Directory of Money Managers Resources

Home > Business > Investing > Socially Responsible > Money Managers

Managers routinely utilizing one or more of the major sustainable, socially responsible, or ethical investing strategies. These are money management firms primarily engaged in day-to-day management for individual separate accounts, mutual funds, pensions, and other institutions. Could be a significant special department in a traditional investment management firm providing these services.

Resources in This Category

• Australian Ethical Investment

  http://australianethical.com.au/
  Manages ethical investment unit trusts, with a goal of balancing social responsibility with financial returns. Australia

• Boston Common Asset Management

  http://www.bostoncommonasset.com/
  Portfolio management with customized social screening and shareholder advocacy. Domestic and international products. United States.

• Clean Yield Group

  http://www.cleanyield.com/
  Founded in 1984, C Y is a Vermont SEC-registered asset management firm working exclusively with social investors.

• Creative Investment Research

  http://www.creativeinvest.com/
  Women and minority focused investment advisory offering SRI management, community investing, education, publications. Washington, D.C.

• FinArc, LLC

  http://www.finarc.com/
  A Registered Investment Advisor Firm in Needham, MA providing customized portfolio management including ethical screening for clients with specific social concerns.

• First Affirmative Financial Network

  http://www.firstaffirmative.com/
  A network of investment firms providing socially responsible investment management and administration for clients throughout the United States.

• GreenStream Network

  http://www.greenstream.net/
  Northern European specialist in renewable and carbon markets. Investment, Advisory, and Intermediary Services. EU

• Harrington Investments

  http://www.harringtoninvestments.com/
  Registered investment advisor offers socially responsible investing and shareholder advocacy. USA

• Insight Investment Management Limited

  http://www.insightinvestment.com/
  Provides institutional investment services and financial solutions to a wide range of corporations as well as insurance companies and public sector clients.

• Invested Interests

  http://www.investedinterests.com/
  Financial advisors and planners focused on socially responsible investments -San Francisco, CA

• Light Green Advisors

  http://www.lightgreen.com/
  Maintains an environmentally screened stock index and trust account covering most industries. United States.

• Living Earth Investments

  http://www.livingearthinvestments.com/
  State registered investment advisory firm located in Portland, Oregon. Creates portfolios consisting of sustainable and socially responsible investments. OR, USA

• Miller Howard Investments

  http://www.mhinvest.com/
  Manages nuclear-free utility sector investment portfolios.

• Newground Social Investment

  http://www.newground.net/
  Offers individual, institutional, GLBT, and not-for-profit clients socially conscious (SRI) money management, community investment, and shareholder advocacy. Washington, USA

• Prentiss Smith & Company, Inc.

  http://www.prentiss-smith.com/
  Registered investment advisor offering social investment, screening, and community investing. USA

• Rocky Mountain Humane Investing

  http://www.greeninvestment.com/
  Socially responsible investment management firm focused on ethical and humane portfolio management criteria, located in Lyons, CO.

• SAM Group

  http://www.sam-group.com/
  Investment manager specializing in the field of sustainability-driven investments. Serves European banks, insurance companies, pension funds and private clients. Manages mutual funds and proprietary indexes. Headquartered in Zurich, Switzerland. EU.

• Trillium Asset Management, LLC

  http://www.trilliuminvest.com/
  Independent investment management firm providing equity, balanced, and fixed income portfolios dedicated solely to socially responsible investing.

• Vodia Capital, LLC

  http://www.vodiacapital.com/
  A boutique asset management firm specializing in socially responsible and ethical investing. Located in Concord, MA.

• Walden Asset Management

  http://www.waldenassetmgmt.com/
  Investment management services utilizing screening and shareholder activism strategies. United States.

Related Categories

• Home > Business > Financial Services > Financial Planning > Certified Financial Planners
• Home > Business > Investing > Money Managers

 

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