Separate Account Managers in Sustainable and Responsible Investing

This chart displays information about the sustainable and responsible investment (SRI) 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 and responsible 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 119 of 119 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$889.81M $20 million Barclays Capital US Securitzed Index • Impact investing that provides the double-bottom line benefit of aiding underserved communities while seeking to earn a market rate of return through the support of low- and moderate-income home buyers, affordable rental housing units, small bu ... (more) Click to open external link in a new window
Appleseed All Cap Fossil Fuel Free International/Global US$0.01M -- MSCI World This global All-Cap Value investment strategy will invest across a range of companies which meeting our environmental, social, and governance (ESG) criteria. This strategy will not have direct exposure to fossil fuels Click to open external link in a new window
BMO Socially Responsible Investing (SRI) Strategy Equity Large Cap US$31M 500,000 S&P 500 Composite Total Return The Socially Responsible Index (SRI) Portfolio is a custom solution based on our clients’ investment goals and unique social preferences. The Investment Team combines a passively managed index portfolio with active SRI driven exclusions and the abi ... (more) --
Boston Common All Country International Equity Strategy International/Global US$68M $10M Co-mingled vehicle available upon request. ACWIxUS The Boston Common All Country International Equity Strategy seeks to preserve and build capital over the long-term through investing in a diversified portfolio of companies it believes are high quality from an environmental, social and governance (' ... (more) Click to open external link in a new window
Boston Common Catholic International Strategy International/Global US$288M $10M Co-mingled vehicle available upon request MSCI EAFE Equity The Boston Common’s Catholic International Equity strategy offers investors global diversification while remaining true to their social mission. Managed according to our comprehensive social ESG criteria as well as screens based on the U.S. Confere ... (more) Click to open external link in a new window

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
Info
Boston Common Emerging Markets Strategy International/Global US$1M $10M Co-mingled vehicle available upon request. MSCI Emerging Markets Equity The Boston Common Emerging Markets strategy seeks to preserve and build capital by investing in a diversified portfolio of non-US stocks in Emerging Markets it believes are high quality from an environmental, social and governance ('ESG') perspective ... (more) Click to open external link in a new window
Breckinridge Intermediate Sustainable Government Credit Strategy Bond (Fixed Income) US$704M $500,000 Barclays Intermediate Government Credit Index Breckinridge’s Intermediate Sustainable Government Credit Strategy is ideal for investors who are interested in emphasizing environmental, social and governance (ESG) criteria. Employing an intermediate term maturity structure, this strategy is des ... (more) Click to open external link in a new window
Breckinridge Intermediate Tax-Efficient Sustainable Strategy Bond (Fixed Income) US$336M $500,000 Barclays 1-10 Year Municipal Blend Index Breckinridge’s Intermediate Tax-Efficient Sustainable Strategy is designed for taxable investors who are interested in emphasizing environmental, social and governance (ESG) criteria. Employing an intermediate term maturity structure, this strategy ... (more) Click to open external link in a new window
Brown Advisory Large-Cap Sustainable Growth Strategy Equity Large Cap US$298M Typically $5 million Russell 1000® Growth Index The Brown Advisory Large-Cap Sustainable Growth Strategy seeks competitive risk-adjusted returns over a full market cycle through a concentrated portfolio of companies that we believe offer durable growth potential, sustainable competitive advantages ... (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

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
Info
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) --
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 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

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
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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
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

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
Info
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
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
Clean Yield All Cap All Cap US$235M $1 million We do not benchmark. Performance is measured against the client's investment objectives. Fundamental and Technical: We use fundamental analysis to determine a stock’s intrinsic value. We seek undervalued stocks that we expect to outperform the market over the long term. We use technical analysis—the interplay of stock price and ... (more) Click to open external link in a new window
ClearBridge All Cap Value ESG All Cap US$66.9M 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$211.8M 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$75.3M 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

