Sustainable Investment Separate Accounts Chart

This chart displays information about the sustainable investment strategies available to separate account clients from US SIF's institutional member firms. This public tool is meant to enable institutional asset owners, family offices and high net worth individuals, and their advisors and consultants, to find separate account managers with expertise in sustainable investment strategies. Viewers can search for separate account managers by asset class and benchmark and review descriptions of each strategy and account minimum requirements. A profile of the firm can be found by clicking on the strategy name. For more details on the environmental, social and corporate governance concerns the manager considers, along with shareholder engagement and proxy voting policies, if applicable, please view the "Screening & Advocacy" tab.

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Showing 85 of 85 strategies


Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
Info
1919 Investment Counsel SRI Core Balanced Balanced US$526.7M 1 million 5% Citigroup 3-month T-bill index, 35% Barclays Intermediate Aggregate Bond Index, 60% S&P 500 Index The SRI Core Balanced strategy reflects the belief that there is a direct correlation between companies that demonstrate an acute awareness of their impact on the society within which they operate and companies that offer attractive long-term investm ... (more) --
1919 Investment Counsel SRI Equity Institutional Equity Large Cap US$526.7M 1 million S & P 500 The SRI Equity Institutional strategy aims to achieve superior long-term appreciation through rigorous stock selection based upon proprietary fundamental analysis combined with a top-down approach to portfolio construction. Our dedicated team of soci ... (more) --
1919 Investment Counsel SRI Fixed Income Institutional Bond (Fixed Income) US$122.5M 1 million Barclays Intermediate Aggregate The SRI Fixed Income Institutional strategy seeks to deliver long-term, consistent, superior returns through active portfolio management while achieving attractive risk/reward ratios. Strategy implementation employs a disciplined investment approach, ... (more) --
1919 Investment Counsel SRI Fossil Free Equity Specialty US$81.4M 0.00 S & P 500 The SRI Fossil Free strategy aims to achieve superior long-term appreciation through rigorous stock selection based upon proprietary fundamental analysis combined with a top-down approach to portfolio construction. Socially responsive investing strat ... (more) --
1919 Investment Counsel SRI Growth Equity Institutional Equity Large Cap US$45M 1 million Russell 1000 Growth The SRI Growth Equity Institutional strategy adheres to a disciplined investment process to identify high quality, well-established companies with superior financial characteristics. Our objective is to outperform the Russell 1000 Growth index over a ... (more) --
1919 Investment Counsel SRI International ADR Equity Institutional International/Global US$67.5M 1 million MSCI EAFE The SRI International ADR Equity Institutional strategy strives to ouperform the total return of the MSCI EAFE index over a full market cycle of 3 to 5 years. The International ADR stock selection process entails both quantitative and fundamental ana ... (more) --

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
Info
1919 Investment Counsel SRI Large Cap Value Equity Institutional Equity Large Cap US$17.5M 1 million Russell 1000 Value The SRI Large Cap Value Equity Institutional strategy seeks to outpace the long-term returns of the Russell 1000 Value index, while adhering to a value-based investment philosophy. The Value Equity portfolio, utilizing investment strategy and ideas g ... (more) --
Access Capital Community Investing Bond (Fixed Income) US$1488.7M $20 million Bloomberg US Securitized Bond Access Capital is a fixed income impact investing strategy that seeks to provide a market rate of return as well as positive social impact through a place-based investment approach. The strategy is committed to improving access to resources and wealt ... (more) Click to open external link in a new window
Calvert Balanced Strategy Balanced US$644.53M 20,000,000 BALANCED COMPOSITE BENCHMARK The Calvert Balanced Strategy is a portfolio of both equity and fixed-income securities that is managed to provide broad diversification. The portfolio’s managers invest in securities issued by companies that meet both rigorous financial standards ... (more) Click to open external link in a new window
Calvert Bond Strategy Bond (Fixed Income) US$832.58M 25,000,000 Barclays Capital US Aggregate Bond The Calvert Core Bond strategy is an intermediate-term bond portfolio that invests primarily in investment-grade bonds. The strategy is one of Calvert’s longest tenured portfolios and has more than 25 years of history that incorporates rigorous fin ... (more) Click to open external link in a new window
Calvert Global Equity Income Strategy International/Global US$35.54M 10,000,000 Russell 1000 Value Index The strategy offers opportunities for high current income and competitive total return through investment primarily in dividend-paying equity securities of domestic and foreign mid- and large-cap companies whose stock the Advisor believes are underva ... (more) Click to open external link in a new window
Calvert Global Value Strategy International/Global US$121.66M 10,000,000 Russell 1000 Value The strategy offers opportunities for long-term growth of capital through investments in domestic and foreign mid- and large-cap equity securities of companies whose stock the Advisor believes are undervalued. In conjunction with financial analysis, ... (more) --

