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Separate Account Managers in Sustainable and Responsible Investing

Strategy Profile:
First Affirmative SRI Global Diversified Income Download as PDF for Printing PDF Download

Jump to: About This Strategy | About The Company | Specific Screening Information by Category


About This Strategy - [Return to Top]

Assets Under Management (AUM): $6.1M (in US$ millions)

Required Minimum: $50,000

Benchmark used: Combination of: Russell 3000 Index, MSCI EAFE Index, Barclays Intermediate Gov't/Credit Bond Index and 90-day T-Bill

Strategy type: International/Global

Strategy description: 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 Income, and High Current Income. The Folio features strategic asset allocation, ongoing analysis of both the financial and extra-financial characteristics of investments held, and periodic rebalancing. Position weights range from 1% to 2%, and are yield-weighted.

Strategy web link: External Link

 

About The Company - [Return to Top]

Institution Name:
First Affirmative Financial Network, LLC

Approach to Sustainable & Responsible Investment: First Affirmative serves individuals and institutions who are seeking to both make money and create a positive impact with their investments, at the same time. We have been designing investment portfolios that align client values with their financial goals since 1988, with environmental, social, and corporate governance (ESG) criteria firmly embedded in the investment process. Our Sustainable Investment Solutions process places a heavy emphasis on diversification to mitigate market risks, creating the mix of investment assets with the highest probability of delivering strong returns within reasonable risk parameters. We take advantage of our strong SRI community ties and act as a manager of managers for many of our larger portfolios. Fiduciary duty is at the heart of our investment philosophy. We spread our vision through nationwide network of knowledgeable and experienced investment professionals.

Research conducted: Both internally and externally

Researcher name: First Affirmative Financial Network, LLC

Contact info:
5475 Mark Dabling Blvd, Suite 108
Colorado Springs, CO 80918
USA
Phone: 303-442-8400 x101
Fax: 720-221-0470
Email: steveschueth@firstaffirmative.com
Web: http://www.firstaffirmative.com (Opens in a new window)

 

Specific Screening Information by Category - [Return to Top]

Environment

  • Climate / Clean Technology: Combination of Positive and Restricted/Exclusionary Strategies
  • Pollution / Toxics: Combination of Positive and Restricted/Exclusionary Strategies
  • Other Environmental: Combination of Positive and Restricted/Exclusionary Strategies

Social

  • Community Development: Combination of Positive and Restricted/Exclusionary Strategies
  • Diversity & Equal Employment Opportunity: Combination of Positive and Restricted/Exclusionary Strategies
  • Human Rights: Combination of Positive and Restricted/Exclusionary Strategies
  • Labor Relations: Combination of Positive and Restricted/Exclusionary Strategies
  • Sudan: Combination of Positive and Restricted/Exclusionary Strategies

Governance

  • Board Issues: Combination of Positive and Restricted/Exclusionary Strategies
  • Executive Pay: Combination of Positive and Restricted/Exclusionary Strategies

Products

  • Alcohol: No Investment
  • Animal Welfare: Combination of Positive and Restricted/Exclusionary Strategies
  • Defense/Weapons: No Investment
  • Gambling: No Investment
  • Tobacco: No Investment

Other

     

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