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.
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.
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.
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.
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.
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.
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.
Pax World Funds (“Pax”) are advised by Impax Asset Management LLC, formerly Pax World Management LLC, a pioneer in the field of sustainable investing. Pax offers a diverse lineup of mutual funds focused on the risks and opportunities arising from the transition to a more sustainable global economy. Each fund integrates environmental, social and governance (ESG) research into the investment process to better manage risk and deliver competitive long-term investment performance. Since 1971, Pax has made it possible for investors to pursue financial returns while having a positive social and environmental impact.
Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of our multi-affiliate model, we apply Active Thinking® to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis ranks among the world’s largest asset management firms. For more information, visit www.im.natixis.com/us/home
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General Mills is a leading global food company that serves the world by making food people love. Our brands include Cheerios, Annie's, Yoplait, Nature Valley, Häagen-Dazs, Betty Crocker, Pillsbury, Old El Paso, Wanchai Ferry, Yoki, BLUE and more.
We know that food plays a central role in people’s lives and has a profound impact on the environment and communities worldwide. We believe we can be a force for good. By using our global scale and leadership, we work to create value and make a difference for consumers, employees, communities and the planet.
Allianz Global Investors is a leading active asset manager with over 790 investment professionals in 25 offices worldwide and managing $619 billion in assets for individuals, families and institutions.Active is the most important word in our vocabulary. Active is how we create and share value with clients. We believe in solving, not selling, and in adding value beyond pure economic gain. We invest for the long term, employing our innovative investment expertise and global resources. Our goal is to ensure a superior experience for our clients, wherever they are based and whatever their investment needs.
The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.
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.
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 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.
Through capital and commitment, Capital Impact Partners helps people build communities of opportunity that break barriers to success. We champion social and economic justice for underserved communities to foster good health, economic opportunity, and interconnectedness. Through mission-driven lending, incubating social impact programs, impact investing, and policy reform we partner with local communities to create equitable access to health care and education, healthy foods, affordable housing, and dignified aging for those most in need. We have disbursed more than $2.5 billion to revitalize communities over the past 35 years. Our leadership in delivering financial and social impact has resulted in Capital Impact earning a “AA-” rating from S&P Global and being recognized by Aeris since 2005 for our performance. Headquartered in Arlington, VA, Capital Impact Partners operates nationally, with local offices in Detroit, MI, and Oakland, CA. Learn more at www.capitalimpact.org.
Founded in 1998, we provide investment management services to institutions and individuals through mutual funds and separate accounts. We are committed to achieving excellent long-term results and providing outstanding client service. We are equally passionate about helping our environment and communities through a variety of initiatives including: office recycling, water filtration system to avoid the use of plastic bottles, energy-efficient lighting, reducing printed materials and paper consumption, charitable giving, volunteer service days, and community service.
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 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.
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.
S&P Dow Jones Indices is the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators. Since 1884, S&P DJI has become home to over 1,000,000 indices across the spectrum of asset classes that have helped define the way investors measure and trade the markets. For more information, visit www.spdji.com.
Sarasin Asset Management is a leading investment manager of Institutional, Not-For-Profit and Private Clients. Our robust Global Thematic Equity selection process takes an active and responsible approach to corporate governance issues; a strong stewardship philosophy is embedded within the investment process.
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 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.
Shelton Capital Management, founded in 1985, is a multi-strategy asset manager that delivers sophisticated investment solutions including sustainable focused strategies such as the Shelton Green Alpha Fund and Green Fixed Income offered as a Separately Managed Account.
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.
Gurtin Municipal Bond Management, a PIMCO company, is an investment management firm founded on a simple premise: Do what you do best, and never settle.
With the primary objective of preserving principal while aiming to maximize tax-free income, we serve high and ultra-high net-worth individuals nationwide, striving to protect and grow their wealth through our suite of high-grade municipal bond investment strategies.
Saturna Capital, manager of the Amana, Saturna Sustainable, Sextant, and Idaho Tax-Exempt funds, uses years of investment experience to aid investors in navigating today's volatile markets. Founded in 1989 by professionals with extensive experience, Saturna has helped individuals and institutions build wealth, earn income, and preserve capital.
Founded in 1982, Trillium Asset Management, LLC is the oldest investment advisor devoted exclusively to Sustainable and Responsible (SRI) investing. Throughout our history, our overarching goal has been to seek to provide competitive financial returns for clients, while helping them leverage the power of their assets to seek to create concrete positive social and environmental change. We strive to achieve this through an integrated approach that includes environmental, social, and governance (ESG) criteria, shareholder advocacy, proxy voting, and public policy involvement. Trillium offers a lineup of Sustainable and Responsible SMA and Mutual Funds.
College for Financial Planning® —a Kaplan Company, is among the nation’s leading financial education institutions. Founded in 1972, the College created the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and has trained over 165,000 professionals. Flexible web-delivered classes featuring eBooks, HD streaming lectures, and interactive quizzes bring the classroom to your home or office. Graduates of the College are consistently ranked among the top financial advisers in the nation. Designations awarded include the AAMS®, CRPC®, and CSRIC™. The College is also home to a fully accredited Master of Science degree program and a variety of continuing education courses. Visit cffp.edu to learn more.
