Investment Managers and Products
 Share
The version of the browser you are using is no longer supported. Please upgrade to a supported browser.Dismiss

View only
 
ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
2
Sustainable and Socially Responsible Investment Funds Across Asset Classes
3
Asset ClassManager Name
Year
Founded
Product Name
Product
Inception
DescriptionScreens or
ESG Approach
Fees
(Net Expense Ratio)
Minimum
Investment
VehicleAvailability
4
5
Global Equity3Sisters Sustainable Investment LLC2011Scarab Global All-Cap FundUnclear"An impact fund that makes direct private loans of short to medium duration focusing on strong leadership with innovative solutions in any global region, but primarily in the United States." Uses CSRHub.com ratings to create a liquid fund that "increasingly values products and services that are beneficial to society and the environment"Contact for info
6
Global EquityAcadian Asset Management1986Acadian Global Sustainable Equity Strategy2012"seeks to provide institutional clients with the opportunity to capture long-term capital appreciation by investing primarily in a portfolio of global equity securities. The portfolio holds the securities of companies that exhibit socially responsible characteristics and sustainable business practices and restricts ownership of those that do not."Seeks to reduce exposure to carbon intensive companies
while investing in innovators in sustainability
0.75%$50 millionSeparate Accounts
7
Global EquityAppleseed Capital1990Global Value ESG2006Benchmark: MSCI World IndexLong term value investors - "We seek to generate strong returns by making prudent, disciplined, and sustainable long-term investments in a range of asset classes around the world. We look to invest in high quality companies and other attractive financial investments at prices which are steeply discounted relative to our own estimate of intrinsic value."
Separate Accounts, Mutual Fund
8
Global EquityAppleseed Fund1990APPLX, APPIX
2006 (investor)
2011 (insitution)
"Value investors who seek to generate market-beating returns by making prudent, disciplined, and sustainable investments in a range of asset classes from markets around the world"
Investor: 1.36%;
Institution: 1.17%
Investor: $2,500;
Institution: $100,000
Mutual Fund
9
Global EquityArabesque Partners2013Arabesque Prime Fund2013"global equity fund that uniquely combines sustainability information with a sophisticated fundamental stock selection process.""The fund's sustainable equity universe consists of approximately 3,000 individual stocks that passed a rules-based screening process." - "Does not use derivatives, leverage, or shorting"0.89% (Total Expense Ratio)$50,000SICAV
Account based
in Luxembourg.
Investors must
consider tax
situtation
10
Global EquityArabesque Partners2013Arabesque Systematic Fund2014"global equity fund that uniquely combines sustainability values with a sophisticated fundamental and quantitative stock selection process."Risk controlled upside (limits drawdowns to 25%) - "quantitative investment approach that integrates sustainability data with financial analysis."1.34%$50,000Subfund of SICAV
Account based
in Luxembourg.
Investors must
consider tax
situtation
11
Global EquityArabesque Partners2013Bespoke Solutions2013Customized fundInvestors "build tailor-made products with respect to ESG integration, business activity and balance sheet screening, legal set-up, and pay-off profiles."contact for infocontact for info
12
Global EquityArjuna Capital2013Highwater Global Equity StrategyUnclear"A unique global equity fund investing in high impact public equities that provide products, services or innovative processes that support environmental sustainability and contribute to human well-being."contact for infocontact for infoSeparate Accounts
13
Global EquityBlackRock1988iShares Global Clean Energy ETF2008"seeks to track the investment results of an index composed of global equities in the clean energy sector."Invests in clean energy companies0.48%Share Price (~$10)ETFOpen
14
Global EquityBlackRock1988iShares MSCI Global Impact ETF2016"seeks to track the investment results of an index composed of positive impact companies that derive a majority of their revenue from products and services that address at least one of the world's major social and environmental challenges as identified by the United Nations Sustainable Development Goals"Invests in companies that support UN Sustainable Development Goals0.49%Share Price (~$60)ETFOpen
15
Global EquityBlackRock1988iShares MSCI ACWI Low Carbon ETF2014"seeks to track the investment results of an index composed of large and mid-capitalization developed and emerging market equities with a lower carbon exposure than that of the broad market."Invests in low-carbon mid to large cap companies0.20%Share Price (~$120)ETFOpen
16
Global EquityBlackRock1988MSCI ACWI Ex-Fossil Fuels Custom ESG Focus Index2013Tracks fossil free ESG focussed global public equity companiesSelected "constituents from its underlying parent index (MSCI ACWI)
through an optimization process that aims to maximize exposure to ESG factors for a target tracking error budget under certain constraints."
