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.

Financial Information
Screening & Advocacy

View strategies by type:

Showing 85 of 85 strategies

Investment Strategy	Strategy Type	AUM (US$ millions)	Account Minimum	Benchmark Used	Description	More 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 Used	Description	More 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)	--
BlueBay US Access Capital Community Investing	Bond (Fixed Income)	US$1527M	$50M for an SMA, 1M investment in ACCSX (ishares)	Bloomberg US Securitized Index	The BlueBay US Access Capital Community Investing strategy is a disciplined fixed income solution with a community development purpose. The strategy offers investors the opportunity to direct their investment dollars to communities of their choice in ... (more)
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)
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)
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)
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 Used	Description	More 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)
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)
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)
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)
Calvert Short Duration Income Strategy	Bond (Fixed Income)	US$1518.68M	25,000,000	Barclays 1-5 Year U.S. Credit Index	The Calvert Short Duration Income strategy is an short-term bond portfolio that invests primarily in securities with durations from zero to 10 years with an average duration that is typically one to three years. The strategy incorporates rigorous fin ... (more)
Investment Strategy	Strategy Type	AUM (US$ millions)	Account Minimum	Benchmark Used	Description	More 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)
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)
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)
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)
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)
Calvert Ultra-Short Income Strategy	Bond (Fixed Income)	US$730.46M	25,000,000	Barclays 9-12 Months Short Treasury Index	The Calvert Ultra Short Income strategy seeks to provide positive returns under all market conditions and interest rate environments by investing in a portfolio of floating rate and other short-term securities. The strategy invests primarily in secur ... (more)
Investment Strategy	Strategy Type	AUM (US$ millions)	Account Minimum	Benchmark Used	Description	More 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)
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)
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)
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)
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)
ClearBridge Large Cap Value ESG	Equity Large Cap	US$898.47M	Retail minimum varies by platform; Institutional minimum is $5 million	Russell 1000 Value	The ClearBridge Large Cap Value ESG strategy utilizes an interactive research driven approach to identify companies with strong business franchises and attractive valuations. The strategy integrates ESG factors into the fundamental research and stock ... (more)
Investment Strategy	Strategy Type	AUM (US$ millions)	Account Minimum	Benchmark Used	Description	More 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)
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)
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)
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)
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)
First Affirmative SRI Global Diversified Income	International/Global	US$6.1M	$50,000	Combination of: Russell 3000 Index, MSCI EAFE Index, Barclays Intermediate Gov't/Credit Bond Index and 90-day T-Bill	This consists of dividend-paying stocks, mutual funds, and exchange-traded funds (ETFs). It is an income-oriented folio that combines into a single portfolio the holdings of three other First Affirmative investment strategies: Equity Income, Fixed In ... (more)
Investment Strategy	Strategy Type	AUM (US$ millions)	Account Minimum	Benchmark Used	Description	More 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)
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)
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)
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)
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)
Loring Ward Global Portfolio Series SRI Capital Appreciation	Balanced	US$3.48M	--	Blend: S&P500, MSCI EAFE, BofA ML US Trsy/Agcs AAA 1-3Yr	Loring Ward's Socially Responsible Investing (SRI) Global Portfolio Series is designed to meet the needs of investors looking for investments that serve their values and beliefs. The SRI portfolios invest in the DFA US Social Core Equity 2 fund, DFA ... (more)
Investment Strategy	Strategy Type	AUM (US$ millions)	Account Minimum	Benchmark Used	Description	More 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)
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)
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)
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)
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)
Loring Ward Global Portfolio Series Sustainability Balanced	Balanced	US$1.53M	--	Blend: S&P500, MSCI EAFE, BofA ML US Trsy/Agcs AAA 1-3Yr	Loring Ward’s Sustainability Investing Global Portfolio Series is designed to meet the needs of investors looking for investments that serve their values and beliefs. The Sustainability portfolios invest in the DFA US Sustainability Core 1 fund and ... (more)
Investment Strategy	Strategy Type	AUM (US$ millions)	Account Minimum	Benchmark Used	Description	More 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)
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)
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)
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)
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)
Loring Ward Global Portfolio Series Sustainability Moderate Growth	Balanced	US$3.67M	--	Blend: S&P500, MSCI EAFE, BofA ML US Trsy/Agcs AAA 1-3Yr	Loring Ward’s Sustainability Investing Global Portfolio Series is designed to meet the needs of investors looking for investments that serve their values and beliefs. The Sustainability portfolios invest in the DFA US Sustainability Core 1 fund and ... (more)
Investment Strategy	Strategy Type	AUM (US$ millions)	Account Minimum	Benchmark Used	Description	More 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)
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)
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)
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 Used	Description	More Info
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)
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)
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)
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)
Riverwater ESG SMID Value	Equity Mid-Small Cap	US$26.3M	$1M	Russell 2500 Value Index	The Riverwater ESG SMID Value Strategy seeks to provide attractive risk-adjusted returns versus its benchmark, the Russell 2500 Value Index. The Riverwater ESG SMID Value Strategy holds 20-35 small and mid-sized companies generally between a range of ... (more)
Investment Strategy	Strategy Type	AUM (US$ millions)	Account Minimum	Benchmark Used	Description	More Info
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.
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)
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)
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)
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)
Trillium All Cap Core	All Cap	US$377M	$2 million direct, $100,000 advisor	S&P 1500	All Cap Core seeks to provide long-term competitive returns by investing across the range of market capitalizations and economic sectors in companies that meet Trillium’s sustainability criteria. The strategy employs fundamental equity analysis tha ... (more)
Investment Strategy	Strategy Type	AUM (US$ millions)	Account Minimum	Benchmark Used	Description	More Info
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.
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)
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)
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)
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)
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)	Account Minimum	Benchmark Used	Description	More 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 Used	Description	More 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.