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
Info
Calvert Green Bond Strategy Bond (Fixed Income) US$59.14M 25,000,000 Barclays Capital US Aggregate Bond The strategy uses a relative value strategy, and typically invests at least 80% of its net assets in green bonds of any maturity. Green bonds may include those issued by companies that develop or address environmental solutions, or that support envir ... (more) Click to open external link in a new window
Calvert High Yield Bond Strategy Bond (Fixed Income) US$114.93M 25,000,000 BofA Merrill Lynch U.S. High Yield Master II Index The Calvert High Yield Bond strategy is an intermediate-term bond portfolio that invests primarily in non-investment-grade bonds. The strategy was established in October 2008 and has over 5 years of history. The investment objective is high current i ... (more) Click to open external link in a new window
Calvert Income Strategy Bond (Fixed Income) US$676M 25,000,000 Barclays Capital US Credit The strategy uses a relative value strategy, seeking incremental income, and typically invests at least 65% of its assets in investment-grade debt securities, including bonds issued by U.S. corporations, the U.S. government or its agencies, and U.S. ... (more) Click to open external link in a new window
Calvert International Equity Strategy International/Global US$351.12M 10,000,000 MSCI EAFE Investable Market The strategy invests primarily in stocks of non-U.S. large cap companies whose market capitalization falls within the range of the MSCI EAFE Global Investable Market Index. In conjunction with financial analysis, Calvert's comprehensive responsible i ... (more) --
Calvert Large Cap Core Equity Equity Large Cap US$185.07M 10,000,000 Lipper Large Cap Core Calvert is a responsible investor. We define “Responsible Investing” as an investment process that integrates traditional financial analysis with non-financial Environmental, Social and Governance (ESG) factors seeking to enhance long-term retur ... (more) Click to open external link in a new window
Calvert Short Duration Income Strategy Bond (Fixed Income) US$1518.68M 25,000,000 Barclays 1-5 Year U.S. Credit Index The Calvert Short Duration Income strategy is an short-term bond portfolio that invests primarily in securities with durations from zero to 10 years with an average duration that is typically one to three years. The strategy incorporates rigorous fin ... (more) Click to open external link in a new window

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
Info
Calvert Small Cap Strategy Equity Mid-Small Cap US$242.2M 10,000,000 Russell 2000 The strategy normally invests at least 80% of its assets in small-cap stocks, using fundamental, quantitative and macro-economic research and analyses while integrating the Advisor's proprietary views on environmental, social and governance informati ... (more) Click to open external link in a new window
Calvert Tax-Free Responsible Impact Bond Fund Bond (Fixed Income) US$138.55M 25,000,000 Barclays Municipal Bond Index Under normal conditions, at least 80% of the strategy's income will be exempt from federal income tax. The strategy typically invests at least 65% of its assets in investment grade debt securities, including a variety of tax-exempt obligations, which ... (more) Click to open external link in a new window
Calvert U.S Large Cap Value Responsible Index Strategy Equity Large Cap US$6.63M 50,000,000 Calvert U.S Large Cap Value Responsible Index The strategy employs a passive management strategy designed to track, as closely as possible, the performance of the Calvert U.S. Large Cap Value Responsible Index. The strategy uses a replication index method, investing in the common stock of each c ... (more) Click to open external link in a new window
Calvert U.S. Large Cap Core Responsible Index Strategy Equity Large Cap US$508.15M 50,000,000 Calvert U.S. Large Cap Core Responsible Index Calvert is a responsible investor. We define “Responsible Investing” as an investment process that integrates traditional financial analysis with non-financial Environmental, Social and Governance (ESG) factors seeking to enhance long-term retur ... (more) Click to open external link in a new window
Calvert U.S. Large Cap Growth Responsible Index Strategy Equity Large Cap US$5.71M 50000000 Calvert U.S. Large Cap Growth Responsible Index Calvert believes there is investment value in companies with well-designed ESG practices. The Calvert Principles provide an over-arching framework through which Calvert’s sustainability analysts and investment teams evaluate companies for inclusion ... (more) Click to open external link in a new window
Calvert Ultra-Short Income Strategy Bond (Fixed Income) US$730.46M 25,000,000 Barclays 9-12 Months Short Treasury Index The Calvert Ultra Short Income strategy seeks to provide positive returns under all market conditions and interest rate environments by investing in a portfolio of floating rate and other short-term securities. The strategy invests primarily in secur ... (more) Click to open external link in a new window

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
Info
Calvert Unconstrained Bond Strategy Bond (Fixed Income) US$23.11M 25,000,000 Barclays 1-3 Month U.S. Treasury Bill Index Seeks its objective through a flexible investment process that allocates investments across global markets using various strategies. The Fund invests at least 80% of its assets in bonds of any maturity, and may invest, without limitation, in high-yie ... (more) Click to open external link in a new window
ClearBridge All Cap Value ESG All Cap US$152.28M Retail minimum varies by platform; Institutional minimum is $5 million. Russell 3000 Value The ClearBridge All Cap Value ESG strategy invests primarily in common stocks of companies that the portfolio managers believe are undervalued in the marketplace. The strategy invests in securities of large, well-known companies, but may also invest ... (more) Click to open external link in a new window
ClearBridge Appreciation ESG Equity Large Cap US$472.29M Retail minimum varies by platform; Institutional minimum is $5million S&P 500 Composite Total Return The ClearBridge Appreciation ESG strategy seeks to provide long-term consistent and competitive risk-adjusted returns by balancing upside participation in good markets and trying to limit downside risk in difficult markets. The managers invest in bot ... (more) Click to open external link in a new window
ClearBridge International Growth ADR ESG International/Global US$1865.6M Retail minimum varies by platform; Institutional minimum is $5 million MSCI EAFE Equity The ClearBridge International Growth ADR ESG strategy seeks to achieve long-term growth of capital by investing in American Depositary Receipts (ADRs) of well-managed businesses whose intrinsic value does not appear to be recognized by the markets. T ... (more) Click to open external link in a new window
ClearBridge Large Cap Growth ESG Equity Large Cap US$4235.4M Retail minimum varies by platform; Institutional minimum is $5 million Russell 1000 Growth The ClearBridge Large Cap Growth ESG strategy believes that investing in a portfolio of large capitalization companies that have long-term, consistent earnings growth and unique competitive positions can generate steady capital growth and may help re ... (more) Click to open external link in a new window
ClearBridge Large Cap Value ESG Equity Large Cap US$898.47M Retail minimum varies by platform; Institutional minimum is $5 million Russell 1000 Value The ClearBridge Large Cap Value ESG strategy utilizes an interactive research driven approach to identify companies with strong business franchises and attractive valuations. The strategy integrates ESG factors into the fundamental research and stock ... (more) Click to open external link in a new window