UnclearUnclearCommingled Fund
17
Global EquityCalvert Investments1976Calvert Global Energy Solutions Fund (CAEIX)2007"The Fund employs a passive management strategy designed to track, as closely as possible, the performance of the Calvert Global Energy Research Index""companies that satisfy minimum market capitalization and liquidity thresholds and are significantly involved in business activities in the energy solutions sector that are consistent with the Calvert Principles for Responsible Investment."0.93%$250,000Mutual Fund
18
Global EquityGeneration Investment Management2004Generation IM Global Equity Fund2004seek to invest in sustainable businesses providing products and services consistent with a low-carbon, prosperous, equitable, healthy and safe society."Our investment strategy is focused on seeking to identify high-quality businesses with high-quality management teams that we believe offer a significant margin of safety from a valuation perspective"Contact for infoContact for info
Mutual Fund,
Separate Accounts
Closed
19
Global EquityGeneration Investment Management2004Generation IM Asia FundUnclearseek to invest in sustainable businesses providing products and services consistent with a low-carbon, prosperous, equitable, healthy and safe society."Our investment strategy is focused on seeking to identify high-quality businesses with high-quality management teams that we believe offer a significant margin of safety from a valuation perspective"Contact for infoContact for info
Mutual Fund,
Separate Accounts
20
Global EquityGreen Alpha2007Next Economy Index2008Long only global public equities - passively managed highly diversifiedFossil Free and companies driving change to "Next Economy"Contact for info$100,000Separate Accounts
21
Global EquityGreen Alpha2007Next Economy Social Index2015Long only global public equities - passively managed highly diversifiedFossil Free and "Applies unique gender and social inclusion criteria to GreenAlpha's largest basket of innovators"Contact for info$100,000Separate Accounts
22
Global EquityGreen Alpha2007Next Economy Select Index2013Long only global public equities - actively managedFossil Free and Looks for high growth companies moving towards the "Next Economy" - the economy where technological solutions can mitigate systemic climate riskContact for info
Mutual Fund: $1000;
SMA: $1 million
Separate Accounts,
Mutual Fund
23
Global EquityGreen Alpha2007Growth and Income Portfolio2012Long only global public equities - actively managedFossil Free and High income producing "Next Economy" companiesContact for info$100,000Separate Accounts
24
Global EquityGreen Alpha2007Sierra Club Portfolio2010Long only global public equities - actively managedFossil Free and "In compliance with Sierra Club's rigorous social and environmental criteria and Green Alpha's Next Economy methodology"$10,000Separate Accounts
25
Global EquityHighclere International Investors2006International Small and Mid Cap Specialists2008"We focus on generating absolute returns for our clients over the long term, and are comfortable investing at the smaller, under-researched end of our universe. At Highclere we are very active in our investment analysis and travel the world seeking lesser known companies in which to invest."Signed onto UN Principles of Responsible Investing and uses
ESG metrics in investing
1.00%$2 millionCommingled FundOpen
26
Global EquityKabouter Management2003Kabouter International Mission FundUnclearSmall cap equity strategyFocusses on companies creating meaningful change while
avoiding the carbon 200 and companies that get the majority
of their revenue from "abortion/contraceptives, alcohol, adult
entertainment, defense weapons, gambling, stem cell research
and development, tobacco, and predatory lending"
1.25%$500,000Commingled FundClosed
27
Global EquityKleinwort Benson Global Investors1980Global ESG Equity Strategy2004"total return investors" - invests in "high quality companies that have strong balance sheets, low levels of debt, and are cash rich.""The strategy integrates Environmental, Social and Governance (‘ESG’) factors into its investment process, excludes holdings deemed inconsistent with its (ESG) guidelines, and maintains a targeted overall ESG score as calculated by an independent external ESG rating provider"
"See Part 2 of Adviser's Form ADV for a complete
description of the investment advisory fees customarily charged by Adviser"
28
Global EquityNia Impact CapitalUnclearNia Global Solutions Equity PortfolioUnclearLong only global public equities - Green Alpha Subadvises - actively managedFossil Free and "Our core objective is to generate a competitive rate of return, while creating a positive impact for investors and for our planet. The Portfolio is specifically constructed for impact investors focused on creating a just, sustainable and inclusive world. "Unclear$100,000Separate Accounts
29
Global EquityNorthern TrustNorthern Trust Global Sustainability IndexUnclear"Passive investment in the MSCI World ESG Index"Uses MSCI research and invests in highest ranked companies
across industry sectors
0.30%$2,500Mutual FundOpen
30
Global EquityImpax Asset Management1998Impax Environmental Markets PLC2002"Investments are made in "pure-play" small and mid cap companies which have >50% of their underlying revenue generated by sales of environmental products or services in the energy efficiency, renewable energy, water, waste and sustainable food and agriculture markets""Achieve sustainable, above market returns over the longer term by investing globally in companies active in the growing Resource Efficiency and Environmental Markets."1.05%
