings a legacy of service to our responsibility of managing $967 billion in assets as of March 31, 2018. Operating in 34 countries across the globe, Nuveen's 2,900 professionals serve institutional and individual investors through award-winning capabilities spanning public and private asset classes.

OppenheimerFunds, Inc.

OppenheimerFunds, Inc., a leader in global asset management, is dedicated to providing solutions, such as ETFs, for its partners and end investors. OppenheimerFunds, including its subsidiaries, manages more than $249 billion in assets under management as of July 31, 2018.

Pax World Funds

Pax World Funds (“Pax”) are advised by Impax Asset Management LLC, formerly Pax World Management LLC, a pioneer in the field of sustainable investing. Pax offers a diverse lineup of mutual funds focused on the risks and opportunities arising from the transition to a more sustainable global economy. Each fund integrates environmental, social and governance (ESG) research into the investment process to better manage risk and deliver competitive long-term investment performance. Since 1971, Pax has made it possible for investors to pursue financial returns while having a positive social and environmental impact.


US SIF: The Forum for Sustainable and Responsible Investment is the leading voice advancing sustainable, responsible and impact investing across all asset classes. Its mission is to rapidly shift investment practices toward sustainability, focusing on long-term investment and the generation of positive social and environmental impacts.

Meal/Event Sponsors

Calvert Impact Capital

Calvert Impact Capital makes impact investable. For nearly 25 years, it has worked to scale the impact marketplace by making it more investible for institutional and retail investors, connecting the capital markets with underserved communities in the U.S. and more than 100 countries around the world. To-date, Calvert has mobilized nearly $2.5 billion of investor capital via its Community Investment Note®, a retail fixed-income product, and syndications business to support financial inclusion, small business development, sustainable agriculture, affordable housing, healthcare and more.

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.

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 focused exclusively on sustainable and responsible investing. Since 1982, Trillium has managed equity and fixed income portfolios for clients including individuals, foundations, religious institutions, and other non-profits as well financial advisors and their clients.

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 Standard Investments

Aberdeen Standard Investments is a leading global asset manager dedicated to creating long-term value for clients. To achieve this, we offer a comprehensive range of investment capabilities, as well as the highest levels of service. Overall, we manage worldwide assets worth $77.88 billion (as of December 31, 2017) on behalf of clients in 80 countries. In managing these assets, we employ over 1,000 investment professionals and provide client support from 46 client relationship offices globally.

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.


At Ashoka, we’ve pioneered a faster, more powerful way to create large-scale change—including support for over 3,000 exceptional changemakers worldwide, with more than 300 in the U.S., who are taking on big social challenges with visionary thinking.

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.

Clean USA Power

At Clean USA Power, we are passionate about the renewable energy revolution. Investors in our suite of equity-only real estate funds, can Thrive Through Renewables© knowing they can count on years of reliable cash-flow and direct impact. Every investment, displaces CO2 and creates good jobs in the renewable energy industry.

Envest Microfinance

Envest Microfinance Fund aims to bridge the gap between microfinance and capital markets by offering debt and equity products that target a return suitable for investors’ financial portfolios. Envest focuses on serving very small but strong microfinance institutions that have difficulty gaining access to international financing.

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.

Iroquois Valley Farmland REIT

Iroquois Valley Farmland REIT is a restorative farmland finance company making impact investments in organic and regenerative agriculture. Iroquois Valley raises capital through innovative debt and equity offerings that give investors direct exposure to a diversified portfolio of organic farmland. Founded in 2007, Iroquois Valley's focus on connecting investors to real, farmland assets continues to create social and environmental impacts while providing market-rate financial returns.

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 Henderson Investors

Janus Henderson is committed to adding value through active management. For us, active is more than our investment approach – it is the way we translate ideas into action, how we communicate our views and the partnerships we build in order to create the best outcomes for clients.

Karner Blue Capital

Karner Blue Capital is the pioneer of compassionate investing. Through our investment allocations, investor education and company engagement, we strive to influence the behavior of corporations in society, lifting animal welfare standards globally and giving a voice to those that cannot speak.

