Sponsors
Arjuna Capital
Arjuna Capital empowers our clients to sustainably align their investments for profitability and impact. Arjuna is a one-stop shop for creating a high-impact investment portfolio across markets and asset classes— from public to private, domestic to foreign, equity to debt. Our philosophy is rooted in the concept of sustainability: that economic vitality, environmental responsibility and social equity are mutually supportive measures of a society’s health. With decades of experience considering the financial impact of environmental, social and governance (ESG) risk and opportunity factors, our team is uniquely situated to mine insights from this approach to investment analysis. 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 engagement in the capital markets.
Boston Trust Walden
Boston Trust Walden is an independent, employee-owned firm with an authentic commitment to impact investing that spans 45 years. It seeks to advance solutions to the world’s most urgent sustainability challenges by engaging portfolio companies directly, voting proxies responsibly, advocating for smart public policy, and contributing to industry best practices related to climate, equality, and governance.
Boston Trust Walden provides investment management services to institutional investors and private wealth clients. The firm has approximately $15 billion in assets under management. For more information, please visit bostontrustwalden.com.
Calvert Research and Management / Eaton Vance Company
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.
Carillon Tower Advisers
Carillon Tower Advisers, a subsidiary of Raymond James Financial, comprises five boutique asset management firms: Eagle Asset Management, Scout Investments, Reams Asset Management, ClariVest Asset Management, and Cougar Global Investments. While each affiliate is unique in its investment approach, they all share a commitment to investing for the long-term. Incorporating environmental, social, and governance considerations in investment decisions, consistent with each firm’s philosophy and process, is at the heart of the Carillon approach to responsible investing. With strategies that cross asset classes and investment processes that include ESG integration, norm-based screening, exclusionary screening or a combination, Carillon offers many investment options to meet the financial needs of investors. Please visit us at www.carillontower.com/esg.
ClearBridge Investments
ClearBridge Investments is a leading global equity manager with $190.7 billion in assets under management (as of March 31, 2022). 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 Franklin Resources, ClearBridge operates with investment independence from headquarters in New York and offices in Baltimore, London, San Francisco, Sydney 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.
Domini Social Investments
Domini Impact Investments is a women-led SEC registered investment adviser that empowers both individual and institutional investors to make a difference, one investment at a time. By applying environmental and social standards across all of its investments, Domini harnesses the power of finance to help create a better world. With an exclusive focus on impact investing that aims to create positive outcomes for our planet and its people while seeking competitive financial returns, Domini works to channel every dollar to advance its goals of universal human dignity and ecological sustainability. The firm’s focus on continuous innovation and community engagement creates strength in numbers, allowing Domini to help fuel tomorrow’s prosperity and make “investing for good” the way all investing is done.
Fiduciary Trust International
Fiduciary Trust International is a wealth management firm founded in 1931. The firm’s impact investing practice aligns our clients’ values with their long-term risk/return objectives. We have nearly two decades of experience working with clients across a variety of thematic areas from aligning with faith-based values to advancing the transition to a lower carbon future to creating more opportunity for gender and racial equity. Our organization has a deep commitment to customization; grounds impact investing in an investment-centric culture; and offers expertise across all asset classes represented in a comprehensive, diversified portfolio, including private alternative investments. We integrate values- and mission-based investing across the firm in order to give clients access to the firm’s robust investment research, portfolio construction, and risk management processes.
First Affirmative Financial Network
First Affirmative Financial Network, LLC, is an employee-owned investment advisory firm specializing in sustainable, responsible, impact (SRI) investing. We began conducting business in 1988 and we have had one mission since our founding – to improve investment performance, reduce risk, and create a better world by integrating sustainable, responsible, and impact (SRI) investing with environmental, social and corporate governance (ESG) principles. 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
Future 500
Future 500 believes that forging better relationships is the first step toward solving our most pressing environmental and social challenges. We envision a future in which business and civil society work as equal partners and responsible stewards of a clean, just, and prosperous world. We help businesses develop skills and relationships that reduce risk, build common ground, and advance their social purpose. Learn more at future500.org
Global Proxy Watch
GPW is the premier source of inside information about key governance and ESG stewardship developments worldwide. It’s an indispensable resource for leading shareowner activists and experts in every OECD market. Now in its 26th year, GPW keeps subscribers abreast of shareowner engagements across borders, governance advisors, and initiatives by companies, governments and stock exchanges to reform or block governance and sustainability standards. 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
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.”
Harrington Investments, Inc.
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.
Miller/Howard Investments
Miller/Howard Investments, Inc. is a 100% employee-owned, women-led asset manager. We are research-driven and have a long history of managing portfolios for a wide range of investors. We have integrated environmental, social, and governance (ESG) analysis with fundamental research since the inception of our first strategy in 1991. Visit us at www.mhinvest.com/esg.
Our firm emphasizes:
- A focused approach to Sustainable Income Opportunities® — integrated ESG and fundamental research to provide high and rising dividend income.
- Financially sound companies with rising dividends — high-quality stocks, with the ability to grow income, that have sustainable business models and practices.
- Active ownership — engagement with company management and active proxy voting.
- Accountability and transparency — providing quarterly reports, shareholder news, and detailed, prompt information.
The Nathan Cummings Foundation
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.