Investment Trust
(invest via platforms on website)
31
Global EquityImpax Asset Management1998Impax Environmental Markets (Ireland) Fund2004"Investments are made in "pure-play" small and mid cap companies which have >50% of their underlying revenue generated by sales of environmental products or services in the energy efficiency, renewable energy, water, waste and sustainable food and agriculture markets""Achieve sustainable, above market returns over the longer term by investing globally in companies active in the growing Resource Efficiency and Environmental Markets."X: 1.05%, A: 1.25%, B: 1.75%
$1 million, $500,000, $1,000
Investment Trust (invest via platforms on website)
32
Global EquityImpax Asset Management1998Impax Environmental Leaders (Ireland) Fund2016"Investments are made in companies which have >20% of their underlying revenue generated by sales of environmental products or services in the energy efficiency, renewable energy, water, waste and sustainable food and agriculture markets.""Achieve sustainable, above market returns over the longer term by investing globally in companies active in the growing Resource Efficiency and Environmental Markets."0.80%$500,000
Investment Trust (invest via platforms on website)
33
Global EquityImpax Asset Management1998Impax Asian Environmental Markets (Ireland) Fund 2010"Investments are made in companies which have >20% of their underlying revenue generated by sales of environmental products or services in the energy efficiency, renewable energy, water, waste and sustainable food and agriculture markets.""generate long term capital growth from rapid and sustained growth anticipated by the Investment Manager in Resource Efficiency and Environmental Markets in certain countries in the Asia Pacific Region"X: 1.08%,
A: 1.33%, B: 1.83%
X: $1 million,
A: $500,000, B: $1,000
Investment Trust (invest via platforms on website)
34
Global EquityMartin Investment Management LLC1989Global Eco-Investing2008Large cap global fossil free public equities with large capitalization - activelly managed - concentrated portfolio of 25-30 stocksUses Censible ESG data to "combine the Growth with a Value Discipline approach to investing with investing in global businesses that positively impact the environment through their good stewardship and environmental practices."Contact for infoContact for info
35
Global EquityNataxis Global Asset Management2007Mirova Global Sustainable Equity Fund2016"invests in companies that meet their ESG criteria that include human resource policies, product quality, corporate culture, business ethics, management stability, and customer satisfaction."1.05%$100,000Mutual Fund
36
Global EquityNataxis Global Asset Management2007Custom Tax-Managed Index PortfolioUnclearCustom, activelly managed tax-efficient portfolioCustom ESG screensContact for infoContact for infoSeparate Accounts
37
Global EquityOsmosis Investment Management2009MoRE World Strategy2014Meant to outperform MXWO Index (MSCI Developed World Inex) - Selections from top 1400 global companies by market cap. Selected with ESG factors and emmisions disclosures in mindHigh performing companies with reduced environmental impact - "The stocks are systematically selected from 32 industry sectors, developed markets only, each stock chosen for inclusion will be ranked in the top decile of their relative sector based on their MoRE Resource efciency score. The stocks are then weighted for value based on the economic PE of each company."1.00%Contact for info
38
Global EquityOsmosis Investment Management2009MoRE World Smart Beta Strategy2014"seeks superior risk-adjusted returns by targeting maximum resource efficiency exposure whilst maintaining a tight tracking error to the MSCI World.""portfolio takes advantage of the inefficiencies of market cap weighted strategies by closely mimicking the factor exposure of the underlying benchmark with the active exposure being delivered through the resource efficiency factor. The resulting portfolio delivers a significantly reduced footprint relative to the benchmark"1.00%Contact for info
39
Global EquityOsmosis Investment Management2009MoRE World Low Volatility Strategy2014"seeks superior risk-adjusted returns relative to both the MSCI World and MSCI World Minimum Volatility Index""portfolio is not only seeking to deliver alpha through the resource efficient selection pool, but address the concerns that low volatility portfolios have historically increased exposure to resource-intensive industries, especially utilities, whereby significant non-financial risks are exhibited"1.00%Contact for info
40
Global EquityOwnership Capital2012Global Equity Fund201310 year investment horizon - "fundamental, long-term equity investment manager that combines fundamental company analysis with ESG integration and active engagement to achieve superior returns.""We believe asset managers should act as owners, not traders. We create value by identifying high-quality companies and engaging directly with them to encourage long-termism, strong corporate governance and sustainability leadership."Contact for infoContact for infoContact for info
41
Global EquityParametric Investments1987Parametric Responsible Investing StrategyUnclearCustomized strategy in internation and domestic equity -
passive investing
Uses MSCI's research to provide ESG screening. Catholic
screening available.
