info@SRIconference.com
  •  888.774.2663

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

Change Finance

Change Finance was founded to empower financial activism. It is imperative to transform capital markets to create the world in which we want to live. Change Finance (re)places the values of people and planet beside profit. Change Finance funds enable investors to drive impact, creating an economy in service to life through financial activism.

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.

Sage Advisory

Sage is an independent investment management firm headquartered in Austin, TX, that serves the institutional and private client marketplace with traditional fixed-income asset management, global tactical ETF strategies and liability-driven investment solutions. As of September 30, 2017, Sage manages and advises over $12 billion in client assets. For more information, please visit https://www.sageadvisory.com/ 

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.

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