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
Info
ClearBridge Multi Cap Growth ESG All Cap US$289.88M Retail minimum varies by platform; Institutional minimum is $5million Russell 3000 Growth The ClearBridge Multi Cap Growth ESG strategy seeks to achieve long-term capital appreciation through investment in large-, mid-, and small- capitalization stocks that have the potential for above-average long-term earnings and/or cash flow growth. T ... (more) Click to open external link in a new window
First Affirmative Small Cap Equity SRI Folio Equity Mid-Small Cap US$1.7M $50,000 S&P 600 Index The Small Cap SRI Folio is actively managed and concentrated in a small number of stocks, usually 40- 60 domestic U.S. stocks, most of which are in the small capitalization range. The investment objective is to outperform the S&P Small Cap 600 Index ... (more) Click to open external link in a new window
First Affirmative SRI Current Income Balanced US$4.2M $50,000 Combination of: S&P 500 Index and Barclays U.S. Aggregate Bond Index This is intended to provide a high rate of trust-defined income (interest and dividends). This may hold U.S. common stocks, U.S. preferred stocks, American Depository Receipts (ADRs), closed-end mutual funds, open-end Mutual funds, global fixed inco ... (more) Click to open external link in a new window
First Affirmative SRI Equity Income Equity Large Cap US$6.6M $50,000 Russell Mid Cap Value An all-equity strategy managed with the objective of above average dividend income which increases over time. This Model typically consists of 40-60 large and mid-cap U.S. stock holdings. The investment universe begins with stocks in the MSCI KLD ... (more) Click to open external link in a new window
First Affirmative SRI Fixed Income Bond (Fixed Income) US$46M $50,000 Barclays Intermediate Government / Credit Bond Index The SRI Fixed Income fund typically consists of 10-20 taxable fixed income mutual funds. The investment objectives are to provide a competitive level of current income and to manage risk through diversification among different types of fixed income s ... (more) Click to open external link in a new window
First Affirmative SRI Global Diversified Income International/Global US$6.1M $50,000 Combination of: Russell 3000 Index, MSCI EAFE Index, Barclays Intermediate Gov't/Credit Bond Index and 90-day T-Bill This consists of dividend-paying stocks, mutual funds, and exchange-traded funds (ETFs). It is an income-oriented folio that combines into a single portfolio the holdings of three other First Affirmative investment strategies: Equity Income, Fixed In ... (more) Click to open external link in a new window

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
Info
First Affirmative SRI Large Cap Equity Equity Large Cap US$4.7M $50,000 S&P 500 Composite Total Return The Large Cap SRI Folio is actively managed and concentrated in a small number of stocks, usually 50-70 domestic U.S. stocks, most of which are in the large capitalization range. It is actively screened for a number of social and environmental factor ... (more) Click to open external link in a new window
Impax Leaders Strategy International/Global US$1079.1M $25 million MSCI ACWI & FTSE EOAS The Leaders Strategy seeks to achieve sustainable, above market returns over the longer term by investing globally in companies active in the rapidly growing Resource Optimization markets. These markets address a number of long-term macro-economic th ... (more) Click to open external link in a new window
Impax Specialists Strategy International/Global US$1700.9M $25 million MSCI ACWI & FTSE ET100 The Specialists Strategy aims to achieve sustainable returns over the longer term by investing globally in companies active in the growing Resource Optimization markets. These markets address a number of long-term, macro-economic themes: growing popu ... (more) Click to open external link in a new window
Impax Water Strategy International/Global US$1979.1M $25 million MSCI ACWI & FTSE EOWT The Water Strategy seeks to achieve sustainable, above market returns over the longer term by investing globally in companies active in the rapidly growing water value chain. Investments are made in stocks of companies that generate profits by pr ... (more) Click to open external link in a new window
Loring Ward Global Portfolio Series SRI Balanced Balanced US$5.62M -- Blend: S&P500, MSCI EAFE, BofA ML US Trsy/Agcs AAA 1-3Yr Loring Ward’s Socially Responsible Investing (SRI) Global Portfolio Series is designed to meet the needs of investors looking for investments that serve their social and ethical values and beliefs. The SRI portfolios invest in the DFA US Social Cor ... (more) Click to open external link in a new window
Loring Ward Global Portfolio Series SRI Capital Appreciation Balanced US$3.48M -- Blend: S&P500, MSCI EAFE, BofA ML US Trsy/Agcs AAA 1-3Yr Loring Ward's Socially Responsible Investing (SRI) Global Portfolio Series is designed to meet the needs of investors looking for investments that serve their values and beliefs. The SRI portfolios invest in the DFA US Social Core Equity 2 fund, DFA ... (more) Click to open external link in a new window

