Sponsors

Calvert Research and Management (Calvert) is a global leader in Responsible Investing. Calvert sponsors one of the largest and most diversified families of responsibly invested mutual funds, encompassing active and passively managed equity, income, alternative and multi-asset strategies. With roots in Responsible Investing back to 1982, the firm seeks to generate favorable investment returns for clients by allocating capital consistent with environmental, social and governance best practices and through structured engagement with portfolio companies. Headquartered in Washington, D.C., Calvert manages assets on behalf of funds, individual and institutional separate account clients, and their advisors. For more information, visit calvert.com.

The Singing Field Foundation is a small family foundation, which began active grantmaking in 2004. The foundation’s current grants budget is around $200,000. Grants are initiated by the foundation’s directors and typically provide general support for environmental, animal welfare, health-related organizations, and other charities of interest to family members. The foundation’s interest in mission-related investing and “active ownership” of the companies in which the foundation is invested reflects our desire to maximize our impact as a small foundation, by deploying “the other 95 percent” of our assets, and our personal values, which dictate that the foundation’s investments should be aligned with the foundation’s mission. The Singing Field Foundation’s support for As You Sow flows directly from this interest and complements the foundation’s other grantmaking.

ClearBridge Investments is a leading global equity manager with $154.5 billion in assets under management (as of December 31, 2019). We are committed to delivering long-term results through authentic active management and offer investment solutions that emphasize differentiated, bottom-up stock selection to move our clients forward.  Owned by Legg Mason, ClearBridge operates with investment independence from headquarters in New York and offices in Baltimore, London, San Francisco and Wilmington. 

We believe authentic active management and high-conviction portfolios provide clients the best opportunities to earn superior investment results over the long term. Our active approach combines the market knowledge of long-tenured portfolio managers with the original research of a specialized group of sector and portfolio analysts and the deep diligence of a dedicated risk management team. The firm offers global strategies focused on three primary client objectives in our areas of proven expertise: high active share, income solutions and low volatility. We integrate ESG considerations into our fundamental research process across all strategies. As part of this integration, we assign ESG ratings to companies across our coverage universe and utilize those ratings to drive company engagement.

Rooted in the Jewish tradition of social justice, the Nathan Cummings Foundation focuses on finding solutions to the two biggest problems of our time – the climate crisis and growing inequality—and aims to transform the systems and mindsets that hinder progress toward a more sustainable and equitable future for all people, particularly women and people of color. To do so, the Foundation invests in four focus areas: Inclusive Clean Economy; Racial and Economic Justice; Corporate and Political Accountability; and Voice, Creativity and Culture. The Foundation also uses its standing as an investor in publicly traded companies to push for changes that both further our mission and enhance long-term shareholder value. For more information, visit www.nathancummings.org.

Harrington Investments, Inc. (HII) is a leader in Socially Responsible Investing and Shareholder Advocacy.  Dedicated to managing portfolios for individuals, foundations, non-profits, organized labor and family trusts to maximize financial, social, and environmental performance, we actively engage in shareholder campaigns and other strategies to promote greater corporate responsibility and social justice.  We believe the process of shareholder advocacy influences corporate behavior and educates the public about the practices and values of publicly traded corporations. Our advocacy program includes filing shareholder resolutions on corporate governance, sustainability practices and human and indigenous peoples’ rights. In our current socio-political climate, a time of uncertainty and unrest, we continue to call on corporate directors to confront their moral and ethical obligations of fiduciary responsibility.  

Founded in 1984, Parnassus Investments is a pioneer in socially responsible investments. Based in San Francisco, the firm invests responsibly to build wealth for its clients by selecting businesses that the investment team believes have increasingly relevant products or services, sustainable competitive advantages and quality management teams for their high conviction portfolios. Every investment must meet rigorous fundamental and environmental, social and governance (ESG) criteria.

Progressive Asset Management is a national financial advisor network with a wide range of products and financial planning services. With nearly three decades of experience we can assist; whether you are an individual starting to invest in the market, an individual or couple planning for or recently retired, a family planning for your children’s education, or an organization looking for employee retirement plans, our knowledgeable advisors can help you reach your fiscal goals while at the same time giving you the opportunity to invest in ways that reflect your values and have a positive impact on society.

