Sponsors

Arjuna Capital empowers our clients to sustainably align their investments for profitability and impact. Arjuna is a one-stop shop for creating a high-impact investment portfolio across markets and asset classes— from public to private, domestic to foreign, equity to debt. Our philosophy is rooted in the concept of sustainability: that economic vitality, environmental responsibility and social equity are mutually supportive measures of a society’s health. With decades of experience considering the financial impact of environmental, social and governance (ESG) risk and opportunity factors, our team is uniquely situated to mine insights from this approach to investment analysis. We strive to offer the most diverse, sustainable, profitable and high-impact investments available, build and preserve our clients' wealth, and influence sustainable change through enlightened engagement in the capital markets.

Advance ESG is a non-profit membership organization working to make corporations more environmentally and socially responsible.

Arjuna Capital is boutique wealth management firm offering a full spectrum of fossil-fuel-free, performance-oriented, impact investing options across asset classes.  As an investment firm focused on sustainability, we understand that social justice, environmental responsibility, and economic vitality are all “bottom line” issues. And we are convinced that investing in a more equitable, environmentally responsible economy is simply smarter long-term investing to secure your wealth and the prosperity of future generations.  Our clients are high-net-worth individuals and families, non-profit endowments, foundations, and institutions — people and organizations across the country who choose to invest in a more vibrant, secure, and sustainable future.

Boston Trust Walden is an independent, employee-owned firm with an authentic commitment to impact investing that spans nearly five decades. It seeks to advance solutions to the world’s most urgent sustainability challenges by engaging portfolio companies directly, voting proxies responsibly, advocating for smart public policy, and contributing to industry best practices related to climate, equality, and governance.

Boston Trust Walden provides investment management services to institutional investors and private wealth clients. The firm has approximately $14 billion in assets under management. For more information, please visit bostontrustwalden.com.

Calvert Research and Management (Calvert) is a global leader in Responsible Investing, offering one of the largest and most diversified families of responsibly invested strategies. With over 40 years of experience, the firm seeks to generate favorable investment returns for clients by allocating capital consistent with environmental, social and governance best practices and through structured engagement with portfolio companies. Calvert is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. For further information, visit calvert.com.

ClearBridge Investments is a leading global equity manager with $176.6 billion in assets under management (as of December 31, 2023). We are committed to delivering long-term results through authentic active management. ESG considerations are integrated into our fundamental research process across all strategies. Owned by Franklin Resources, ClearBridge operates with investment independence from headquarters in New York and offices in Baltimore, Calgary, Fort Lauderdale, London, San Mateo, and Sydney.

Domini Impact Investments is a women-led SEC registered investment adviser that empowers both individual and institutional investors to make a difference, one investment at a time. By applying environmental and social standards across all of its investments, Domini harnesses the power of finance to help create a better world. With an exclusive focus on impact investing that aims to create positive outcomes for our planet and its people while seeking competitive financial returns, Domini works to channel every dollar invested in the Domini Funds to advance its goals of universal human dignity and ecological sustainability. The firm’s continuous innovation and community engagement create strength in numbers, allowing Domini to help fuel tomorrow’s prosperity and make “investing for good” the way all investing is done.

Shareholder democracy and the right to assess and address risk is under attack. Our work has never been more relevant!

Fiduciary Trust International is a wealth management firm founded in 1931. The firm’s impact investing practice aligns our clients’ values with their long-term risk/return objectives. We have nearly two decades of experience working with clients across a variety of thematic areas from aligning with faith-based values to advancing the transition to a lower carbon future to creating more opportunity for gender and racial equity. Our organization has a deep commitment to customization; grounds impact investing in an investment-centric culture; and offers expertise across all asset classes represented in a comprehensive, diversified portfolio, including private alternative investments. We integrate values- and mission-based investing across the firm in order to give clients access to the firm’s robust investment research, portfolio construction, and risk management processes.

GPW is the premier source of inside information about key governance and ESG stewardship developments worldwide. It’s an indispensable resource for leading shareowner activists and experts in every OECD market. Now in its 27th year, GPW keeps subscribers abreast of shareowner engagements across borders, governance advisors, and initiatives by companies, governments and stock exchanges to reform or block governance and sustainability standards. Subscribers include leading pension funds and other activist institutional investors, custodian banks, stock exchanges, corporations, professional trade bodies, management consulting companies, trade unions, investor relations firms, accounting firms, academic institutions, law firms and international governmental organizations.

Green America’s mission is to harness economic power—the strength of consumers, investors, businesses, and the marketplace—to create a socially just and environmentally sustainable society. We work for a world where all people have enough, where all communities are healthy and safe, and where the bounty of the Earth is preserved for all the generations to come.  We work on issues of social justice and environmental responsibility.  We see these issues as completely linked in the quest for a sustainable world.  It’s what we mean when we say “green.” 