0.35%$500,000Separate Accounts
42
Global EquityPax World Investments1971Pax Global Environmental Markets Fund2008"investing in companies that are developing innovative solutions to resource challenges in four key areas: energy efficiency and renewable energy, water infrastructure, waste management, and sustainable food and agriculture.""We create value by identifying high-quality companies and engaging directly with them to encourage long-termism, strong corporate governance and sustainability leadership"0.98%$250,000
Mutual Fund, Separate Accounts
43
Global EquityPax World Investments1971Pax Ellevate Global Women's Leadership Fund2006"Investing in companies that invest in women" - "The Fund is the first broadly diversified mutual fund that invests in the highest-rated companies in the world for advancing women through gender diversity on their boards and in executive management."Filters companies by women representation0.55%$250,000
Mutual Fund, Separate Accounts
44
Global EquityPax World Investments1971Pax Global Opprotunities Fund2018"An all cap global equity strategy that invests in companies possessing sustainable competitive advantages in order to achieve long-term capital growth.""The proprietary “Impax Sustainability Lens” identifies durable companies best positioned to seize these opportunities and mitigate these risks."0.98%$250,000
Mutual Fund, Separate Accounts
45
Global EquityRockefeller Capital ManagementUnclearGlobal Sustainability and Impact Strategy1991"We see our role and contribution to sustainability and impact as one that bridges the divide between hard-hitting financial analysis and the deep social and environmental concerns of our clients.""Our analysts apply a proprietary Four Pillar Method to... ESG-related criteria: Governance, Products and Services, Human Capital Management, and Environment."1.20% - NegotiableUnclear
46
Global EquityTrillium Asset Management1982Portfolio 21 Global Equity Fund1999"designed to address the risks and opportunities created by the increasing constraints on natural capital." - companies have environmental leadership and financial quality1.08%$100,000
Mutual Fund, Separate Accounts
47
Global EquityVanguard1975FTSE Social Index Fund Institutional Shares2000"Seeks to track the performance of the FTSE4Good US Select
Index, Large- and mid-cap stocks, Index screens for certain
social and environmental criteria, leading to a growth
orientation, Passively managed, full-replication approach."
"excludes businesses that participate in activities defined as socially
irresponsible. These include, but are not limited to, weapons,
tobacco, gambling, alcohol, nuclear power, and adult entertainment."
Investor: 0.20%
Institution: 0.12%
Investor: N/A
Institution: $5 million
Mutual FundOpen
48
Global EquityWallace Global FundUnclearSustainable Investing Strategies Custom Portfolio2010Offers "five main categories with increasingly proactive ESG investment strategies"Custom ESG considerationsContact for infoContact for infoSeparate Accounts
49
Global EquityWellington Management1928Global Impact Fund2016"Global equity fund aiming to generate measurable societal or environmental impact and a financial return"1.63%$5,000Mutual Fund/UCITS
Based in Ireland
Unclear whether
possible for US
based investors
50
Global EquityZevin Asset Managment1997Custom Portfolio1997"we focus on well-​managed
com­pa­nies with sus­tain­able
busi­ness prac­tices capa­ble of deliv­er­ing worth­while returns for a num­ber of years"
"We cre­ate indi­vid­ual port­fo­lios to fit
your finan­cial objec­tives and social values."
con­tact Sonia Kowal
invest@​zevin.​com
617–742-6666 x308
$1 millionSeparate Accounts
51
52
Public U.S. EquityAperio Group1999Socially Responsive IndexingBuilds each client customized index
that aligns with their values regarding
climate, religion, human rights, animal rights, and other important factors.
Can optimize to a number of public equity benchmarks
Uses both positive and negative screens
and their proprietary quantitative measurements
from SEC filings, the Department of Labor, and the EPA to see how companies
align with the clients values. Enables participation in shareholder advocacy through
As You Sow, allows for socially responsible proxy voting
ALICE WILL SEND INFOALICE WILL SEND INFOSeparate AccountsOpen
53
Public U.S. EquityAppleseed Capital1990U.S. All-Cap Value ESG2015Invests long-term in US equityUses ESG factorsSeparate Accounts
54
Public U.S. EquityArabesque Partners2013Arabesque Systematic USA Fund2017"balanced US equity fund that uniquely combines
sustainability values with a sophisticated fundamental
and quantitative stock selection process"
"We use self-learning quant models and
big data to assess the performance and
sustainability of globally listed companies. Our rules-based approach to stock selection integrates ESG information with financial and momentum analysis, processing over 100 billion data points via 250,000 lines of code to construct our strategies."