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
Info
Loring Ward Global Portfolio Series SRI Conservative Balanced US$2.94M -- Blend: S&P500, MSCI EAFE, BofA ML US Trsy/Agcs AAA 1-3Yr Loring Ward's Socially Responsible Investing (SRI) Global Portfolio Series is designed to meet the needs of investors looking for investments that serve theri values and beliefs. The SRI portfolios invest in the DFA US Equity fund, DFA International ... (more) Click to open external link in a new window
Loring Ward Global Portfolio Series SRI Defensive Balanced US$1.87M -- Blend: S&P500, MSCI EAFE, BofA ML US Trsy/Agcs AAA 1-3Yr Loring Ward’s Socially Responsible Investing (SRI) Global Portfolio Series is designed to meet the needs of investors looking for investments that serve their values and beliefs. The SRI portfolios invest in the DFA US Social Core Equity 2 fund, DF ... (more) Click to open external link in a new window
Loring Ward Global Portfolio Series SRI Equity Balanced US$2.46M -- Blend: S&P500, MSCI EAFE, BofA ML US Trsy/Agcs AAA 1-3Yr Loring Ward’s Socially Responsible Investing (SRI) Global Portfolio Series is designed to meet the needs of investors looking for investments that serve their values and beliefs. The SRI portfolios invest in the DFA US Social Core Equity 2 fund, DF ... (more) Click to open external link in a new window
Loring Ward Global Portfolio Series SRI Moderate Balanced US$10.56M -- Blend: S&P500, MSCI EAFE, BofA ML US Trsy/Agcs AAA 1-3Yr Loring Ward’s Socially Responsible Investing (SRI) Global Portfolio Series is designed to meet the needs of investors looking for investments that serve their values and beliefs. The SRI portfolios invest in the DFA US Social Core Equity 2 fund, DF ... (more) Click to open external link in a new window
Loring Ward Global Portfolio Series SRI Moderate Growth Balanced US$2.72M -- Blend: S&P500, MSCI EAFE, BofA ML US Trsy/Agcs AAA 1-3Yr Loring Ward’s Socially Responsible Investing (SRI) Global Portfolio Series is designed to meet the needs of investors looking for investments that serve their values and beliefs. The SRI portfolios invest in the DFA US Social Core Equity 2 fund, DF ... (more) Click to open external link in a new window
Loring Ward Global Portfolio Series Sustainability Balanced Balanced US$1.53M -- Blend: S&P500, MSCI EAFE, BofA ML US Trsy/Agcs AAA 1-3Yr Loring Ward’s Sustainability Investing Global Portfolio Series is designed to meet the needs of investors looking for investments that serve their values and beliefs. The Sustainability portfolios invest in the DFA US Sustainability Core 1 fund and ... (more) Click to open external link in a new window

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
Info
Loring Ward Global Portfolio Series Sustainability Capital Appreciation Balanced US$1.01M -- Blend: S&P500, MSCI EAFE, BofA ML US Trsy/Agcs AAA 1-3Yr Loring Ward’s Sustainability Investing Global Portfolio Series is designed to meet the needs of investors looking for investments that serve their values and beliefs. The Sustainability portfolios invest in the DFA US Sustainability Core 1 fund and ... (more) Click to open external link in a new window
Loring Ward Global Portfolio Series Sustainability Conservative Balanced US$1.07M -- Blend: S&P500, MSCI EAFE, BofA ML US Trsy/Agcs AAA 1-3Yr Loring Ward’s Sustainability Investing Global Portfolio Series is designed to meet the needs of investors looking for investments that serve their values and beliefs. The Sustainability portfolios invest in the DFA US Sustainability Core 1 fund and ... (more) Click to open external link in a new window
Loring Ward Global Portfolio Series Sustainability Defensive Balanced US$0M -- Blend: S&P500, MSCI EAFE, BofA ML US Trsy/Agcs AAA 1-3Yr Loring Ward’s Sustainability Investing Global Portfolio Series is designed to meet the needs of investors looking for investments that serve their values and beliefs. The Sustainability portfolios invest in the DFA US Sustainability Core 1 fund and ... (more) Click to open external link in a new window
Loring Ward Global Portfolio Series Sustainability Equity Balanced US$0.05M -- Blend: S&P500, MSCI EAFE, BofA ML US Trsy/Agcs AAA 1-3Yr Loring Ward’s Sustainability Investing Global Portfolio Series is designed to meet the needs of investors looking for investments that serve their values and beliefs. The Sustainability portfolios invest in the DFA US Sustainability Core 1 fund and ... (more) Click to open external link in a new window
Loring Ward Global Portfolio Series Sustainability Moderate Balanced US$7.93M -- Blend: S&P500, MSCI EAFE, BofA ML US Trsy/Agcs AAA 1-3Yr Loring Ward’s Sustainability Investing Global Portfolio Series is designed to meet the needs of investors looking for investments that serve their values and beliefs. The Sustainability portfolios invest in the DFA US Sustainability Core 1 fund and ... (more) Click to open external link in a new window
Loring Ward Global Portfolio Series Sustainability Moderate Growth Balanced US$3.67M -- Blend: S&P500, MSCI EAFE, BofA ML US Trsy/Agcs AAA 1-3Yr Loring Ward’s Sustainability Investing Global Portfolio Series is designed to meet the needs of investors looking for investments that serve their values and beliefs. The Sustainability portfolios invest in the DFA US Sustainability Core 1 fund and ... (more) Click to open external link in a new window