Vanguard is one of the world’s largest investment management companies. As an investor in companies across the world, we advocate for practices and policies that support sustainable long-term value creation. As of July 31, 2019, Vanguard managed $5.7 trillion in global assets. The firm, headquartered in Valley Forge, Pennsylvania, offers 418 funds to its more than 30 million investors worldwide. For more information, visit www.vanguard.com.
Axiom helps SRI-based and non-SRI RIA advisors and their clients. We are a cutting-edge leader with our unique technology, guidance, and investment and trading platforms. We help financial advisors become more successful and fulfilled, with a healthier work/life balance. Our compelling ala cart solutions are noted for their low costs, advisor-based customization, and ease of use: 1. Customization of Salesforce, for servicing efficiencies and increased sales; 2. Our TradePro trading platform features include one place for advisors to execute trades across multiple custodians and unlimited billing options; 3. Access to the Addepar reporting system, a business-inducing client reporting tool that attracts HNW and UHNW clients; and 4. Our asset management platform that does more for less money. Visit AxiomRIA.com to learn more.
Uncommon is a new financial services company centered around “doing good in uncommon ways.” At the forefront is a virtual community connecting individuals with nonprofits by matching their passions to charitable causes while providing discovery, transparency and feedback for individuals, corporations and wealth managers. Donations would be facilitated through a digital wallet specifically designed for giving. Uncommon plans to combine its digital giving platform with a fully integrated generosity ecosystem providing a seamless experience through payments, impact investing and donor advised giving – all with the goal of reversing the decline in charitable giving and volunteerism. Adding thought leadership and inspiring content, Uncommon seeks to ignite a generosity movement. www.uncommon.today
Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments. Vanderbilt is known as “The Sustainable Wealth Management Firm” for our commitment to providing financial advisors and their clients with access to values-aligned investments. Headquartered in a LEED-certified Platinum building, Vanderbilt’s commitment to changing the world begins at home in our office and within our culture. Under the leadership of Chief Entrepreneurial Officer, Stephen Distante, Vanderbilt’s culture has garnered multiple awards and was most recently named one of 2018’s “Best Places to Work on Long Island” by Long Island Business News. For more information on Vanderbilt Financial Group, please visit: www.joinvanderbilt.com
Calvert Impact Capital makes it easy to invest for impact. Since 1995, we’ve helped over 18,000 investors and their advisors channel more than $2 Billion to create measurable social and environmental impact in the U.S. and around the world. Whether you’re interested in our Community Investment Note, Syndication Services, or have questions about the industry more broadly, we’re here to help you in your impact investing journey. See our financial advisor resources at www.calvertimpactcapital.org or give us a call at 800.248.0337.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets.
FlexShares® leverages research and investment expertise across disciplines to offer new, insightfulsolutions designed to address actual investor goals. Each strategy is purposefully matched with a coreinvestment objective: growing assets, managing risk, generating income or managing liquidity.FlexShares ETFs are engineered from the ground up including collaborating with an index provider tobuild the appropriate index that is designed to produce persistent return attributes while emphasizingtransparency and cost efficiency in order to deliver alternative index strategies. We intensely focus onidentifying and delivering unique insights not already priced into the market. Investors can benefit fromour dedication to advancing the science of index design and transparency we deliver through ouroutcome-oriented ETF solutions for the long-term investor. For more information, please visitwww.flexshares.com.
Earth Equity Advisors is a leading sustainable, responsible and impact investment management firm. Since 2004, we have been helping our clients align their investments with their values®. We’re a four-time Best for the World B Corporation, 1% For the Planet signatory and a member of the 2018 Investopedia 100 list of the most influential financial advisors in America.
We offer sub-advised SRI portfolios to Folio clients through the MMX platform and independent advisors through our new digital solution and direct sub-advisory agreements. More information at http://www.earthequity-sma.com.
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 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.
Entelligent provides data that helps investors invest with a conscience while improving their returns and decreasing their risk. Entelligent is an emerging data provider seeking to give asset managers and institutional investors innovative solutions using Smart Climate Data and Analytics. Entelligent provides indicators that quantify company-level environmental transition risk exposure. When deployed by investors throughout the market, Smart Climate strategies can provide a powerful market-based solution to mitigating climate change.
Kiva Capital Management is the Impact Investing subsidiary of Kiva.org, and was launched in 2019 to connect Impact-first investors with Kiva's hundreds of partners around the world to significantly scale Kiva's mission of expanding financial access to help underserved communities thrive.
Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-dealers, RIAs and asset managers use the Riskalyze platform to create alignment between clients and portfolios, leverage sophisticated analytics to increase the quality of their advice, automate trading and client account management, and access world-class models and research in the Riskalyze Partner Store — all with the mission of empowering the world to invest fearlessly. To learn more, visit riskalyze.com.