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
Info
ClearBridge Large Cap Growth ESG Equity Large Cap US$471M 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$73.6M 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
ClearBridge Multi Cap Growth ESG All Cap US$492.1M 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
Community Capital Management Intermediate Fixed Income Composite Bond (Fixed Income) US$1768.4M $10 million Barclays Capital US Aggregate Bond Community Capital’s Intermediate Fixed Income Separate Account Strategy (“Intermediate Fixed Income Composite”) is managed against the Barclays U.S. Aggregate Bond Index. The strategy is an actively managed portfolio of fixed income investment ... (more) Click to open external link in a new window
Dana Catholic Socially Responsible Equity All Cap US$113M $1 million S&P 500 Composite Total Return The Dana Socially Responsible Equity strategy is an all-cap, domestic equity strategy benchmarked against the S&P 500. Social screening follows the USCCB guidelines. This product is invested using Dana’s sector-neutral, relative-value process. Elig ... (more) Click to open external link in a new window
Dana Socially Responsible Equity All Cap US$313M $1 million S&P 500 Composite Total Return The Dana Socially Responsible Equity strategy is an all-cap, domestic equity strategy benchmarked against the S&P 500. This product is invested using Dana's sector-neutral, relative-value process. Eligible securities are first screened against a list ... (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 Equity Income Equity Large Cap US$5.8M $50,000 Russell Mid Cap Value The SRI Equity Income Folio is an actively managed portfolio of 40-50 large and mid-cap domestic stocks, and seeks to provide above-average dividend income. The Folio features strategic asset allocation, ongoing analysis of both the financial and ext ... (more) Click to open external link in a new window
First Affirmative SRI Fixed Income Bond (Fixed Income) US$38.8M $50,000 Barclays Intermediate Government / Credit Bond Index The SRI Fixed Income Folio typically consists of 10-12 taxable fixed income mutual funds. The Folio’s investment objectives are to provide a competitive level of current income and to manage risk through diversification among different types of fix ... (more) Click to open external link in a new window
First Affirmative SRI Global Diversified Income International/Global US$5.5M $50,000 Combination of: Russell 3000 Index, MSCI EAFE Index, Barclays Intermediate Gov't/Credit Bond Index and 90-day T-Bill The SRI Global Diversified Income Folio 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 ... (more) Click to open external link in a new window
First Affirmative SRI High Current Income Balanced US$2.5M $50,000 Combination of: S&P 500 Index and Barclays U.S. Aggregate Bond Index The SRI High Current Income Folio seeks to provide a high rate of trust-defined income (interest and dividends). The folio invests in U.S. common and preferred stocks, American Depository Receipts (ADRs), closed-end and open-end mutual funds, global ... (more) Click to open external link in a new window
First Affirmative SRI Large Cap Equity Equity Large Cap US$3.2M $50,000 S&P 500 Composite Total Return The SRI Large Cap Equity Folio is an actively managed portfolio of 40-60 domestic stocks, most of which are in the large-capitalization range, and seeks to outperform the S&P 500 Index. The Folio identifies the securities in the S&P 500 that have the ... (more) Click to open external link in a new window
First Affirmative SRI Small Cap Equity Equity Mid-Small Cap US$1.7M $50,000 S&P 600 Index The SRI Small Cap Equity Folio is an actively managed portfolio of 40-60 domestic stocks, most of which are in the small capitalization range, and seeks to outperform the S&P 600 Index. The Folio identifies the securities in the S&P 600 that have the ... (more) Click to open external link in a new window