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
Info
Neuberger Berman Socially Responsive Investing (NB SRI) Equity Large Cap US$3M $1 million S&P 500 Composite Total Return The Neuberger Berman Socially Responsive Investing strategy (NB SRI) employs a bottom-up, research driven, valuation sensitive approach to stock selection, with a long-term perspective that reflects the environmental, social and governance (ESG) prio ... (more) Click to open external link in a new window
NorthStar Asset Management All Cap Balanced US$600M $5 million Combination of: S&P 500, EAFE Index, Treasury Bill 90 Day, Bloomberg EFFAS Bond Indices U.S. Gov 1-5 Year Total Return NorthStar’s mission is to provide the most integrative approach to portfolio management available today. Wealth management begins with an analysis of the social, ecological, and political problems of our time and with deep conversations with our cl ... (more) Click to open external link in a new window
Parnassus Core Equity Equity Large Cap US$9769.65M $25 million S&P 500 Composite Total Return The Parnassus Core Equity strategy is a fundamental, U.S., large-cap, core equity strategy. The strategy invests principally in undervalued equity securities of large-capitalization companies. At least 65% of the portfolio’s total assets will be in ... (more) Click to open external link in a new window
Parnassus Core Fixed Income Bond (Fixed Income) US$185.56M $25 million Barclays Capital US Credit The investment strategy of the Parnassus Core Fixed Income strategy is U.S., fixed income, intermediate, and investment-grade. The Parnassus Core Fixed Income strategy invests principally in investment-grade debt securities which may include U.S. gov ... (more) --
Parnassus Mid Cap Equity Equity Mid-Small Cap US$259.52M $25 million Russell Midcap Index The Parnassus Mid Cap Equity strategy is a fundamental, U.S., mid-cap, core equity strategy. The strategy invests principally in undervalued equity securities of medium-capitalization companies between $3 billion and $20 billion at the time of initia ... (more) --
Parnassus Mid Cap Growth Equity Equity Mid-Small Cap US$0M $25 million Russell Mid Cap Growth The Parnassus Mid Cap Growth Equity strategy is a fundamental, U.S., mid-cap growth equity strategy. The strategy seeks to invest in increasingly relevant U.S. mid cap companies with long-term competitive advantages, quality management teams and posi ... (more) --

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
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Parnassus Value Equity Equity Equity Large Cap US$551.54M $25 million Russell 1000 Value Index The Parnassus Value Equity Strategy is a core large cap value portfolio with a quality bias. This high-conviction portfolio aims to identify good companies with: • Wide moats or strong competitive advantages that protect market share and profitabi ... (more) --
Redwood US Large Cap Sustainable Investing Equity Equity Large Cap US$284M $1 million Russell 1000 The Redwood Large Cap Sustainable Investing strategy utilizes a fundamentally driven process to invest in high quality, attractively valued “Blue Chip” domestic stocks that are also attentive to Environmental Social and Governance factors. Stock ... (more) Click to open external link in a new window
Redwood US Small Cap Growth Sustainable Investing Equity Equity Mid-Small Cap US$10M $1 million Russell 2000 Growth The Redwood Small Cap Growth Sustainable Investing strategy utilizes a fundamentally driven process to invest in domestic growth stocks reporting earnings results that exceed investor expectations trading at attractive valuations. Stocks held in the ... (more) Click to open external link in a new window
Riverwater ESG Large Value Equity Large Cap US$13.35M $1M Russell 1000 Value Index The Riverwater ESG Large Value Strategy seeks to provide attractive risk-adjusted returns versus its benchmark, the Russell 1000 Value Index. The Riverwater ESG Large Value Strategy holds 20-35 dividend paying large cap companies generally greater t ... (more) Click to open external link in a new window
Riverwater ESG Micro Opportunities Equity Mid-Small Cap US$9.3M $1M Russell 2000
The Riverwater ESG Micro Opportunities Strategy seeks to provide attractive risk-adjusted returns versus its benchmark, the Russell 2000 Index. The Riverwater ESG Micro Opportunities Strategy holds 25-40 micro cap companies with market caps under ... (more)
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Riverwater ESG SMID Value Equity Mid-Small Cap US$26.3M $1M Russell 2500 Value Index The Riverwater ESG SMID Value Strategy seeks to provide attractive risk-adjusted returns versus its benchmark, the Russell 2500 Value Index. The Riverwater ESG SMID Value Strategy holds 20-35 small and mid-sized companies generally between a range of ... (more) Click to open external link in a new window

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
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Sage Global Equity ESG Strategy International/Global US$0M 250k 60% S&P 500 / 40% MSCI ACWI Ex US Actively managed global equity mandate that will invest across domestic and international equity market segments through ETFs that qualify based on Sage’s due diligence process which incorporates both investment and ESG specific factors. Click to open external link in a new window
Sage Tax-Sensitive Fixed Income ESG Bond (Fixed Income) US$0M 250k Bloomberg Barclays Municipal Index The Sage Tax-Exempt Fixed Income ESG Strategy is an actively managed tax-sensitive fixed income mandate that incorporates a top-down investment approach. The strategy will primarily invest in investment grade municipal bonds that display strong fund ... (more) Click to open external link in a new window
Sage Taxable Fixed Income ESG Bond (Fixed Income) US$0M 250k Barclay's Intermediate Corporate Index The Sage Taxable Fixed Income ESG strategy is an actively managed taxable fixed income mandate that incorporates a top-down investment approach. The strategy primarily invest in investment grade corporate bonds that display strong fundamentals and p ... (more) Click to open external link in a new window
TIAA-CREF Social Choice Equity Equity Specialty US$1M $50 million Russell 3000 The TIAA-CREF Social Choice Equity Strategy’s underlying philosophy is to offer competitive returns through an investment portfolio that takes companies’ environmental, social, and governance (ESG) records explicitly into account during portfolio ... (more) Click to open external link in a new window
TIAA-CREF Social Choice Fixed Income Bond (Fixed Income) US$94M $50 million Barclays Capital US Aggregate Bond The TIAA-CREF Social Choice Bond Fixed Income Strategy reflects TIAA-CREF’s historical commitment to responsible investing. We believe our approach embodies our clients’ values and is consistent with our nonprofit heritage. The TIAA-CREF Social C ... (more) Click to open external link in a new window
Trillium All Cap Core All Cap US$377M $2 million direct, $100,000 advisor S&P 1500 All Cap Core seeks to provide long-term competitive returns by investing across the range of market capitalizations and economic sectors in companies that meet Trillium’s sustainability criteria. The strategy employs fundamental equity analysis tha ... (more) Click to open external link in a new window

