2019 SPONSORS

Partners

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.

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.

Leaders

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.

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.

Supporters

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.

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.

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

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.

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.

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.

Friends

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.

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.

 

BECOME A SPONSOR