Miller/Howard Investments

Miller/Howard Investments’ first ESG strategy debuted in 1991. Grounded in the knowledge that good corporate governance involves appropriate and ethical management of environmental, human, and financial capital, we work with companies for healthy action toward a sustainable future. Our ESG strategies are available for investment as SMAs and mutual funds.


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.

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.

S&P Dow Jones Indices

S&P Dow Jones Indices is the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators. Since 1884, S&P DJI has become home to over 1,000,000 indices across the spectrum of asset classes that have helped define the way investors measure and trade the markets. For more information, visit www.spdji.com.

Sarasin Asset Management

Sarasin Asset Management is a leading investment manager of Institutional, Not-For-Profit and Private Clients. Our robust Global Thematic Equity selection process takes an active and responsible approach to corporate governance issues; a strong stewardship philosophy is embedded within the investment process.

SerenityShares Impact ETF

SerenityShares offers investors a diversified portfolio of public equities whose products/services address a variety of societal and environmental challenges. Our methodology takes a solutions-first approach resulting in 20 themes from clean water, renewable energy and environmental stewardship to elder care and community building...a manner trackable to UN Sustainable Development Goals.

Shared Interest

Shared Interest is a social investment fund that mobilizes the resources for Southern Africa’s economically disadvantaged communities to sustain themselves and build equitable nations. Shared Interest uses international investors’ funds and local technical assistance to guarantee Southern African bank loans to low-income entrepreneurs and farmers of color, moving lenders to extend credit to borrowers they would otherwise consider “unbankable.” Since inception in 1994 Shared Interest has benefited more than $2.2 million people (most of them women), worked with 18 regional financial institutions, and unlocked US$29 million in credit. No investor has lost a cent of interest or principal.

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 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.

Wells Fargo Private Bank

At Wells Fargo Private Bank, we take the time to understand your specific needs and provide access to personalized wealth management solutions to help you achieve your financial goals: wealth planning, private banking, trust, insurance and investments including custom social impact investing strategies.

Direct Impact Showroom

Brown Advisory

Brown Advisory is a leading independent investment firm that offers a wide range of solutions to institutions, corporations, nonprofits, families and individuals. Our mission is to make a material and positive difference in the lives of our clients by providing them first-rate investment performance, customized strategic advice and the highest level of personalized service. We follow a philosophy that low-turnover, concentrated portfolios derived from sound bottom-up fundamental research can generate attractive performance results over time. We have a culture and firm equity ownership structure that help us attract and retain professionals who share those beliefs, and we follow a repeatable investment process that helps us stay true to our philosophy.


ImpactAssets’ donor advised fund and knowledge resources enable philanthropists, asset owners and other stewards of capital to make sound investment decisions that advance social or environmental change. By partnering with impact investment fund managers, metrics organizations and others, ImpactAssets seeks to shine a light on the field’s most promising impact initiatives, helping to build the field of impact investing.


SEI’s Institutional Group is one of the largest providers of outsourced chief investment officer (OCIO) services. SEI manages over $93 billion in OCIO assets and has approximately 150 nonprofit clients. Our investment solutions help clients invest according to their principles, reduce risk, fulfill due diligence requirements and meet financial objectives.

Self-Help Federal Credit Union

Self-Help Federal Credit Union was chartered in 2008 to build a network of branches that serve working families and underserved communities. With 17 branches in California, 9 branches in Illinois, and 1 branch in Wisconsin, over $1 billion in assets, and serving more than 80,000 members, Self-Help Federal is one of the fastest-growing low-income designated credit unions in the country. It is part of the national Self-Help family of non-profit organizations whose collective mission is to create and protect ownership and economic opportunity for all. Offers market-rate CDs, money market, IRA, savings, and health savings accounts. PRI and MRI opportunities available as well.

Solomon Hess

Solomon Hess Capital Management is an alternative asset manager with expertise in place-based impact investing. Our strategies provide investors with competitive, risk-adjusted returns as well as quantifiable, targeted community development impact. We achieve this by investing in Small Business Administration (SBA) 7(a) loans and other community development focused assets.