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
Info
Gabelli SRI Value All Cap US$1200M $5 million Russell 3000 GAMCO's value-oriented stock selection process is based on the fundamental investment principles first articulated in 1934 by Graham & Dodd, the fathers of modern security analysis, and further augmented by Mario Gabelli in 1977 with his introduction ... (more) Click to open external link in a new window
Green Alpha Growth and Income Portfolio (GAGIP) All Cap US$0.4M $100,000 MSCI All Country World Index (MSCI ACWI) The Green Alpha Growth and Income Portfolio (GAGIP) is an actively managed all-cap equity portfolio combining moderate current income with potential for capital growth. GAGIP is comprised of companies whose innovative services and products address a ... (more) Click to open external link in a new window
Green Alpha Next Economy Index (GANEX) All Cap US$4M $100,000 MSCI All Country World Index (MSCI ACWI) The Green Alpha Next Economy Index (GANEX) is a passively-managed, all-cap growth equity index that invests in companies whose innovative services and products address an increasingly warmer, more populous, and resource-constrained planet. It is cro ... (more) Click to open external link in a new window
Green Sage Sustainability Portfolio International/Global US$7M $50,000 MSCI World Green Sage Sustainability Portfolio is a positively screened fund composed of 30 equities all focused on sustainability. It is multi cap with 10 large cap, 10 mid cap and 10 small cap. It is global with about ⅓ of stocks domiciled outside of the US ... (more) Click to open external link in a new window
HIP Best Companies Portfolio All Cap US$0.13M 50000 S&P 500 Composite Total Return The best-run companies assess all global trends, bring new products to market which benefit customers and society, count their quantifiable human impacts, directly link these impacts to profit, and embed leading management practices. HIP’s investme ... (more) Click to open external link in a new window
HIP Preferred Stock Portfolio Equity Specialty US$0.1M 50000 iShares U.S. Preferred Stock (PFF) The best-run companies assess all global trends, bring new products to market which benefit customers and society, count their quantifiable human impacts, directly link these impacts to profit, and embed leading management practices. HIP’s investme ... (more) Click to open external link in a new window

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
Info
HIP Sustainable Real Estate Portfolio (REIT) Equity Specialty US$2.6M 50000 First Trust S&P U.S. REIT (FRI) The best-run companies assess all global trends, bring new products to market which benefit customers and society, count their quantifiable human impacts, directly link these impacts to profit, and embed leading management practices. HIP’s investme ... (more) Click to open external link in a new window
HIP100 Portfolio Equity Large Cap US$0.25M 100000 iShares S&P 100 (OEF) The best-run companies assess all global trends, bring new products to market which benefit customers and society, count their quantifiable human impacts, directly link these impacts to profit, and embed leading management practices. HIP’s investme ... (more) Click to open external link in a new window
Horizon Enhanced Christian Values All Cap US$1.394M $100,000 MSCI USA Catholic Values Index The Enhanced Christian Values strategy is an all-equity enhanced index strategy. Horizon believes its Enhanced Christian Values strategy can achieve outperformance by applying quantitative overlays to the MSCI USA Catholic Values Index, an index that ... (more) Click to open external link in a new window
Horizon Enhanced Socially Responsible All Cap US$13.546M $100,000 MSCI KLD 400 Social Index The Enhanced Socially Responsible strategy is an all-equity enhanced index strategy. Horizon believes its Enhanced Socially Responsible strategy can achieve outperformance by applying quantitative overlays to the MSCI KLD 400 Social Index, an index t ... (more) Click to open external link in a new window
Horizon Enhanced SRI Fossil Fuel Free All Cap US$3.325M $100,000 MSCI KLD 400 Social The Enhanced SRI Fossil Fuel Free strategy is an all-equity enhanced index strategy. Horizon believes its Enhanced SRI Fossil Fuel Free strategy can achieve outperformance by applying quantitative overlays to the MSCI KLD 400 Social Index, an index t ... (more) Click to open external link in a new window
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) --

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
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Jantz Management 350 All-Cap Value All Cap US$9M $100,000 S&P 1500 The Jantz 350 All-Cap Value folio seeks high return by investing in a broad capitalization range of socially and environmentally responsible equites determined to be undervalued using Jantz proprietary models. One hundred underpriced stocks, meeting ... (more) Click to open external link in a new window
Jantz Management 350 Large-Cap 50 Value Equity Large Cap US$6M $100,000 S&P 500 Composite Total Return The Jantz 350 Large-Cap 50 Value folio seeks high return by investing in large capitalization, socially and environmentally responsible equities determined to be undervalued using Jantz proprietary models. Fifty underpriced stocks meeting broad socia ... (more) Click to open external link in a new window
Jantz Management Fossil Free Value All Cap US$1M $100,000 S&P 1500 The Jantz 350 Fossil Free Value folio seeks high return by investing in a broad capitalization range of socially and environmentally responsible equites determined to be undervalued using Jantz proprietary models. About 70 underpriced stocks meeting ... (more) Click to open external link in a new window
Loring Ward Global Portfolio Series SRI Balanced Balanced US$4.1M -- 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$3.98M -- 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
Loring Ward Global Portfolio Series SRI Conservative Balanced US$1.91M -- 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