The Green Century Funds are one of the first families of fossil fuel free, environmentally responsible mutual funds. For more than 30 years, the Green Century Funds have offered individuals and institutions a way to align their values with their values.  Green Century leads an award-winning shareholder advocacy program that works with many of the world’s largest corporations and convinces them to change their environmental policies and practices. This year, Green Century’s advocates are engaging with companies on biodiversity, climate change, deforestation, plastic packaging, right to repair, and more.  

Learn about our shareholder advocacy, request information, and learn about the Green Century Equity Fund, the Green Century MSCI International Index Fund, and the Green Century Balanced Fund.

Harrington Investments, Inc. (HII) is a leader in Socially Responsible Investing and Shareholder Advocacy. Dedicated to managing portfolios for individuals, foundations, non-profits, organized labor and family trusts to maximize financial, social, and environmental performance, we actively engage in shareholder campaigns and other strategies to promote greater corporate responsibility and social justice. We believe the process of shareholder advocacy influences corporate behavior and educates the public about the practices and values of publicly traded corporations. Our advocacy program includes filing shareholder resolutions on corporate governance, sustainability practices and human and indigenous peoples’ rights. In our current socio-political climate, a time of uncertainty and unrest, we continue to call on corporate directors to confront their moral and ethical obligations of fiduciary responsibility.

The Murninghan Post is a platform for a simple concept and strategy: build a civic moral economy that strengthens equity culture and our political economy. How? By helping concerned citizens, nonprofit fiduciaries, policymakers, and lawmakers activate vast pools of portfolio assets managed by tax-exempt institutions, aka “civic fiduciaries”. At a time when taxes and charitable grants are not enough, we can make that money more productive and accountable to the public interest—particularly regarding human rights, climate, and infrastructure. A civic moral economy aligns investment policy and practice with tax-exempt principles and purpose. It relies upon multi-capital, multi-asset, multi-portfolio, and polycentric approaches. It promotes civic voice and agency by educating, empowering, and engaging ordinary people who remain disconnected from sustainable finance and believe organized politics has failed them.

The Nathan Cummings Foundation is a multigenerational family foundation, rooted in the Jewish tradition of social justice, supporting systemic solutions that advance racial, economic, and environmental justice. We are committed to leveraging 100 percent of the foundation's assets — from our grants to our investments to our voice — in pursuit of people-centric impact. For more information, visit nathancummings.org.

Nia is a women led asset management firm investing at the intersection of environmental sustainability and social justice. We construct public equities portfolios of companies contributing to the transition to a sustainable and inclusive economy. Our unique Solutions Themes approach aligns with the UN SDGs. Nia is an activist investor, leading in corporate engagement on climate, social and racial equity, leveraging our investor voice to make significant changes across large corporations. We view proxy voting and corporate engagement as both an investor right and a responsibility. Nia incorporates comprehensive engagement strategies voting guidelines supporting inclusion, diversity in leadership, and environmental sustainability. We empower individuals, nonprofits and institutions to invest with their values via Nia equity portfolios in their retirement, 401k programs and individual investment accounts.

Parnassus Investments is a responsible investing pioneer and a leading provider of socially responsible equity and fixed income strategies today. We have worked to build wealth responsibly since 1984 based on the insight that successful outcomes begin with the goal of investing for Principles and Performance®.

We seek attractive risk-adjusted returns for our clients over the long term while investing sustainably for the future using an investment process that fully integrates fundamental financial analysis with environmental, social and governance (ESG) criteria.

We identify businesses that we believe have increasingly relevant products or services, persistent competitive advantages and quality management teams for our high conviction portfolios. Every investment we make must meet rigorous ESG criteria.

Raymond James Investment Management, a subsidiary of Raymond James Financial, comprises six boutique investment managers: Eagle Asset Management, Scout Investments, Reams Asset Management, ClariVest Asset Management, Chartwell Investment Partners, and Cougar Global Investments. At Raymond James Investment Management, we believe investor interests are best served by allocating capital to organizations that generate long-term value for all constituents.  To this end, we believe that considering environmental, social, and governance factors is an important part of what we do as asset managers. While each of our boutique investment management firms is unique in its investment approach, we are all actively seeking to help clients find attractive performance and minimize risk through sustainable investment practices, including proxy voting and corporate engagement.   Please visit us at www.rjinvestmentmanagement/esg.