RBC Global Asset Management is an asset manager with global scope and industry-leading management capabilities. With over $345 billion in AUM as of 6.30.19, our experienced investment teams in the US, Canada, Europe and Asia provide investors around the world with a comprehensive range of investment solutions and services, including cash management, fixed income, equity, global credit and alternatives expertise supported by a highly tailored client service model. RBC GAM is committed to responsible investing by considering ESG factors and analyzing the impact investment landscape in all of our investment strategies. Our diverse investment platform includes various options that allow investors in partnership with our investment teams to access responsible investing with approaches that are meaningful among like-minded investors.
The Hastings Group (THG) is the PR agency of record for The SRI Conference & Community, and has assisted The SRI Conference planners with external communications and media relations since 2011. THG is a 29-year-old consulting firm headquartered in Washington, D.C. and New York City, specializing in issues management, public relations/strategic communications, social media, app design and promotion, web projects, video production, OTT television channel development, and branding/advertising. THG is known for its aggressive approach to low-cost/high-impact campaigns that catapult clients and their issues into a place of greater prominence and influence on policymaking and in other realms.
Tides is a philanthropic partner and nonprofit accelerator dedicated to building a world of shared prosperity and social justice. Tides works at the nexus of funders, changemakers, and policy, with extensive impact solutions including philanthropic giving and grantmaking, impact investing, fiscal sponsorship for social ventures, collaborative workspaces, and policy initiatives. Our extensive tools and know-how give our partners the freedom to hit the ground running and drive change faster than they can on their own.
WaterEquity is the first-ever asset management firm dedicated to ending the global water crisis, with an exclusive focus on raising and deploying capital to financial institutions and water and sanitation enterprises in emerging markets.
Iroquois Valley Farmland REIT is a real estate investment company that provides land access for the next generation of organic & regenerative farmers through innovative leases and mortgages. Since the company's founding in 2007, Iroquois Valley has directed $50 million in investments in organic agriculture. Iroquois Valley offers debt and equity investments, including its newest Direct Public Offering, which is open to non-accredited investors.
At Clean USA Power, we are passionate about the renewable energy revolution. Investors in our suite of, solar development, Opportunity Zone and real estate holding funds, can Thrive Through Renewables© knowing they can count on years of reliable cash-flow and direct impact. Every investment, displaces CO2 and creates good jobs in the renewable energy industry.
Capital Good Fund is a nonprofit, U.S. Treasury-certified Community Development Financial Institution headquartered in Providence, RI Founded in 2009, our mission is to create pathways out of poverty through equitable financial services. Our focus, unique among CDFIs, is small-dollar personal loans ranging from $300-$25,000 for a variety of purposes, including immigration expenses; purchasing, refinancing, or repairing a vehicle; energy-efficiency upgrades; and emergencies. We serve as an alternative to the $141 billion predatory financial services industry, which consists of payday lenders, pawnshops, rent-to-own stores, check cashers, buy-here-pay-here and auto title lenders, and others. Our loans also empower immigrants and other vulnerable populations (people of color, the LGBT community, ex-offenders, survivors of domestic violence), address climate change through energy-efficiency, and build wealth and assets for the economically marginalized.
Self-Help is a leading community development financial institution that helps revitalize communities by providing affordable and responsible financial services. We provide fair and affordable financial services, while also:
We need your clients' cash reserves to continue this work. Our DTC offering to makes it easier for your clients to invest using a wirehouse.
Help your clients invest their cash to support environmental lending, lending to immigrants, and community development.
Act Analytics is a service provider using a technology-driven approach to bring sustainable business practices to the forefront of modern investing. We generate transparent and granular investment insights with a quantitative model that assesses companies across a broad spectrum of Environmental, Social & Governance (ESG) factors. Our platform helps investors align their portfolios with their values, empowering them to become agents for change.
OpenInvest is a Registered Investment Adviser and Public Benefit Corporation leveraging technology to provide a next-generation impact investing solution. Our easy and elegant Separately Managed Account platform seamlessly creates low-cost investment portfolios tailored to the causes clients cherish most, while tracking market indices. OpenInvest then delivers in-depth impact reporting, dynamic divest-invest activity, easy shareholder engagement, and more.
Rocket Dollar, Inc. is a financial technology company providing self-directed retirement investors with a simple and intuitive service for investing in alternative assets such as real estate, startups, and more for retirement. Rocket Dollar clients span across all 50 states and the company has $75M in assets under administration. Rocket Dollar was founded in Austin in 2018. Find out more at https://www.rocketdollar.com
Verity Platforms is a public benefit corporation located in the Greater Boston area. We operate a sustainability platform that facilitates collaborative data analysis and engagement between companies, investors and stakeholder organizations. We offer tools allowing users to reach beyond the data and communicate directly with the source of the research. Conversations can easily be grown into collective engagements in order to elicit input from a greater diversity of disciplines and gain a better understanding of critical issues. We believe conversation is the most effective means of transferring knowledge, fostering understanding and increasing transparency.
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