Annual Conference
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Sponsors at SRI Advisors Regional Conference in Boston

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.

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.

Gitterman Wealth Management

Gitterman Wealth Management is a leader in the Sustainable, Impact, and ESG (Environmental, Social, and Governance) Investing space, and offers Sustainable Investing services for individuals, as well as research, education, and investing services for other financial advisors.

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.

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.

Natixis Investment Managers

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.

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.

Sponsors
Appleseed Capital
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Matthews Asia
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Parnassus
Saturna
Trillium Asset Management