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.
ClearBridge Investments
ClearBridge Investments is a leading global equity manager with $145.6 billion in assets under management (as of September 30, 2022). We are committed to delivering long-term results through authentic active management. ESG considerations are integrated into our fundamental research process across all strategies. Owned by Franklin Resources, ClearBridge operates with investment independence from headquarters in New York and offices in Baltimore, Fort Lauderdale, London, San Mateo, Sydney and Wilmington.
Domini Impact Investments LLC
Domini Impact Investments LLC 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.
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
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.”
Green Century
The Green Century Funds are one of the first families of fossil fuel free, environmentally responsible mutual funds. For more than 30 years, the Green Century Funds have offered individuals and institutions a way to align their values with their values. Green Century leads an award-winning shareholder advocacy program that works with many of the world’s largest corporations and convinces them to change their environmental policies and practices. This year, Green Century’s advocates are engaging with companies on biodiversity, climate change, deforestation, plastic packaging, antibiotics use in meat production, and underwriting for new fossil fuel projects.
Learn about our shareholder advocacy, request information, and learn about the Green Century Equity Fund, the Green Century MSCI International Index Fund, and the Green Century Balanced Fund.
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, 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 mhinvest.com
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.
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.
NorthStar constructs well diversified and balanced portfolios based on personalized asset allocation for each client and our market outlook. Our high conviction global all-cap public equities portfolio consists of strategically selected stocks using our proprietary fundamental and social research and employs shareholder activism to improve corporate behavior. The public fixed income portfolio includes investment grade government, municipal and “green” corporate bonds. We also offer “outside investments” to accredited investors seeking more direct social and environmental impact through micro-lending products, private loans or community loan funds.
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.
Raymond James
Raymond James Investment Management, a subsidiary of Raymond James Financial, comprises six boutique investment managers: Eagle Asset Management, Scout Investments, Reams Asset Management, ClariVest Asset Management, Chartwell Investment Partners, and Cougar Global Investments. Each boutique is unique in its investment approach but 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 Raymond James Investment Management approach to responsible investing. With strategies that cross asset classes and investment processes that include ESG incorporation, norms-based screening and active ownership practices, Raymond James Investment Management offers many investment options to meet the financial needs of investors. Please visit us at www.rjinvestmentmanagement/esg.
RBC Wealth Management
For more than 30 years, the SRI Wealth Management Group at RBC Wealth Management has helped our clients to achieve their financial objectives while driving positive social and environmental impact. We are one of the leading financial advisor teams in the country, exclusively focused on sustainable, responsible and impact investing (SRI). Promoting investment strategies that connect financial markets with healthy environments, sustainable communities, and humane and diverse workplaces is at the core of what we do. We lead the way with foundations, endowments, nonprofits and other organizations, as well as with families, celebrities and executives, who want to achieve their financial objectives and represent their vision for social change. RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member NYSE/FINRA/SIPC.
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.
While many firms are just discovering socially responsible investing, we have been integrating ESG into our investment process for over 35 years. We give clients the opportunity to invest today for a better tomorrow through active integration of sustainability into our investment strategy, shareholder advocacy and direct corporate engagement, and meaningful community development and impact investments. https://sustainabilitygroup.com/
Veris Wealth Partners
Founded in 2007, Veris Wealth Partners is an independent, SEC registered, woman-led, B Corp certified wealth management firm with a 100% focus on impact & ESG investing. Veris helps high net worth individuals, families, & foundations manage, grow, and preserve wealth while aligning their wealth with their values.
Our clients’ financial and impact goals drive our investment philosophy and portfolio construction process. We believe that investing in companies committed to sustainability and ESG principles can deliver competitive market performance while mitigating risk and that investors can have positive social and environmental impact across all asset classes and strategies through ESG integrated investing, shareholder advocacy, & thematic impact investing. Our impact themes are Climate Solutions & the Environment, Racial & Gender Equity, Sustainable & Regenerative Agriculture, and Community Wealth Building.
Zevin
Zevin Asset Management is a majority women-owned and led investment firm that helps individuals, families, foundations, non-profits and faith institutions across the country grow their assets while seeking justice, equality, and a healthier planet. For over 25 years, Zevin Asset Management’s clients have benefited from a risk-mitigating investment approach and positive social impact. Zevin Asset Management's mission is to provide our clients with long-term financial results in-line with their goals and values and to use an investor voice to contribute to social and environmental change.