Advisors

EMPOWER YOUR CLIENTS WITH PORTFOLIOS THAT ALIGN WITH THEIR VALUES — AND DRIVE REAL SOCIAL CHANGE.

Offered through an SMA format, our Global Equity Strategy combines 50+ years of portfolio management experience with 30+ years of shareholder advocacy — helping your clients align their investments with their values and drive real social change.

Independent Advisors

Broaden your offerings with socially responsible strategies that reflect your clients’ values.

RIAs

Partner with us to deliver values-aligned investing — without adding internal complexity.

Wealth Managers

Offer clients high-performance portfolios rooted in our six pillars with purpose and rigor.

Financial Intermediaries

Deliver innovative impact solutions that meet the rising demand for values-driven investing.

PARTNER WITH US

MISSION ALIGNED • DIVERSE MANAGEMENT • DISCIPLINED STRATEGY • MISSION ALIGNED • DIVERSE MANAGEMENT • DISCIPLINED STRATEGY • MISSION ALIGNED • DIVERSE MANAGEMENT • DISCIPLINED STRATEGY • MISSION ALIGNED • DIVERSE MANAGEMENT •

Investment Philosophy

While markets often focus on quarterly earnings and short-term volatility, we take a long-term view, identifying secular trends that shape society. This perspective, combined with disciplined research into companies with solid fundamentals and quality characteristics, allows us to compound returns across a full market cycle. We are focused on delivering on our dual mandate of social and financial returns.

To drive meaningful social change, our approach is threefold:

a person with a sign that says stop the harm

Do No Harm

We avoid sectors that profit from human suffering or environmental degradation, including alcohol, tobacco, gambling, fossil fuels, weapons, for-profit prisons, nuclear and aerospace/defense.

Tilt Toward Solutions

We invest in companies actively addressing long-term societal challenges. Our goal is to direct capital toward businesses building a more just and equitable future.

Advocate for Change

We leverage our ownership to hold companies accountable, pushing for stronger policies, better practices and meaningful — and measurable — social progress.

FACT SHEET

A PORTFOLIO WITH PURPOSE

where high conviction meets diversification

With low portfolio turnover (20–25%), every holding reflects our disciplined approach — combining strong business models, durable growth and a rigorous social review to deliver results that matter.

High-Quality Business Models

Strong financial fundamentals — stability and growth in earnings, cash flows, returns and low financial leverage.

Secular Growth

Market leaders providing products and solutions to address long-term societal challenges.

Rigorous Six-Pillar Social Review

Every company is measured against our Six Pillars — Racial Equity, Gender Equity, Environmental Justice, Economic Equality, Human Rights and Corporate Governance — to ensure investments create lasting positive change.

REDEFINING ACTIVE MANAGEMENT

As pioneers in socially responsible investing, we’ve proven that active ownership is a catalyst for change. Beyond ESG screens, we use shareholder proposals, corporate engagement and advocacy to reshape corporate behavior — filing 250+ proposals and sending 200+ letters across our six pillars.

This is active management with purpose.

IMPACT YOU CAN SEE

Transparency is part of our impact. We share results through our Annual Social Change and Activism Report, quarterly client updates and thought leadership — giving advisors and clients a front-row seat to corporate engagements and measurable progress.

Because impact isn’t promised — it’s proven.

DISCOVER OUR IMPACT