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Responsible Investing

If you are looking to incorporate environmental, social or faith-focused goals within your investments, our team will work with you to create a customized investment solution that aligns your financial success with your values and mission.

For more than 50 years, our team has partnered with clients to ensure that their investment portfolios express their values and support their desire to have a positive impact on the world.

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A Dedicated Responsible Investing Research Team

50+

Years Managing Responsible Investments

$2.7 Billion

in Responsible Investments

Approximately as of March 31, 2024

Reflecting Your Values

Our dedicated team of experienced professionals is ready to help you achieve your financial goals.

We use a multi-dimensional approach to portfolio management, integrating your values with our proprietary research.

The result is an actively managed, customized portfolio that embodies your views on the environment, society, and/or ethical corporate behavior.

Seeking Positive Impact

We seek to invest in responsible companies that are working to generate a positive social or environmental impact related to these themes:

  • Low Carbon Future
  • Clean and Accessible Water
  • Global Community
  • Inclusive and Diverse World
  • Responsible Production and Consumption

In addition to investment selection, our impact investing activity includes voting proxies and participating in corporate engagement to further positive social and environmental outcomes.

Learn More About Responsible Investing
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