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
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Trillium Fossil Fuel Free Core All Cap US$211M $2 million direct, $100,000 advisor S&P 1500 This strategy invests across the range of market capitalizations and economic sectors in companies that meet Trillium’s sustainability criteria. This strategy has no direct exposure to fossil fuels. Click to open external link in a new window
Trillium Growth and Income Equity Large Cap US$51M $2 million direct, $250,000 advisor S&P 500 Composite Total Return Growth and Income seeks to provide long-term competitive returns by investing in large capitalization stocks that are well-diversified across economic sectors, have higher dividend yields, and meet Trillium’s sustainability criteria. It targets hi ... (more) Click to open external link in a new window
Trillium Large Cap Core Equity Large Cap US$375M $2 million direct, $100,000 advisor S&P 500 Composite Total Return Large Cap Core seeks to provide long-term competitive returns by investing in large capitalization stocks that are well-diversified across economic sectors and meet Trillium’s sustainability criteria. The strategy employs fundamental equity analysi ... (more) Click to open external link in a new window
Trillium Small/Mid Cap Core Equity Mid-Small Cap US$101M $2 million direct, $100,000 advisor S&P 1000 Small/Mid Cap Core seeks to provide long-term competitive returns by investing in small and medium cap companies that are well-diversified across economic sectors and meet Trillium’s sustainability criteria. The strategy employs fundamental equity ... (more) Click to open external link in a new window
Trillium Sustainable Opportunities All Cap US$209M $2 million direct, $100,000 advisor S&P 1500 Sustainable Opportunities is a high-conviction, higher-tracking error sustainability-themed investment strategy that seeks to provide long-term investment growth by investing in companies positioned to thrive as we transition to a more sustainable ec ... (more) Click to open external link in a new window
Walden Balanced Balanced US$1291M $5 million Blend: 60% S&P 500 - 40% BC Aggregate The Walden Balanced strategy is an actively managed, broadly diversified strategy investing in reasonably valued, higher quality equities and fixed income securities. The strategy’s objective is to generate competitive returns with less risk than t ... (more) --

Investment Strategy
Strategy Type AUM
(US$ millions)
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Minimum
Benchmark UsedDescriptionMore
Info
Walden Core Equity Equity Large Cap US$547M $5 million S&P 500 Composite Total Return The Walden Core Equity strategy is an actively managed, broadly diversified strategy investing in reasonably valued stocks of higher quality, large capitalization companies with sustainable business models. The strategy’s objective is to generate c ... (more) --
Walden Fossil Fuel Free Strategies -- US$408M $5 million -- The Walden Fossil Fuel Free Balanced and Equity strategies seek to provide investors competitive returns with less than market risk over full market cycles by investing in reasonably valued securities of high quality companies with sustainable busine ... (more) --
Walden International Equity International/Global US$0M $25 million MSCI World ex USA The Walden International Equity strategy seeks long-term capital growth through an actively managed portfolio of equities of international companies. The investment process focuses on security selection and portfolio construction. Drawing from a univ ... (more) --
Walden Mid Cap Equity Equity Mid-Small Cap US$192M $5 million Russell Midcap The Walden Mid Cap Equity strategy is an actively managed, broadly diversified strategy investing in reasonably valued stocks of higher quality, middle capitalization companies with sustainable business models. The strategy’s objective is to genera ... (more) --
Walden Small Cap Equity Equity Mid-Small Cap US$1854M $5 million Russell 2000 The Walden Small Cap strategy is an actively managed, broadly diversified strategy investing in reasonably valued stocks of higher quality, small capitalization companies with sustainable business models. The strategy’s objectives are to generate c ... (more) --
Walden SMID Cap Equity Equity Mid-Small Cap US$462M $5 million Russell 2500 The Walden SMID Cap Equity strategy is an actively managed, broadly diversified strategy investing in reasonably valued stocks of higher quality, small-mid capitalization companies with sustainable business models. The strategy’s objectives are to ... (more) --

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
Info
Walden Value Equity Equity Large Cap US$86M $5 million Russell 1000 Value The Walden Value Equity strategy is an actively managed, broadly diversified strategy investing in attractively valued stocks of higher quality companies with sustainable business models. The strategy’s objective is to generate competitive returns ... (more) --

