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.

Arabesque Asset Management

Arabesque is an ESG Quant asset management firm. They aim to bring a new dimension to investing, using self-learning quantitative models and big data to assess the performance and sustainability of globally listed companies. Their rules-based approach to stock selection integrates ESG information with financial and momentum analysis, leveraging their Arabesque S-Ray ® proprietary technology.

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.

First Affirmative Financial Network

First Affirmative, which is a wholly owned subsidiary of FOLIOfn, Inc., provides investment advice consistent with the philosophies of sustainable, responsible, impact (SRI) investing. It believes that the ways people save, spend and invest can dramatically influence both the fabric and consciousness of society. Investors can make a meaningful difference by consciously directing investment capital toward enterprises that contribute to a clean, healthy environment, that treat people fairly and embrace equal opportunity, that produce safe and useful products, and support efforts to promote world peace. Clients who choose to invest with First Affirmative make a conscious choice to put their money to work for a dual purpose — to provide for a secure retirement, for example, while working for a better, more socially just and environmentally sustainable future for all. www.firstaffirmative.com. First Affirmative Financial Network, LLC is an independent Registered Investment Advisor (SEC File #801-56587).

Folio Institutional

Folio Institutional® is a leading brokerage, custody and financial technology company, all in one. Investment advisors, financial institutions and retirement plans use our innovative technology and modular solutions to build and precisely manage customized portfolios for their entire client base, regardless of account size. Our clients use our state-of-the-art trading, portfolio management tools, digital investing services and alternative investment capabilities to create a better client experience, scale their business and improve profitability. We empower the financial services industry on both a full-service and technology-licensed basis, servicing billions of dollars of investor assets nationwide. www.folioinstitutional.com

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
Arabesque
First Affirmative
Folio Institutional
Gitterman
Green Century
Matthews Asia
Natixis
Panassus
Saturna
Trillium Asset Management