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.
| View strategies by type: Showing 19 of 85 strategies |
Investment Strategy |
Strategy Type | AUM (US$ millions) |
Account Minimum | Benchmark Used | Description | More Info |
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| 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) | -- |
| 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) |  |
| 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) | |
| 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) | |
| Loring Ward Global Portfolio Series SRI Conservative | Balanced | US$2.94M | -- | Blend: S&P500, MSCI EAFE, BofA ML US Trsy/Agcs AAA 1-3Yr | Loring Ward's Socially Responsible Investing (SRI) Global Portfolio Series is designed to meet the needs of investors looking for investments that serve theri values and beliefs. The SRI portfolios invest in the DFA US Equity fund, DFA International ... (more) | |
Investment Strategy |
Strategy Type | AUM (US$ millions) |
Account Minimum | Benchmark Used | Description | More Info |
| 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) | |
| Loring Ward Global Portfolio Series Sustainability Capital Appreciation | Balanced | US$1.01M | -- | Blend: S&P500, MSCI EAFE, BofA ML US Trsy/Agcs AAA 1-3Yr | Loring Ward’s Sustainability Investing Global Portfolio Series is designed to meet the needs of investors looking for investments that serve their values and beliefs. The Sustainability portfolios invest in the DFA US Sustainability Core 1 fund and ... (more) | |
Investment Strategy |
Strategy Type | AUM (US$ millions) |
Account Minimum | Benchmark Used | Description | More Info |
| 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) | |
| NorthStar Asset Management All Cap | Balanced | US$600M | $5 million | Combination of: S&P 500, EAFE Index, Treasury Bill 90 Day, Bloomberg EFFAS Bond Indices U.S. Gov 1-5 Year Total Return | NorthStar’s mission is to provide the most integrative approach to portfolio management available today. Wealth management begins with an analysis of the social, ecological, and political problems of our time and with deep conversations with our cl ... (more) | |
Investment Strategy |
Strategy Type | AUM (US$ millions) |
Account Minimum | Benchmark Used | Description | More Info |
| 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 - Click name for background on the company, along with contact information and strategy profile
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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. | |||||||||||||||||
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| 1919 Investment Counsel SRI Core Balanced | C | R | C | C | C | C | C | R | C | C | R | R | R | R | R |
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| Calvert Balanced Strategy | C | C | C | P | C | C | C | X | C | C | C | -- | C | R | R |
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| First Affirmative SRI Current Income | C | C | C | C | C | C | C | C | C | C | X | C | X | X | X |
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| Loring Ward Global Portfolio Series SRI Balanced | -- | -- | -- | -- | -- | R | R | R | -- | -- | R | -- | R | R | -- |
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| Loring Ward Global Portfolio Series SRI Capital Appreciation | -- | -- | -- | -- | -- | R | R | R | -- | -- | R | -- | R | R | -- |
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| Loring Ward Global Portfolio Series SRI Conservative | -- | -- | -- | -- | -- | R | R | R | -- | -- | R | -- | R | R | -- |
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| Loring Ward Global Portfolio Series SRI Defensive | -- | -- | -- | -- | -- | R | R | R | -- | -- | R | -- | R | R | -- |
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| Loring Ward Global Portfolio Series SRI Equity | -- | -- | -- | -- | -- | R | R | R | -- | -- | R | -- | R | R | -- |
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| Loring Ward Global Portfolio Series SRI Moderate | -- | -- | -- | -- | -- | R | R | R | -- | -- | R | -- | R | R | -- |
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| Loring Ward Global Portfolio Series SRI Moderate Growth | -- | -- | -- | -- | -- | R | R | R | -- | -- | R | -- | R | R | -- |
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| Loring Ward Global Portfolio Series Sustainability Balanced | P | P | P | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Loring Ward Global Portfolio Series Sustainability Capital Appreciation | P | P | P | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Loring Ward Global Portfolio Series Sustainability Conservative | P | P | P | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
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| Loring Ward Global Portfolio Series Sustainability Defensive | P | P | P | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Loring Ward Global Portfolio Series Sustainability Equity | P | P | P | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Loring Ward Global Portfolio Series Sustainability Moderate | P | P | P | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Loring Ward Global Portfolio Series Sustainability Moderate Growth | P | P | P | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| NorthStar Asset Management All Cap | P * | R | P | P | P | P | P | X | C | C | R | -- | X | X | X |
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| Walden Balanced | C | C | C | C | C | C | C | C | C | C | R | C | R | R | R | -- |
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