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
Info
Loring Ward Global Portfolio Series SRI Defensive Balanced US$0.57M -- 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$4.21M -- 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$10.33M -- 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$2.21M -- 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$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 Capital Appreciation Balanced US$0.1M -- 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 Conservative Balanced US$0.12M -- 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$2.49M -- 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$0.13M -- 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
Miller/Howard Income-Equity Strategy All Cap US$2262.1M $100,000 Russell 1000 Income-Equity Strategy is a diversified, dividend-growth equity portfolio that seeks high current dividend income plus growth of income and principal. Stocks are primarily US-based, multi-cap companies from across the broad equity market. In the port ... (more) Click to open external link in a new window

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
Info
Miller/Howard Income-Equity Strategy (No MLPs) All Cap US$1965.6M $100,000 Russell 1000 Income-Equity Strategy (No MLPs) is a diversified, dividend-growth equity portfolio that seeks high current dividend income plus growth of income and principal. Stocks are primarily US based, multi-cap companies from across the broad equity market. T ... (more) Click to open external link in a new window
Miller/Howard Infrastructure Equity Mid-Small Cap US$164.1M $100,000 Morningstar Gbl Equity Infra GR USD Miller/Howard Infrastructure provides both rising income and growth, and seeks to participate in the stability and dynamic growth of essential services and infrastructure worldwide. The stability arises from the fact that utilities and infrastructure ... (more) Click to open external link in a new window
Miller/Howard Rising Dividend Plus Equity Large Cap US$67.6M $100,000 Russell 1000 Rising Dividend Plus invests in primarily established and seasoned mid- and large-capitalization companies with financial strength that are likely to provide steadily rising earnings and dividends. The portfolio aims to participate in the long-term g ... (more) Click to open external link in a new window
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
New Amsterdam Partners Large Cap Socially Responsible Active Equity Equity Large Cap US$35.6M $10 million S&P 500 Composite Total Return New Amsterdam Partners’ Large Cap Socially Responsible portfolios have 35 to 45 stocks diversified across 10 economic sectors, with a market capitalization above $5 billion at purchase. We consider ESG factors for every company as it passes th ... (more) Click to open external link in a new window
New Amsterdam Partners Mid Cap Growth Socially Responsible Active Equity Equity Mid-Small Cap US$664M $10 million Russell Mid Cap Growth New Amsterdam Partners’ Mid Cap Growth Socially Responsible portfolios have 35 to 45 stocks diversified across 10 economic sectors, with a market capitalization range between $1 billion and $9 billion at purchase. We consider ESG factors for e ... (more) Click to open external link in a new window

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
Info
NorthStar Asset Management All Cap Balanced US$200M $1 million Combination of: S&P 500, EAFE Index, Treasury Bill 90 Day, Bloomberg EFFAS Bond Indices U.S. Gov 1-5 Year Total Return We use a socially conscious, growth at a reasonable price discipline to select equity. We use a combination of top-down and bottom-up approaches that include fundamental analysis, quantitative and technical analysis and is based in a contrarian stanc ... (more) Click to open external link in a new window
Parnassus Asia Pacific Equity International/Global US$5.57M $25 million MSCI AC Asia Pacific Index The Parnassus Pacific Asia Equity strategy is a fundamental, multi-cap equity strategy. The strategy invests principally in undervalued equity securities of Asian companies. The strategy also takes environmental, social and governance factors into ac ... (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 75% 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 Endeavor Equity Equity Large Cap US$551.54M $25 million S&P 500 Composite Total Return The Parnassus Endeavor Equity strategy is a fundamental, U.S., large-cap, core equity strategy. The strategy invests principally in undervalued equity securities of large-capitalization companies with outstanding workplaces. Companies with good workp ... (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) --