Natixis
Natixis Investment Managers Solutions provides design, development and execution of portfolio strategies tailored to specific investment objectives and unique portfolio constraints. Fully integrated services combine investment expertise with portfolio analysis and construction capabilities to deliver a wide range of customized solutions including innovative ESG (environmental, social, governance) investment products.
Our Multi-Asset Portfolios include a sustainable target date fund series that can be suitable as a QDIA (qualified default investment alternative) in retirement plans. For more information, please visit im.natixis.com. Before investing in any fund, consider the fund's investment objectives, risks, charges, and expenses. You may obtain a prospectus containing this and other information at im.natixis.com. Read it carefully. Registered funds offered through Natixis Distribution, LLC, 888 Boylston Street, Boston, MA 02199. 3932357.1.1.
Nia
Nia Impact Capital is a women led impact investment and asset management firm based in Oakland, California. Nia is Swahili for intention and purpose and we build public market portfolios with purpose. The firm was founded in 2017 with the specific mission of empowering investors, bringing impact investing into the public markets, and growing and nurturing the next fair, just, inclusive and sustainable economy. We apply both a gender-lens and a commitment to racial equity across our investment decision-making process and live our values as a women-led team of activist investors.
Northstar Asset Management
Founded in 1990, NorthStar Asset Management, Inc. specializes in socially responsible investing for high net-worth clients and non-profit organizations. NorthStar’s mission is to provide integrative and effective portfolio management by connecting social concerns to security selection, asset allocation, and activism.
Synthesizing a broad market outlook and the individual needs of the client, NorthStar combines direct investments in global equities, investment grade bonds, community loan funds, alternative “outside” investments, and cash to create vibrant and balanced portfolios.
NorthStar’s activism includes engagement with portfolio companies in an effort to improve their behavior with regards to race and gender, wealth and income inequality, human rights, environmental justice, and corporate governance. The NorthStar approach, vision, and philosophy have evolved based on a core belief that we are here to make a difference.
Parnassus Investments
Parnassus Investments is a responsible investing pioneer and a leading provider of socially responsible equity and fixed income strategies today. We have worked to build wealth responsibly since 1984 based on the insight that successful outcomes begin with the goal of investing for Principles and Performance®.
We seek attractive risk-adjusted returns for our clients over the long term while investing sustainably for the future using an investment process that fully integrates fundamental financial analysis with environmental, social and governance (ESG) criteria. We identify businesses that we believe have increasingly relevant products or services, persistent competitive advantages and quality management teams for our high conviction portfolios. Every investment we make must meet rigorous ESG criteria.
Responsible Investor
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
Rose Foundation for Communities and the Environment Foundation Partnership on Corporate Responsibility
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. Everyone has the right to clean air and water, a stable climate, and access to healthy natural areas. Ethics, equity and justice all require us to support communities whose rights have historically been ignored. In addition, the natural world has intrinsic value independent of its usefulness to humans. Since nature can’t speak for itself, we must speak up for nature. We support grassroots initiatives that help build a world in which individuals, organizations, and communities are empowered to be stewards of healthy nature and equitable communities, and hold government and corporations accountable to protect the home we all call earth.
Singing Field Foundation
The Singing Field Foundation is a small family foundation, which began active grantmaking in 2004. 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.
The Sustainability Group of Loring, Wolcott & Coolidge Trust, LLC
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 profitably invest their assets in a manner that both aligns with their own values and can make a positive difference in the lives of people and our planet.
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.
Trillium
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.
Troop
Troop is a venture-backed retail shareholder proxy solicitation platform. Retail shareholders can connect any of their brokerage accounts to Troop in order to confirm their eligibility as voters, visualize their combined collective voting power, learn about and participate in ongoing shareholder activism, and they can even get rewarded when they act as individual proxy solicitors. With the Troop proxy solicitation platform, activist funds and shareholder advocacy groups can involve current and prospective retail shareholders in their activism, broadening their reach, and increasing the impact and success of their campaigns and resolutions. Troop believes that the world's most important problems can be solved through collective action, and shareholder activism is one of the most effective and pragmatic ways for retail to get their collective voice heard.
Tulip Share
Tulipshare is an activist investment platform that empowers retail investors to invest their money to promote ethical change. Tulipshare enables retail investors to join activist campaigns to influence the corporate governance of publicly traded companies. While activist investing isn’t new, it can require heavy capital investment and often excludes the retail shareholder – often leaving it up to institutional investors to decide how publicly traded companies conduct their business. Through Tulipshare, individual investors have the potential to have a say in the way public companies are conducting their business in a way that was previously not possible. To learn more, visit www.tulipshare.com.
Zevin
Zevin Asset Management has been exclusively focused on SRI/ESG investing in public equities since its founding 25 years ago. The firm has three long-only, global SRI/ESG strategies: a global equity and two balanced strategies. All portfolios are actively managed, concentrated, large-cap biased separately managed accounts that seek capital appreciation. The firm’s investment philosophy and process are deeply rooted in the belief that less risk leads to better returns over time. The firm is also actively involved in shareholder advocacy to help enhance shareholder value and create positive social impact. Zevin Asset Management is a Certified B Corporation and an intentionally diverse, 100% employee-owned, majority women-owned firm.