Where our values lead us

We lead the way with foundations, endowments, nonprofits and other organizations, as well as with families, celebrities and executives, who want to achieve their financial objectives and represent their vision for social change. Promoting investment strategies that connect financial markets with healthy environments, sustainable communities, and humane and diverse workplaces is at the core of what we do.

Advancing Movements - the time to act (photo of Martin Luther King Jr Memorial in Washington DC)

Helping lead the SRI movement

We have led some of the landmark movements in the industry, including:

  •  Divesting from fossil fuels and reinvesting in the new resource economy
  •  Creating our proprietary screening process
  •  Developing the lavender screen, a critical step toward incorporating LGBTQ rights into the investment process
  •  Divestment against Apartheid in the 1980s

Meet our team
Team biographies