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
Info
Parnassus Multi Cap Equity All Cap US$627.14M $25 million S&P 500 Composite Total Return The Parnassus Multi-Cap Equity strategy is a fundamental, U.S., multi-cap, core equity strategy. The strategy invests principally in undervalued equity securities of large-capitalization companies. The strategy invests principally in equity securitie ... (more) --
Parnassus Small Cap Equity Equity Mid-Small Cap US$712.06M $25 million Russell 2000 The Parnassus Small Cap Equity strategy is a fundamental, U.S., small-cap, core equity strategy. The strategy invests principally in undervalued equity securities of small-capitalization companies under $3 billion at the time of initial purchase. The ... (more) --
Portfolio 21 Global Equity Fund International/Global US$500M $1 million MSCI ACWI Portfolio 21’s passion is finding exceptional companies that provide competitive returns for investors while mitigating the environmental impact of their business activity, operating in a manner respectful of society and managing within ecological ... (more) Click to open external link in a new window
Quotient Sustainable Alpha Equity Large Cap US$425M $10 million Russell 1000 Through our research, we found that ESG data provides additional return and risk information on stocks that is not currently used in financial analysis. Quotient’s methodology harnesses this return and risk information to find the most attractive ... (more) Click to open external link in a new window
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

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
Info
Short Sustainable Government Credit Strategy Bond (Fixed Income) US$99M $500K Barclays Government/Credit 1-3 Year Index Breckinridge's Short Sustainable Government Credit Strategy is designed for investors who are interested in emphasizing environmental, social and governance (ESG) criteria. Employing the shortest of Breckinridge’s maturity structures, this strategy ... (more) Click to open external link in a new window
Sierra Club Green Alpha (SCGA) Portfolio All Cap US$6.8M $10,000 MSCI All Country World Index (MSCI ACWI) The Sierra Club Green Alpha Portfolio (SCGA) is an actively-managed, all-cap growth equity strategy operating in compliance with the Sierra Club’s proprietary social and environmental criteria. The strategy invests in companies whose innovative se ... (more) Click to open external link in a new window
SNW Blend Intermediate Impact Strategy Bond (Fixed Income) US$93.24M $500,000 67% ML 1-10 Muni/33% ML 1-10 Gov't & Corp A-AAA SNW's Blend Strategy is an actively managed strategy that provides clients with broad exposure to the investment grade bond market. The strategy is appropriate for investors in a mid-level federal tax bracket or for those who reside in a state with n ... (more) Click to open external link in a new window
SNW Municipal Intermediate Impact Strategy Bond (Fixed Income) US$72.81M $500,000 ML 1-10 Muni SNW's Municipal Strategy is an actively managed strategy that provides clients with broad exposure to the investment grade municipal bond market. The strategy is appropriate for investors in a high tax bracket. Duration can be customized based on cli ... (more) Click to open external link in a new window
SNW Taxable Intermediate Impact Strategy Bond (Fixed Income) US$85.2M $500,000 ML 1-10 yr Govt/Corporate A-AAA index SNW's Taxable Strategy is an actively managed strategy that provides clients with broad exposure to the investment grade taxable bond market. The strategy is appropriate for tax advantaged accounts or investors in a low tax bracket. Sectors represen ... (more) Click to open external link in a new window
TerraVerde Capital Partners LP Equity Mid-Small Cap US$25M $250,000 Wilderhill Clean Energy Index TerraVerde Capital Partners LP is a hedge fund of funds that was launched July 2009. The Fund manages a diversified portfolio of hedge fund strategies that focuses on the supply chain of sustainability. In the investment approach is to allocate capit ... (more) Click to open external link in a new window

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
Info
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
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