For information contact ccartier@progressiveassetmanagement.com

Securities America Inc. Member FINRA/SIPC, Securities America Advisors Inc and Arbor Point Advisors, Registered Investment Advisor. Progressive Asset Management, Arbor Point Advisers and the Securities America companies are separate entities.

For more than 30 years, the SRI Wealth Management Group at RBC Wealth Management has been at the forefront of Sustainable, Responsible, and Impact (SRI) investing.  For more than a century, RBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families and institutions. We are a global organization, bringing our diverse expertise and deep knowledge to the sophisticated financial needs of our clients around the world. We are committed to earning our client’s trust by building lasting relationships and confidence, putting your interests first in everything we do. Every interaction with us is defined through our core values and culture of doing what’s right for our clients and the communities we operate in. Forward-looking, innovative and committed helping our clients thrive and communities prosper –you can depend on us to help you achieve your financial goals.

The Rose Foundation for Communities and the Environment envisions a future where nature is protected, people’s rights are ensured, and environmental justice is advanced, and where these three values are deeply interconnected. We support grassroots initiatives that help build a world in which individuals, organizations, and communities are empowered to promote stewardship of nature, inspire people to take action, and hold government and corporations accountable.

The Sustainability Group of Loring, Wolcott & Coolidge, founded by industry pioneer Amy Domini in 1987, seeks to deliver superior, long-term returns while investing for social and environmental progress. We offer trustee services and individually tailor portfolios to help clients invest in companies that do business in ways that value the issues they care about most, as well as profits. Many firms are just discovering socially responsible investing, but we have been integrating ESG into our investment process for over 30 years.

We give clients the opportunity to invest today for a better tomorrow through active integration of sustainability into our investment strategy, direct corporate engagement, and meaningful community development and impact investments.

Arjuna Capital empowers our clients to sustainably align their investments for profitability and impact.  Arjuna is a one-stop shop for creating high-impact investment portfolios across markets and asset classes— from public to private, to equity to debt. Arjuna Capital’s investment strategies seek competitive financial returns while promoting a more vibrant economy, healthier environment, and more just society. Our team brings decades of experience considering the financial impact of environmental, social and governance (ESG) risk and opportunity factors.  We strive to offer the most diverse, sustainable, profitable and high-impact investments available, build and preserve our clients' wealth, and influence sustainable change through enlightened investing. 

First Affirmative Financial Network, LLC, a wholly owned subsidiary of FOLIOfn, Inc., is an investment advisory firm specializing in sustainable, responsible, impact (SRI) investing. We began conducting business in 1999 and believe that the ways in which people save, spend and invest can dramatically influence both the fabric and consciousness of society. We help investors make money and make a difference by combining innovative financial management with investment strategies that consider the environmental, social, and governance aspects of investments. We vote client proxies in accordance with detailed voting guidelines and actively engage with selected portfolio companies with the goal of creating a truly sustainable future. www.firstaffirmative.com

GPW is the premier source of inside information about key governance developments worldwide. It’s an indispensable resource for leading shareowner activists and experts in every advanced market. Now in its 24th year, GPW keeps subscribers abreast of shareowner activism across borders, the powerful industry of governance advisors, and initiatives by companies, governments and stock exchanges to reform, turbo-charge or block corporate governance. GPW is the place the market turns to for information on who is moving to new posts and for job openings in the governance field. Subscribers include leading pension funds and other activist institutional investors, custodian banks, stock exchanges, corporations, professional trade bodies, management consulting companies, trade unions, investor relations firms, accounting firms, academic institutions, law firms and international governmental organizations.

Green America’s mission is to harness 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, where all communities are healthy and safe, and where the bounty of the Earth is preserved for all the generations to come.  We work on issues of social justice and environmental responsibility.  We see these issues as completely linked in the quest for a sustainable world.  It’s what we mean when we say “green.” 

Green Century is proud to be the home of the first family of fossil fuel free, responsible, and diversified mutual funds in the U.S. Our unique three-pronged approach to socially responsible investing allows us to deliver impact and competitive returns in a way no other mutual fund can match.