0.95% (Net Expsense Ratio)$1 millionMutual Fund
55
Public U.S. EquityArjuna Capital2013Total Portfolio Activation ApproachWill build custom portfolioContact for info
56
Public U.S. EquityBlackRock1988iShares MSCI KLD 400 Social ETF2006"seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics "BlackRock determines ESG screens/criteria0.25%Share Price (~$100)ETF
57
Public U.S. EquityBlackRock1988iShares MSCI USA ESG Select ETF2005"seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics "BlackRock determines ESG screens/criteria0.25%Share Price (~$115)ETF
58
Public U.S. EquityBlackRock1988iShares MSCI USA ESG Optimized ETF2016"seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics "BlackRock determines ESG screens/criteria0.15%Share Price (~$60)ETF
59
Public U.S. EquityBlackRock1988iShares MSCI USA Small-Cap ESG Optimized ETF2018"seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics "BlackRock determines ESG screens/criteria0.17%Share Price (~$30)ETF
60
Public U.S. EquityBoston Common Asset Management2002Boston Common ESG Impact US Equity Fund2012"diversified portfolio of stocks and American Depositary Receipts (“ADRs”) of companies it believes are high quality and undervalued""The Fund’s advisor prefers best-in-class firms with innovative approaches to the environmental, social, and governance (ESG) challenges their industries, society, and the world face, while pursuing advocacy and engagement initiatives to help improve portfolio companies’ ESG performance"1.38%NAV (~$45)Mutual Fund
61
Public U.S. EquityBrown Advisory1993Large Cap Sustainable Growth Composite2009Tracks Russell 1000 Growth Index"We believe that sustainable strategies can drive a company's financial performance and long-term security valuation through revenue growth, cost improvements and enhanced franchise value."
First $10 million: 0.80%;
next $15 million: 0.65%;
next $25 million: 0.50%;
over $50 million: 0.40%
$1.5 million
Separate Account,
Mutual Fund,
UCITS Fund
62
Public U.S. EquityCalvert Investments1976Calvert US Large-Cap Core Responsible Index Fund (A)2000Tracks the Russell 1000 while
emphasizing companies that have
high ESG ratings and social impact
Significantly reduces exposure to fossil fuel reserves,
carbon emmissions, toxic waste, and tobacco and
increases exposure to high ESG rated companies
0.54%$5,000Mutual Fund
63
Public U.S. EquityCalvert Investments1976Calvert US Large-Cap Growth Responsible Index Fund (CGJAX)2015Tracks the Russell 1000 while
emphasizing companies that have
high ESG ratings and social impact
Significantly reduces exposure to fossil fuel reserves,
carbon emmissions, toxic waste, and tobacco and
increases exposure to high ESG rated companies
0.57%$5,000Mutual Fund
64
Public U.S. EquityCalvert Investments1976Calvert US Large-Cap Value Responsible Index Fund (CFJAX)2015Tracks the Russell 1000 while
emphasizing companies that have
high ESG ratings and social impact
Significantly reduces exposure to fossil fuel reserves,
carbon emmissions, toxic waste, and tobacco and
increases exposure to high ESG rated companies
0.57%$5,000Mutual Fund
65
Public U.S. EquityCalvert Investments1976Calvert US Mid-Cap Core Responsible Index Fund (A)2015Tracks the Russell 1000 while
emphasizing companies that have
high ESG ratings and social impact
Significantly reduces exposure to fossil fuel reserves,
carbon emmissions, toxic waste, and tobacco and
increases exposure to high ESG rated companies
0.57%$5,000Mutual Fund
66
Public U.S. EquityClearbridge Investments2005Appreciation ESG Strategy2009Tracks SP500 with ESG weighting"Primarily large cap, blue chip companies that meet ESG criteria"Fund: 0.98%, Contact for info
Mutual Fund,
Separate Accounts,
67
Public U.S. EquityClearbridge Investments2005Dividend Strategy ESG2013Seeks "high current income, income growth and long-term capital appreciation" in positive ESG companiesCompanies with high growing dividends and positive ESG factorsFund: 1.07%; ETF: 0.60%Contact for info
Mutual Fund,
Separate Accounts, ETF
68
Public U.S. EquityClearbridge Investments2005Large Cap Growth ESG Strategy2003Track Russell 1000 with ESG emphasis - passive long term growthConcentrated large cap growth portfolio managed with a high conviction, low turnover approach - See more at: https://www.clearbridge.com/strategy-selector/institutional-separate-accounts/large-cap-growth.html#sthash.xfVmv1NK.dpufFund: 1.06%Contact for info
Mutual Fund,
Separate Accounts, ETF
69
Public U.S. EquityClearbridge Investments2005Large Cap Value ESG Strategy2004Track Russell 1000 with ESG emphasis - actively managed"Exploits market inefficiencies to identify strong businesses with positive ESG attributes trading at attractive valuations that it can hold for long time periods"Fund: 0.6%Contact for info
Mutual Fund,