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
Info
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
UBS Global Sustainable Equity International/Global US$701M $100,000 Retail separate account, $25 million Institutional separate account, and $15 million Institutional Commingled Fund. MSCI World The Global Sustainable Equity Strategy: (1) Invests in “sustainability champions” that feature innovative products or services that meet environmental or social challenges, deliver impact, and have the ability to drive returns, (2) Bottom-up best ... (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) --
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) --

Investment Strategy
Strategy Type AUM
(US$ millions)
Account
Minimum
Benchmark UsedDescriptionMore
Info
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) --
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 Sudan 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 Investing-- *X--P------X----XXXX-- Other/qualitative criteria -- --
Appleseed All Cap Fossil Fuel FreeC *PC----P--RCCR--RRR -- Shareholder engagement Proxy voting
BMO Socially Responsible Investing (SRI) StrategyCCC--CRRRCCCCCCC Other/qualitative criteria -- Proxy voting
Boston Common All Country International Equity StrategyCCCPCCCRC--RRRRR Other/qualitative criteria Shareholder engagement Proxy voting
Boston Common Catholic International StrategyCCCPCCCRC--RRRRR Other/qualitative criteria Shareholder engagement Proxy voting
Boston Common Emerging Markets StrategyCCC--CCCRC--RRRRR 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
Breckinridge Intermediate Sustainable Government Credit StrategyPCCPCCCXCCRXRRX Other/qualitative criteria Shareholder engagement --
Breckinridge Intermediate Tax-Efficient Sustainable StrategyPCCPCCCXCCRXRRX Other/qualitative criteria Shareholder engagement --
Brown Advisory Large-Cap Sustainable Growth StrategyPPPPPPP--PP---------- Other/qualitative criteria Shareholder engagement Proxy voting
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
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 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
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 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
Clean Yield All CapC *RCPPRCCC----RRRR -- Shareholder engagement --
ClearBridge All Cap Value ESGPPPPPPPRPCRPRRR Other/qualitative criteria Shareholder engagement Proxy voting
ClearBridge Appreciation ESGPCCPPPPRPCRPRRR Other/qualitative criteria 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
Community Capital Management Intermediate Fixed Income CompositeP *XPPPPXXXXXXXXX -- -- --
Dana Catholic Socially Responsible EquityCCC--CCCXCC--CC---- Other/qualitative criteria -- 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
Dana Socially Responsible EquityCCC--CCCXCCXCCXX -- -- Proxy voting
First Affirmative SRI Equity IncomeCCCCCCCCCCCCCCC -- Shareholder engagement Proxy voting
First Affirmative SRI Fixed IncomeCCCC--CCCCCCCCCC -- Shareholder engagement Proxy voting
First Affirmative SRI Global Diversified IncomeCCCCCCCCCCCCCCC -- Shareholder engagement Proxy voting
First Affirmative SRI High Current IncomeCCCCCCCCCCCCCCC -- Shareholder engagement Proxy voting
First Affirmative SRI Large Cap EquityCCCCCCCCCCCCCCC -- Shareholder engagement Proxy voting
First Affirmative SRI Small Cap EquityCCCCCCCCCCCCCCC -- Shareholder engagement Proxy voting
Gabelli SRI Value--CC--RR--R----RR--RR -- -- --
Green Alpha Growth and Income Portfolio (GAGIP)C *CCCCCCXCCCCCXX Other/qualitative criteria -- Proxy voting
Green Alpha Next Economy Index (GANEX)C *CCCCCCXCCCCCXX Other/qualitative criteria -- Proxy voting
Green Sage Sustainability PortfolioP *XP------------------X--X -- -- Proxy voting
HIP Best Companies Portfolio--------P--P---------------- Other/qualitative criteria Shareholder engagement --
HIP Preferred Stock PortfolioPPPPPPP--PP------XX Other/qualitative criteria Shareholder engagement --