KEY:
X No Investment: Excludes investments engaged in this activity
P Positive Investment: Seeks investments with positive impact in this area
R Restricted/exclusionary Investment: Seeks to avoid poorer performers in this area
C Combination of Positive and Restricted/exclusionary strategies
-- Does not apply this issue in investment analysis or portfolio selection
* Has a formal policy restricting investment in fossil fuels
Investment Strategy - Click name for background on the company, along with contact information and strategy profile
All information below is self-reported by each fund or manager. This information has not been reviewed or approved by US SIF staff, and thus we cannot guarantee its accuracy.
Environment Social Governance Products Other Shareholder Engagement Proxy Voting
Climate/Clean Technology Pollution/Toxics Environment Community Development Diversity & EEO Human Rights Labor Relations Conflict Risk Board Issues Executive Pay Alcohol Animal Welfare Defense/Weapons Gambling Tobacco
1919 Investment Counsel SRI Core BalancedCRCCCCCRCCRRRRR Other/qualitative criteria Shareholder engagement Proxy voting
1919 Investment Counsel SRI Equity InstitutionalCRCCCCCRCCRRRRR Other/qualitative criteria Shareholder engagement Proxy voting
1919 Investment Counsel SRI Fixed Income InstitutionalCRCCCCCRCCRRRRR Other/qualitative criteria Shareholder engagement Proxy voting
1919 Investment Counsel SRI Fossil FreeC *RCCCCCRCCRRRRR Other/qualitative criteria Shareholder engagement Proxy voting
1919 Investment Counsel SRI Growth Equity InstitutionalCRCCCCCRCCRRRRR Other/qualitative criteria Shareholder engagement Proxy voting
1919 Investment Counsel SRI International ADR Equity InstitutionalCRCCCCCRCCRRRRR Other/qualitative criteria Shareholder engagement Proxy voting
1919 Investment Counsel SRI Large Cap Value Equity InstitutionalCRCCCCCRCCRRRRR Other/qualitative criteria Shareholder engagement Proxy voting
Access Capital Community InvestingP *--PP--XXX----XXXXX Other/qualitative criteria -- --
Calvert Balanced StrategyCCCPCCCXCCC--CRR Other/qualitative criteria Shareholder engagement Proxy voting
Calvert Bond StrategyC *CCPCCCXCCCCCRR Other/qualitative criteria Shareholder engagement Proxy voting
Calvert Global Equity Income StrategyCCCPCCCXCCC--CRR Other/qualitative criteria Shareholder engagement Proxy voting
Calvert Global Value StrategyCCCPCCCXCCC--CRR Other/qualitative criteria Shareholder engagement Proxy voting
Calvert Green Bond StrategyCCCPCCCXCCCCCRR Other/qualitative criteria Shareholder engagement Proxy voting
Investment Strategy - Click name for background on the company, along with contact information and strategy profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Labor Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement Proxy Voting
Calvert High Yield Bond StrategyCCCPCCCXCCC--CRR Other/qualitative criteria Shareholder engagement Proxy voting
Calvert Income StrategyCCCPCCCXCCC--CRR Other/qualitative criteria Shareholder engagement Proxy voting
Calvert International Equity StrategyCCCPCCCXCCC--CRR Other/qualitative criteria Shareholder engagement Proxy voting
Calvert Large Cap Core EquityCCCPCCCXCCCCCRR Other/qualitative criteria Shareholder engagement Proxy voting
Calvert Short Duration Income StrategyCCCCCCCXCCC--CRR Other/qualitative criteria Shareholder engagement Proxy voting
Calvert Small Cap StrategyCCCPCCCXCCC--CRR Other/qualitative criteria Shareholder engagement Proxy voting
Calvert Tax-Free Responsible Impact Bond FundCCCPCCCXCCC--CRR Other/qualitative criteria Shareholder engagement Proxy voting
Calvert U.S Large Cap Value Responsible Index StrategyCCCPCCCXCCC--CRR Other/qualitative criteria Shareholder engagement Proxy voting
Calvert U.S. Large Cap Core Responsible Index StrategyCCCPCCCXCCC--CRR Other/qualitative criteria Shareholder engagement Proxy voting
Calvert U.S. Large Cap Growth Responsible Index StrategyCCCPCCCXCCC--CRR Other/qualitative criteria Shareholder engagement Proxy voting
Calvert Ultra-Short Income StrategyCCCPCCCXCCC--CRR Other/qualitative criteria Shareholder engagement Proxy voting
Calvert Unconstrained Bond StrategyCCCPCCCXCCC--CRR Other/qualitative criteria Shareholder engagement Proxy voting
ClearBridge All Cap Value ESGPPPPPPPRPCRPRRR Other/qualitative criteria Shareholder engagement Proxy voting
ClearBridge Appreciation ESGPCCPPPPRPCRPRRR Other/qualitative criteria Shareholder engagement Proxy voting
Investment Strategy - Click name for background on the company, along with contact information and strategy profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Labor Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement Proxy Voting
ClearBridge International Growth ADR ESGPPPPPPPRPCRPRRR Other/qualitative criteria Shareholder engagement Proxy voting
ClearBridge Large Cap Growth ESGPPPPPPPRPCRRRRR Other/qualitative criteria Shareholder engagement Proxy voting
ClearBridge Large Cap Value ESGPPPPPPPRPCRPRRR Other/qualitative criteria Shareholder engagement Proxy voting
ClearBridge Multi Cap Growth ESGP *CCCCPPRPCRPRRR Other/qualitative criteria Shareholder engagement Proxy voting
First Affirmative Small Cap Equity SRI FolioCCCCCCCCCCXCXXX Other/qualitative criteria Shareholder engagement Proxy voting
First Affirmative SRI Current IncomeCCCCCCCCCCXCXXX Other/qualitative criteria Shareholder engagement Proxy voting
First Affirmative SRI Equity IncomeCCCCCCCCCCXCXXX Other/qualitative criteria Shareholder engagement Proxy voting
First Affirmative SRI Fixed IncomeCCCC--CCCCCXCXXX -- -- --
First Affirmative SRI Global Diversified IncomeCCCCCCCCCCXCXXX -- -- --
First Affirmative SRI Large Cap EquityCCCCCCCCCCXCXXX Other/qualitative criteria Shareholder engagement Proxy voting