Separate Accounts, ETF
70
Public U.S. EquityClearbridge Investments2005Multi Cap Growth ESG Strategy2006Track Russell 3000 with ESG emphasis - long term approachAll cap growth strategy emphasizing high-quality companies with outstanding ESG characteristics. - See more at: https://www.clearbridge.com/strategy-selector/institutional-separate-accounts/multi-cap-growth-esg.html#sthash.JtwRAE99.dpufContact for infoContact for infoSeparate Accounts
71
Public U.S. EquityClearbridge Investments2005Sustainability Leaders Strategy2015Track Russell 3000 with ESG emphasis - long term approach"invests in high-quality companies across market capitalizations with strong or improving environmental, social and governance (ESG) attributes and makes an impact through company engagement."Contact for infoContact for infoSeparate Accounts
72
Public U.S. EquityClearbridge Investments2005ClearBridge All Cap Value ESG Catholic Portfolios2013Track or outperform Russell 3000 with ESG and Catholic Values emphasis"designed for investors seeking long-term growth aligned with Catholic values, focused on large-, mediumand small-company value stocks."Contact for infoContact for infoSeparate Accounts
73
Public U.S. EquityGamco Investors - Gabelli Funds1976Gabelli ESG Fund Class AAA2007"The Fund will seek to achieve its objective by investing substantially all, and in any case, no less than 80% of its assets in common stocks and preferred stocks of companies that meet the Fund’s guidelines for ESG."Positive ESG screens and will not invest in fossil fuels, top 50 defense contracters, tobacco, gambling, or alchohol companies - "The Gabelli ESG Fund seeks to provide capital appreciation while employing certain ESG criteria within a fundamental stock selection process"1.67%$1,000Mutual FundOpen
74
Public U.S. EquityGlenmede Funds2007Responsible ESG US Equity Portfolio2015"Benchmark-agnostic portfolio of large cap stocks, using environmentally sensitive screens and constructed with proprietary multi-factor models"1.00%Contact for info
Mutual Fund, Separate Accounts
75
Public U.S. EquityGlenmede Funds2007Women in Leadership US Equity Portfolio2015" Invests in large cap companies with women in significant roles (at least one of the following): Chairwoman, Board >20% Women, CEO, and/or Women in Management >25%. " - Benchmark: Russell 1000Invests in companies with women representation that meet their proprietary ESG standards1.00%Contact for info
Mutual Fund, Separate Accounts
76
Public U.S. EquityGlenmede Funds2007Quantitative Large-Cap US Equity Portfolio2001"Benchmark-agnostic portfolio of large cap stocks, using environmentally sensitive screens and constructed with proprietary multi-factor models" - Benchmark: Russell 1000Invests in companies that meet proprietary ESG criteriaContact: ~0.9%Contact for infoSeparate Accounts
77
Public U.S. EquityGlenmede Funds2007Quantitative U.S. Large Cap Socially Responsible Equity2001"Benchmark-agnostic portfolio of large cap stocks, using environmentally sensitive screens and constructed with proprietary multi-factor models" - Benchmark: Russell 1000Invests in companies that meet proprietary ESG criteriaContact: ~0.9%Contact for infoSeparate Accounts
78
Public U.S. EquityGreen Century Funds/Captial Management1991Green Century Equity Fund1991Passivelly invests in "stocks of the companies which make up the MSCI KLD 400 Social ex Fossil Fuels Index" NOTE: "longest running sustainability index customized to be fossil fuel free"Fossil Free - ESG metrics important - No investment in producers of GMOs, guns and other civilian weapons, military weapons, nuclear energy, tobacco, alcohol, or gambling1.25%, 0.95% (institutional)
Individual IRA: $1,000; Individual Regular: $2,500; Institutional: $250,000
Mutual Fund
79
Public U.S. EquityGreen Century Funds/Captial Management1991Green Century Balanced Fund1992"actively managed fund comprised of equities and fixed income securities. It typically holds 60% to 75% of its net assets in multi-cap stocks and 25% to 40% in investment grade quality bonds"Fossil Free - ESG metrics important - No investment in producers of GMOs, nuclear energy, nuclear weapons or tobacco1.48%
$1,000 (IRA), $2,500 (non IRA)
Mutual Fund
80
Public U.S. EquityNew Alternatives Fund1982New Alternatives Fund1982"First Mutual Fund for alternative energy investment" - About 66% of assets in renewable power producers, 10% in wind turbine manufacturers, 5% in energy storage, 4% energy conservation, 14% other"We select companies that produce something that benefits our environment, such as alternative energy, recycling, clean air and water, pollution control, energy conservation, natural and organic food. We choose companies with fair labor practices, non-discrimination in hiring policies and environmentally responsible operations."
