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About This Strategy - [Return to Top]
Assets Under Management (AUM): $4.7M (in US$ millions)
Required Minimum: $50,000
Benchmark used: S&P 500 Composite Total Return
Strategy type: Equity Large Cap
Strategy description: 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 factors, both positive and negative.
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
- Conflict Risk: 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
- Other/Qualitative: First Affirmative actively engages in this process, voting all proxies on behalf of clients according to a comprehensive set of Proxy Voting Guidelines: http://www.firstaffirmative.com/documents/Proxy%20Voting%20Guidelines/Proxy%20Voting%20Guidelines%20Updated%2020160107.1.pdf We engage each year with a select group of companies each year on a wide range of ESG topics, including climate impacts, toxics, worker and indigenous people’s rights, gender and racial diversity in the workplace, political spending, lobbying, and much more. Engagement activities include dialogue, participation in organized campaigns with other institutional investors, and filing shareholder resolutions on select issues.
- Shareholder Engagement - Shareholder Resolutions: Filed or co-filed with companies on environmental, social or governance issues
- Shareholder Engagement - Private Dialogue: Conducted with companies on environmental, social or governance issues
- Proxy Voting: Actively voted by my institution for this investment strategy in support of environmental, social or governance issues in accordance with formal guidelines