Impax Leaders StrategyP *PPPPPPXPPXPXXX Other/qualitative criteria Shareholder engagement Proxy voting
Impax Specialists StrategyP *PPPPPPXPPXPXXX Other/qualitative criteria Shareholder engagement Proxy voting
Impax Water StrategyP *PPPPPPXPPXPXXX Other/qualitative criteria Shareholder engagement Proxy voting
Loring Ward Global Portfolio Series SRI Balanced----------RRR----R--RR-- Other/qualitative criteria -- --
Investment Strategy - Click name for background on the company, along with contact information and strategy profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Labor Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement Proxy Voting
Loring Ward Global Portfolio Series SRI Capital Appreciation----------RRR----R--RR-- Other/qualitative criteria -- --
Loring Ward Global Portfolio Series SRI Conservative----------RRR----R--RR-- Other/qualitative criteria -- --
Loring Ward Global Portfolio Series SRI Defensive----------RRR----R--RR-- Other/qualitative criteria -- --
Loring Ward Global Portfolio Series SRI Equity----------RRR----R--RR-- Other/qualitative criteria -- --
Loring Ward Global Portfolio Series SRI Moderate----------RRR----R--RR-- Other/qualitative criteria -- --
Loring Ward Global Portfolio Series SRI Moderate Growth----------RRR----R--RR-- Other/qualitative criteria -- --
Loring Ward Global Portfolio Series Sustainability BalancedPPP------------------------ -- -- --
Loring Ward Global Portfolio Series Sustainability Capital AppreciationPPP------------------------ -- -- --
Loring Ward Global Portfolio Series Sustainability ConservativePPP------------------------ -- -- --
Loring Ward Global Portfolio Series Sustainability DefensivePPP------------------------ -- -- --
Loring Ward Global Portfolio Series Sustainability EquityPPP------------------------ -- -- --
Loring Ward Global Portfolio Series Sustainability ModeratePPP------------------------ -- -- --
Loring Ward Global Portfolio Series Sustainability Moderate GrowthPPP------------------------ -- -- --
Neuberger Berman Socially Responsive Investing (NB SRI)CCCPPPPXPCX--XXX Other/qualitative criteria Shareholder engagement Proxy voting
Investment Strategy - Click name for background on the company, along with contact information and strategy profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Labor Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement Proxy Voting
NorthStar Asset Management All CapP *RPPPPPXCCR--XXX Other/qualitative criteria Shareholder engagement Proxy voting
Parnassus Core EquityPPPPPPPRPPRPRRR -- Shareholder engagement Proxy voting
Parnassus Core Fixed IncomeP *PPPPPPRPPRRRRR -- Shareholder engagement Proxy voting
Parnassus Mid Cap EquityPPPPPPPRPPRRRR-- -- Shareholder engagement Proxy voting
Parnassus Mid Cap Growth EquityPPPPPPPRPPRPRRR -- Shareholder engagement Proxy voting
Parnassus Value Equity EquityP *PPPPPPRPPRPRRR -- Shareholder engagement Proxy voting
Redwood US Large Cap Sustainable Investing EquityCCCCCCCCCCC--CCC Other/qualitative criteria Shareholder engagement Proxy voting
Redwood US Small Cap Growth Sustainable Investing EquityCC--CC--CXCCC--C--C Other/qualitative criteria Shareholder engagement Proxy voting
Riverwater ESG Large ValuePCCPPCCCCCX--XXX -- Shareholder engagement Proxy voting
Riverwater ESG Micro OpportunitiesPCCPPCCCCCX--XXX -- Shareholder engagement Proxy voting
Riverwater ESG SMID ValuePCCPPCCCCCX--XXX -- Shareholder engagement Proxy voting
Sage Global Equity ESG StrategyCCCCCCCXCCCCCCC Other/qualitative criteria Shareholder engagement --
Sage Tax-Sensitive Fixed Income ESGPCCPCCCXCCRXRRX Other/qualitative criteria Shareholder engagement --
Sage Taxable Fixed Income ESGPCCPCCCXCCCXCCC Other/qualitative criteria Shareholder engagement --
Investment Strategy - Click name for background on the company, along with contact information and strategy profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Labor Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement Proxy Voting
TIAA-CREF Social Choice EquityPPPPPPPXPPR--RRR Other/qualitative criteria Shareholder engagement Proxy voting
TIAA-CREF Social Choice Fixed IncomePPPPPPPXPPR--RRR Other/qualitative criteria Shareholder engagement Proxy voting
Trillium All Cap CoreCRC--CCCRCCRCRRR Other/qualitative criteria Shareholder engagement Proxy voting
Trillium Fossil Fuel Free CoreRRRCCCCCCC--CRRR Other/qualitative criteria Shareholder engagement Proxy voting
Trillium Growth and IncomeCRC--CCCRCCRCRRR Other/qualitative criteria Shareholder engagement Proxy voting
Trillium Large Cap CoreCRC--CCCRCCRCRRR Other/qualitative criteria Shareholder engagement Proxy voting
Trillium Small/Mid Cap CoreCRC--CCCRCCRCRRR Other/qualitative criteria Shareholder engagement Proxy voting
Trillium Sustainable OpportunitiesC *RC--CCCRCCRCRRR Other/qualitative criteria Shareholder engagement Proxy voting
Walden BalancedCCCCCCCCCCRCRRR -- Shareholder engagement Proxy voting
Walden Core EquityCCCCCCCCCCRCRRR -- Shareholder engagement Proxy voting
Walden Fossil Fuel Free StrategiesC *CCCCCCCCCRCRRR -- Shareholder engagement Proxy voting
Walden International Equity------------------------------ -- -- --
Walden Mid Cap EquityCCCCCCCCCCRCRRR -- Shareholder engagement Proxy voting
Walden Small Cap EquityCC--CCCCCCCRCRRR -- Shareholder engagement Proxy voting
Investment Strategy - Click name for background on the company, along with contact information and strategy profile Climate/Clean Technology Pollution/Toxics Environment Community Development Employer Equality Human Rights Labor Labor Board Issues Executive Pay Alcohol Animal Rights Defense Gambling Tobacco Other/Qualitative Shareholder Engagement Proxy Voting
Walden SMID Cap EquityCCCCCCCCCCRCRRR -- Shareholder engagement Proxy voting
Walden Value EquityCCCCCCCCCCRCRRR -- Shareholder engagement Proxy voting