Class A: 1.07%
Investor Shares: 1.32%
Investor: $3,500
Class A: $2,500*
*Fees less for $25,000+
Mutual Fund
81
Public U.S. EquityParnassus Investments1984Parnassus Fund2015Multicap core strategy - "The Fund's contrarian approach seeks to invest in companies that are currently out of favor with the majority of investors. The Fund strives to outperform the S&P 500 index with a high active share.""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 (ESG) criteria"0.69%$100,000Mutual Fund
82
Public U.S. EquityParnassus Investments1984Parnassus Fund Core Equity2006"The Parnassus Core Equity Fund invests with low turnover and high conviction in approximately 40 holdings""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 (ESG) criteria"0.64%$100,000Mutual Fund
83
Public U.S. EquityParnassus Investments1984Parnassus Endeavor Fund2015"The Fund invests in large-capitalization companies that represent Parnassus' clearest expression of ESG investing: portfolio companies must offer outstanding workplaces, and must not be engaged in the extraction, exploration, production, manufacturing, or refining of fossil fuels.""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 (ESG) criteria"0.72%$100,000Mutual Fund
84
Public U.S. EquityParnassus Investments1984Parnassus Mid-Cap Fund2015"The Fund strives to outperform the Russell Mid Cap Index over the long-run on a risk-adjusted basis with a high active share. ""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 (ESG) criteria"0.75%$100,000Mutual Fund
85
Public U.S. EquityPax World Investments1971Pax Large Cap Fund2016"A core strategy that fully integrates analysis of ESG risks and opportunities and invests in a portfolio of companies we believe have strong prospects and attractive valuations""ESG research is an integral component of the investment process from idea generation to risk management."0.70%$250,000
Mutual Fund, Separate Accounts
86
Public U.S. EquityPax World Investments1971Pax Mid-Cap Fund2016"focused on high quality companies at reasonable prices. The manager emphasizes downside risk management and a disciplined sell process.""ESG research is an integral component of fundamental analysis"0.89%$250,000
Mutual Fund, Separate Accounts
87
Public U.S. EquityPax World Investments1971Pax Small-Cap Fund2016"focused on high quality companies at reasonable prices. The manager emphasizes downside risk management and a disciplined sell process.""ESG research is an integral component of fundamental analysis"0.95%$250,000
Mutual Fund, Separate Accounts
88
Public U.S. EquityPax World Investments1971Pax ESG Beta Quality Fund2007"focuses on U.S. large cap companies’ ESG strength, profitability, earnings quality, risk and valuations""The Fund weights its portfolio toward companies with stronger ESG characteristics, as identified by Pax’s proprietary ESG scoring framework"0.65%$250,000
Mutual Fund, Separate Accounts
89
Public U.S. EquityPax World Investments1971Pax ESG Beta Dividend Fund2016"focuses on U.S. large cap companies’ ESG strength, dividend yield and ability to sustain future dividend payouts""The Fund weights its portfolio toward companies with stronger ESG characteristics, as identified by Pax’s proprietary ESG scoring framework"0.65%$250,000
Mutual Fund, Separate Accounts
90
Public U.S. EquityRiverbridge Partners1987Riverbridge Eco-Leaders2000All cap domestic equityReviews water, air, energy, land, and human health factors.