HIP Sustainable Real Estate Portfolio (REIT)PPPPPPP--PPX----XX 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
HIP100 PortfolioPPPPPPP--PP---------- Other/qualitative criteria Shareholder engagement --
Horizon Enhanced Christian ValuesCCCCCCC--C--R--RRR Other/qualitative criteria -- --
Horizon Enhanced Socially ResponsibleCCCCCCC--C--R--RRR Other/qualitative criteria -- --
Horizon Enhanced SRI Fossil Fuel FreeC *CCCCCC--C--R--RRR Other/qualitative criteria -- --
International Equity StrategyCCCPCCCXCCC--CRR Other/qualitative criteria Shareholder engagement Proxy voting
Jantz Management 350 All-Cap ValueC *CC--PPPXCCR--XXX -- Shareholder engagement Proxy voting
Jantz Management 350 Large-Cap 50 ValueC *CC--PPPXCCR--XXX -- Shareholder engagement Proxy voting
Jantz Management Fossil Free ValueC *CC--PPPXCCR--XXX -- Shareholder engagement Proxy voting
Loring Ward Global Portfolio Series SRI Balanced----------RRR----R--RR-- Other/qualitative criteria -- --
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 -- --
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 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------------------------ -- -- --
Miller/Howard Income-Equity StrategyPRP----R--R----R--RRX Other/qualitative criteria Shareholder engagement Proxy voting
Miller/Howard Income-Equity Strategy (No MLPs)PRP----R--R----R--RRR Other/qualitative criteria Shareholder engagement Proxy voting
Miller/Howard InfrastructurePRP----R--R----R--RRR Other/qualitative criteria Shareholder engagement Proxy voting
Miller/Howard Rising Dividend PlusPRP----R--R----R--RRR Other/qualitative criteria Shareholder engagement Proxy voting
Neuberger Berman Socially Responsive Investing (NB SRI)CCCPPPPXPCX--XXX Other/qualitative criteria Shareholder engagement Proxy voting
New Amsterdam Partners Large Cap Socially Responsible Active EquityPC--PPPPRCCRRRRR Other/qualitative criteria -- 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
New Amsterdam Partners Mid Cap Growth Socially Responsible Active EquityPRPPPPPRCCRRRRR Other/qualitative criteria -- Proxy voting
NorthStar Asset Management All CapP *RPPPPPXCCR--XXX -- Shareholder engagement Proxy voting
Parnassus Asia Pacific EquityP *PPPPPPRPPRPRRR Other/qualitative criteria Shareholder engagement Proxy voting
Parnassus Core EquityPPPPPPPRPPRPRRR Other/qualitative criteria Shareholder engagement Proxy voting
Parnassus Core Fixed IncomeP *PPPPPPRPPRRRRR Other/qualitative criteria Shareholder engagement Proxy voting
Parnassus Endeavor EquityP *PPPPPPRPPRPRRR Other/qualitative criteria Shareholder engagement Proxy voting
Parnassus Mid Cap EquityPPPPPPPRPPRRRR-- Other/qualitative criteria Shareholder engagement Proxy voting
Parnassus Multi Cap EquityPPPPPPPRPPRPRRR Other/qualitative criteria Shareholder engagement Proxy voting
Parnassus Small Cap EquityPPPPPPPRPPRPRRR Other/qualitative criteria Shareholder engagement Proxy voting
Portfolio 21 Global Equity FundP *PPCCCCCCCRRRRR Other/qualitative criteria Shareholder engagement Proxy voting
Quotient Sustainable AlphaCCCCCCC--CC----R--R Other/qualitative criteria -- 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
Short Sustainable Government Credit StrategyPCCPCCCXCCRXRRX 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
Sierra Club Green Alpha (SCGA) PortfolioC *RCCCC--X--C--CXXX Other/qualitative criteria -- Proxy voting
SNW Blend Intermediate Impact StrategyP *RPPPP--RP------------ Other/qualitative criteria Shareholder engagement --
SNW Municipal Intermediate Impact StrategyP *RPPPP--RP------------ Other/qualitative criteria Shareholder engagement --
SNW Taxable Intermediate Impact StrategyP *RPPPP--RP------------ Other/qualitative criteria Shareholder engagement --
TerraVerde Capital Partners LPCRP--------X-------------- -- 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
UBS Global Sustainable EquityCCCCCCCRCCXRXXX -- 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 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--CCCCCCCRCR