Green Century invests in responsible companies, leads an effective shareholder advocacy program, and is the only mutual fund company in the country wholly owned by environmental and public health nonprofit organizations. 100% of the profits earned managing the Green Century Funds can be used to support their work to protect the environment and public health.

https://www.greencentury.com/invest-with-us/

Miller/Howard Investments, Inc. is a 100% employee-owned, independent, SEC-registered investment boutique that began managing equity portfolios for institutions and individuals in dividend-focused strategies in 1991. The firm invests in quality stocks with strong balance sheets, governance and fundamentals, and the ability to grow dividends.  We integrate ESG analysis with financial analysis in our pursuit of companies with strong commitments to high operational standards, the environment, social responsibility, and good governance; we believe doing so provides a framework for achieving suitable risk profiles and long-term investment returns while building sustainable global economies and markets. As part of our Shareholder Advocacy and risk mitigation efforts, we actively engage companies on material ESG issues to help them seek a more sustainable future and long-term profitability.  Visit us at www.mhinvest.com/esg.

The Murninghan Post is a platform for a simple concept and strategy: build a civic moral economy that strengthens equity culture and our political economy. How? By helping concerned citizens, nonprofit fiduciaries, policymakers, and lawmakers activate vast pools of portfolio assets managed by tax-exempt institutions, aka “civic fiduciaries”. At a time when taxes and charitable grants are not enough, we can make that money more productive and accountable to the public interest—particularly regarding human rights, climate, and infrastructure. A civic moral economy aligns investment policy and practice with tax-exempt principles and purpose. It relies upon multi-capital, multi-asset, multi-portfolio, and polycentric approaches. It promotes civic voice and agency by educating, empowering, and engaging ordinary people who remain disconnected from sustainable finance and believe organized politics has failed them.

Launched June 2007, Responsible Investor (RI) is the only dedicated news service reporting on responsible investment, ESG (environmental, social and governance) and sustainable finance issues for institutional investors globally, read by: pension funds, public and government funds, central banks, endowments, foundations, faith groups, family offices, corporations, investment consultants, asset managers, research and data providers, insurance companies, banks, associations, governments, regulators, NGOs, and other industry practitioners. RI also produces the industry-leading regional conferences: RI Asia Japan, RI Europe and RI Americas.  www.responsible-investor.com

Founded in 1982, Trillium Asset Management is the oldest investment advisor focused exclusively on sustainable and responsible investing. Trillium integrates Environmental, Social, and Governance (ESG) factors into the investment process as a way to identify the companies best positioned to deliver strong long-term performance. A leader in shareholder advocacy and public policy work, Trillium leverages the power of stock ownership to promote positive social and environmental change while providing both impact and performance to our investors.

Boston Trust Walden is a pioneer in sustainable and responsible investment (SRI), working in this arena for close to 50 years. Boston Trust Walden has engaged portfolio companies since 1975 urging them to strengthen their corporate responsibility and accountability. As long-term investors, we believe that effective shareholder engagement can lead to improved corporate policies, more sustainable business practices, and greater transparency and accountability.  We also recognize that companies take time to implement changes.  

Boston Trust Walden has been at the forefront of countless shareholder engagement initiatives to encourage companies to improve sustainability performance.  Some of the topics on which we engage companies include:

• Climate change

• Board diversity 

• Political spending and Lobbying

• Diversity disclosure and non-discrimination policies; LGBTQ Rights

• Vendor/labor/supply chain standards

• Human rights

Domini Impact Investments LLC is a women-led SEC registered investment adviser specializing exclusively in impact investing. We serve individual and institutional investors who wish to create positive social and environmental outcomes while seeking competitive financial returns. We apply social, environmental, and governance standards to all our investments, believing they help identify opportunities to provide strong financial rewards while also helping to create a more just and sustainable economic system.

Veris Wealth Partners, LLC is an impact wealth management firm that helps clients align their wealth with the values. The Veris team believes that superior investment performance and positive impact are complementary parts of a holistic investment strategy. We create comprehensive strategies that help clients grow and preserve their wealth across generations by investing in companies focused on sustainability and Environmental, Social and Governance (ESG) principles. Veris has been named Best for the World by B Corp for six years in a row and is in the top 10% of all B Corp firms. Based in San Francisco, Veris has offices in New York, Portsmouth, and Boulder. For information, call 415.815.0580, or visit www.veriswp.com.