Focuses on companies that improve efficiency and are sustainable
1.00%$100,000Separate AccountsOpen
91
Public U.S. EquitySKBA Capital Management1989Baywood Socially Responsible Fund2005"seeks to achieve long-term capital growth by investing in undervalued equity securities while meeting our clients’ environmental, social, and governance screening criteria"Uses ESG positive and negative screens developed by SKBA0.89%$100,000Mutual Fund
92
Public U.S. EquitySKBA Capital Management1989Social Responsible Value Strategy2000"the team is committed to the identification of companies that also reflect positive Environmental, Social and/or Governance qualities. Such opportunities may be mispriced and/or may be in the process of reforming ESG policies and procedures that have not yet been fully appreciated by the market." - Benchmark: Morningstar US Large Value Index"By identifying undervalued opportunities where stock prices have overshot true changes in underlying fundamentals, SKBA seeks to generate alpha through disciplined, bottom-up research of ESG factors and company financials."
Tiered: "For accounts up to $25 million: 1.00% on the first $2 million, 0.85% on the next $3 million, 0.50% on the next $20 million. For accounts over $25 million: 0.50% on the first $25 million, 0.35% on the next $25 million, 0.30% on the next $25 million, and 0.25% on the next $25 million. For accounts over $100 million: 0.33% on the first $100 million, 0.25% on the next $50 million, 0.20% on the next $100 million, and 0.15% on the next $100 million. Actual investment advisory fees incurred by clients may vary. "
$100,000Separate Accounts
93
Public U.S. EquityTerra Alpha Investments 2014Contact for Specific Funds2014"We believe that companies with
fundamentally sustainable business
models and superior environmental operating efficiencies will provide their investors with attractive long-term returns."
Contact:
info@terraalphainvestments.com
or 540.252.5289
Contact for info
94
Public U.S. EquityTrillium Asset Management1982Large Cap Core1994"Invests in larger cap stocks that are well-diversified across economic sectors and meet Trillium’s sustainability criteria" - Benchmarked to S&P 500Strong ESG metrics - "Trillium’s ESG research is primarily focused on selecting companies that are meeting positive thresholds of performance for ESG issues, such as strong workplace practices, a demonstrated record of producing safe products for consumers, protecting the environment, fair compensation for employees and executives, and respecting and upholding human rights."0.92% (for fund)$100,000
Separate Accounts, Mutual Fund
95
Public U.S. EquityTrillium Asset Management1982Small/Mid Cap Fund2001"Invests in small/mid cap stocks that are well-diversified across economic sectors and meet Trillium’s sustainability criteria" - Benchmarked to S&P 1000Strong ESG metrics - "Trillium’s ESG research is primarily focused on selecting companies that are meeting positive thresholds of performance for ESG issues, such as strong workplace practices, a demonstrated record of producing safe products for consumers, protecting the environment, fair compensation for employees and executives, and respecting and upholding human rights."0.98% (for fund)$100,000
Separate Accounts, Mutual Fund
96
Public U.S. EquityTrillium Asset Management1982All Cap Core Fund1994"Invests across the range of market capitalizations and economic sectors in companies that meet Trillium’s sustainability criteria" - Benchmarked to S&P 1500Strong ESG metrics - "Trillium’s ESG research is primarily focused on selecting companies that are meeting positive thresholds of performance for ESG issues, such as strong workplace practices, a demonstrated record of producing safe products for consumers, protecting the environment, fair compensation for employees and executives, and respecting and upholding human rights."0.91% (for fund)$100,000
Separate Accounts, Mutual Fund
97
Public U.S. EquityTrillium Asset Management1982Sustainable Opprotunities Strategy2008"Thematic strategy that invests in companies positioned to thrive as we transition to a more sustainable economy (Climate Solutions, Economic Empowerment, and Healthy Living)"Strong ESG metrics - "Trillium’s ESG research is primarily focused on selecting companies that are meeting positive thresholds of performance for ESG issues, such as strong workplace practices, a demonstrated record of producing safe products for consumers, protecting the environment, fair compensation for employees and executives, and respecting and upholding human rights."Contact for infoContact for info
Separate Accounts, Mutual Fund
98
Public U.S. EquityTrillium Asset Management1982Fossil Free Core Strategy2007"Invests across the range of market capitalizations and economic sectors in companies that meet Trillium’s sustainability criteria"Fossil free with ESG metricsContact for infoContact for infoSeparate Account
99
Public U.S. EquityWalden Asset Management1975Walden Equity Fund1999"seeks to construct a diversified portfolio of reasonably valued stocks of high quality companies that meet the Fund’s environmental, social and governance (“ESG”) guidelines."1.00%$100,000Mutual Fund
100
Public U.S. EquityWalden Asset Management1975Walden Midcap Fund2011benchmark Russell Midcap IndexESG Guidelines used in all holdings1.00%$100,000Mutual FundOpen
Loading...