Sustainability is not a niche for us; it’s the DNA of how we’ve invested for over twenty years. Every portfolio we build invests exclusively in a broad spectrum of sustainable mutual funds that screen on up to ten environmental, social, and governance criteria.
Seeks companies that promote sustainability and ecological conservation such as recycling, low-carbon emissions, and efficient water use.
Seeks technology companies that specialize in resource efficiency and clean energy solutions such as wind, solar, and geothermal.
Seeks companies that actively hire and promote diverse workforces that include LGBT, veterans, women, and other minorities.
Avoids or restricts companies that do business in countries which condone human rights violations or support terrorism.
Seeks companies that promote fair wages, safe working conditions, and long-term job security.
Avoids or restricts companies engaged in the inhumane treatment of animals such as in medical testing and factory farming of livestock.
Avoids or restricts companies that profit from manufacturing firearms, ammunition, or military weapons.
Seeks companies with strong policies and practices governing transparency, fair compensation, and open dialogue with shareholders.
Avoids or restricts companies profiting from manufacturing or distributing harmful or addictive products and services such as tobacco, alcohol, and gaming.
Seeks financial institutions that partner with underserved communities to provide affordable housing, small business loans, and micro finance.
Avoids companies that produce energy from coal, crude oil, petroleum, and gas—the main contributors of greenhouse emissions and climate change.
Engages the companies it owns through the use of proxy voting, resolutions, and dialogue, to promote environmental, social, and governance change.