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: All Strategies All Cap Balanced Bond (Fixed Income) Equity Large Cap Equity Mid-Small Cap Equity Specialty International Global Foreign Showing 15 of 85 strategies

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Investment Strategy	Strategy Type	AUM (US$ millions)	Account Minimum	Benchmark Used	Description	More Info
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)	--
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 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 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$676M	25,000,000	Barclays Capital US Credit	The strategy uses a relative value strategy, seeking incremental income, and typically invests at least 65% of its assets in investment-grade debt securities, including bonds issued by U.S. corporations, the U.S. government or its agencies, and U.S. ... (more)
Investment Strategy	Strategy Type	AUM (US$ millions)	Account Minimum	Benchmark Used	Description	More Info
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)
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 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)
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)
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)
Parnassus Core Fixed Income	Bond (Fixed Income)	US$185.56M	$25 million	Barclays Capital US Credit	The investment strategy of the Parnassus Core Fixed Income strategy is U.S., fixed income, intermediate, and investment-grade. The Parnassus Core Fixed Income strategy invests principally in investment-grade debt securities which may include U.S. gov ... (more)	--
Investment Strategy	Strategy Type	AUM (US$ millions)	Account Minimum	Benchmark Used	Description	More Info
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 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)

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

1919 Investment Counsel SRI Fixed Income Institutional

C

R

C

C

C

C

C

R

C

C

R

R

R

R

R

BlueBay US Access Capital Community Investing

X *

X

X

P

--

X

X

X

--

--

X

X

X

X

X

--

--

Calvert Bond Strategy

C *

C

C

P

C

C

C

X

C

C

C

C

C

R

R

Calvert Green Bond Strategy

C

C

C

P

C

C

C

X

C

C

C

C

C

R

R

Calvert High Yield Bond Strategy

C

C

C

P

C

C

C

X

C

C

C

--

C

R

R

Calvert Income Strategy

C

C

C

P

C

C

C

X

C

C

C

--

C

R

R

Calvert Short Duration Income Strategy

C

C

C

C

C

C

C

X

C

C

C

--

C

R

R

Calvert Tax-Free Responsible Impact Bond Fund

C

C

C

P

C

C

C

X

C

C

C

--

C

R

R

Calvert Ultra-Short Income Strategy

C

C

C

P

C

C

C

X

C

C

C

--

C

R

R

Calvert Unconstrained Bond Strategy

C

C

C

P

C

C

C

X

C

C

C

--

C

R

R

First Affirmative SRI Fixed Income

C

C

C

C

--

C

C

C

C

C

X

C

X

X

X

--

--

--

Parnassus Core Fixed Income

P *

P

P

P

P

P

P

R

P

P

R

R

R

R

R

--

Sage Tax-Sensitive Fixed Income ESG

P

C

C

P

C

C

C

X

C

C

R

X

R

R

X

--

Investment Strategy - Click name for background on the company, along with contact information and strategy profile

Sage Taxable Fixed Income ESG

P

C

C

P

C

C

C

X

C

C

C

X

C

C

C

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TIAA-CREF Social Choice Fixed Income

P

P

P

P

P

P

P

X

P

P

R

--

R

R

R