info@SRIconference.com
  •  888.774.2663

November 1–3, 2018 | The Broadmoor | Colorado Springs, CO
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ALL 2017 SPONSORS

Benefactors

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.

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 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.

Gary Community Investments

Gary Community Investments, which includes the Gary Community Investment Company and The Piton Foundation, invests in for-profit and philanthropic solutions for Colorado’s low-income children and their families. We believe that business and philanthropy can, and should, work together to create opportunities for those who need it most.

ImpactUs

Platform provider, ImpactUs, seeks to facilitate community, societal, and environmental impact alongside financial returns by increasing the flow of capital to mission-driven organizations working to create 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.

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

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

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, a pioneer in the field of sustainable investing, integrates environmental, social and governance (ESG) research into its investment process to better manage risk, deliver competitive long-term investment performance and make a positive impact.

Andy Nahas and The Prospect Fund

The Prospect Fund is a proprietary fund which invests in sustainable growth companies via the stock market. We also support charitable and activist causes including life enhancement for the elderly, human rights, leadership development for college students, and animal welfare on industrialized farms.

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.

VIA Folio

Platform provider, VIA Folio, powers the offering process, subscription, closing, custody, and distribution of alternative assets such as private debt and equity, REITs, Reg A+ IPOs and hedge funds. We make it possible for advisors and investors to create more diversified portfolios by holding multiple alternative and publicly traded securities in a single taxable or tax-deferred brokerage account.

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.

OppenheimerFunds

OppenheimerFunds is a global asset manager serving financial advisors, individual investors, small businesses and institutional investors. Founded in 1959, the firm offers investments in every major asset class, including stocks, bonds and alternatives.

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.

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

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 Standard Investments

Aberdeen Standard Investments is a leading global asset management brand 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.

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.

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 Farms

Iroquois Valley Farms is a restorative farmland finance company providing land access to the next generation of organic farmers. Formed in 2007 to support sustainable food production, Iroquois Valley Farms transitioned to a REIT in 2016 to allow investors to more broadly impact the American food system. 

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.

Longview Strategies

Longview Strategies is a strategic marketing firm with a focus on financial services and a passion for SRI. We partner with clients to help define their value, distill their message, and tell their stories in a way that inspires their audiences to action.

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.

Salient Partners

Salient provides real asset and alternative investment strategies for institutions and investment advisors. The firm offers solutions designed to serve as building blocks for smarter, more efficient portfolios. Salient provides unconventional market insights in its highly acclaimed Epsilon Theory newsletter and Salient blog. Learn more at www.salientpartners.com.

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 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.

Thomson Reuters

Thomson Reuters provides structured and standardized environmental, social and governance research data, at a time when ESG issues can be as important as traditional financial metrics when evaluating corporate performance. Our comprehensive ESG database contains information on over 6,000+ global companies and over 400 metrics, including all exclusion (ethical screening) criteria and all aspects of sustainability performance.

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.

UBS

At UBS Asset Management we take a connected approach to helping you answer your global investment challenges. With $695 billion in assets under management we offer a comprehensive range of active and passive investment styles and strategies across both traditional and alternative asset classes and markets designed to meet your needs.

Union of Concerned Scientists

The Union of Concerned Scientists puts rigorous, independent science to work to solve our planet's most pressing problems. Joining with people across the country, we combine technical analysis and effective advocacy to create innovative, practical solutions for a healthy, safe, and sustainable future.

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.

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.

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.

High Water Women

High Water Women’s annual Investing for Impact Symposium has evolved into an important gathering for impact investors who want to connect with other investors, advisors, and investment professionals. The daylong program challenges the thinking of the status quo and focuses on where impact investing can be taken by global investors.

New Resource Bank

New Resource Bank is a triple-bottom-line bank serving values-driven businesses and nonprofits that are building a more sustainable world. We see money as an agent of positive social, environmental and economic change and believe banking can transform the economy into one that serves all people and the planet.

SOCAP

SOCAP is the world’s leading conference on social capital markets. Now in its 10th year, SOCAP is a catalyst for much needed change, creating a vibrant market for ventures that support people, planet, and profits. SOCAP takes place in September or October each year in San Francisco!

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.

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2017 Meal/Event Sponsor
2017 General Sponsor