For more than 30 years, the SRI Wealth Management Group at RBC Wealth Management has helped our clients to achieve their financial objectives while driving positive social and environmental impact. We are one of the leading financial advisor teams in the country, exclusively focused on sustainable, responsible and impact investing (SRI). 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. 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. RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member NYSE/FINRA/SIPC.

us.rbcwealthmanagement.com/sri

Launched June 2007, Responsible Investor (RI) is the only dedicated news service reporting on responsible investment, ESG (environmental, social and governance) and sustainable finance issues for institutional investors globally, read by: pension funds, public and government funds, central banks, endowments, foundations, faith groups, family offices, corporations, investment consultants, asset managers, research and data providers, insurance companies, banks, associations, governments, regulators, NGOs, and other industry practitioners. RI also produces the industry-leading regional conferences: RI Asia Japan, RI Europe and RI Americas. www.responsible-investor.com

The Rose Foundation for Communities and the Environment is committed to a future where nature is protected, people’s rights are ensured, and environmental justice is advanced. The Rose Foundation identifies and supports grassroots organizations, many from under-resourced, low-income communities of color that are doing innovative and culturally relevant work tackling tough environmental and consumer rights problems. We support leadership within communities and strengthen connections among partners, such as other funders, CBOs, agencies, and policy makers. For 30 years we have addressed challenges affecting livability, created power from the ground up, and devised community-led strategies that have fostered resilience and built capacity. The Rose Foundation is a 501(c)3 non-profit organization working in California, Washington and the US.

The Singing Field Foundation is a small family foundation, which began active grantmaking in 2004. Grants are initiated by the foundation’s directors and typically provide general support for environmental, animal welfare, health-related organizations, and other charities of interest to family members. The foundation’s interest in mission-related investing and “active ownership” of the companies in which the foundation is invested reflects our desire to maximize our impact as a small foundation, by deploying “the other 95 percent” of our assets, and our personal values, which dictate that the foundation’s investments should be aligned with the foundation’s mission. The Singing Field Foundation’s support for As You Sow flows directly from this interest and complements the foundation’s other grantmaking.

The Sustainability Group was founded in 1987 at Loring, Wolcott & Coolidge by industry pioneer, Amy Domini. We seek to deliver superior, long-term returns while investing for social and environmental progress.  We offer trustee services and individually tailor portfolios to help clients profitably invest their assets in a manner that both aligns with their own values and can make a positive difference in the lives of people and our planet.

While many firms are just discovering socially responsible investing, we have been integrating ESG into our investment process for over 35 years. We give clients the opportunity to invest today for a better tomorrow through active integration of sustainability into our investment strategy, shareholder advocacy and direct corporate engagement, and meaningful community development and impact investments.  https://sustainabilitygroup.com/

Trillium Asset Management offers investment strategies and services that advance humankind towards a global sustainable economy, a just society, and a better world. For over 40 years, the firm has been at the forefront of ESG thought leadership and draws from decades of experience focused exclusively on responsible investing. Devoted to aligning stakeholders’ values and objectives, Trillium combines impactful investment solutions with active ownership. The firm delivers equity, fixed income, and alternative investments to institutions, intermediaries, high net worth individuals, and other charitable and non-profit organizations with the goal to provide positive impact, long-term value, and ‘social dividends’.

Troop is AI-backed modern proxy advisory for modern asset management. When the rest of your investment strategy is so carefully designed, why wouldn’t you align your proxy voting strategy with the rest of your portfolio management thesis? We help build a tailored asset stewardship plan that balances portfolio-wide risk, client/LP preferences, and existing internal proxy voting guidelines in order to generate a proxy voting policy fully custom-made for your fund.

Veris Wealth Partners is an independent, woman-led firm that serves as an investment advisor to foundations & endowments and as a wealth manager for individuals & families. Veris aims to help our clients achieve financial goals while aligning their portfolios with their mission and values. 

With expert knowledge of the sustainable investing landscape and relevant financial, environmental, social, and governance (ESG) issues, Veris structures diversified portfolios that aim to drive positive change while bringing rigor and discipline to the investment process. 

We believe that investing in companies committed to sustainability and ESG principles can deliver competitive market performance while mitigating risk and that investors can have positive social and environmental impact across asset classes and strategies through ESG integrated investing, shareholder advocacy, & thematic impact investing.

Zevin Asset Management is a majority women-owned and led investment firm that helps individuals, families, foundations, non-profits and faith institutions across the country grow their assets while seeking justice, equality, and a healthier planet. For over 25 years, Zevin Asset Management’s clients have benefited from a risk-mitigating investment approach and positive social impact. Zevin Asset Management's mission is to provide our clients with long-term financial results in-line with their goals and values and to use an investor voice to contribute to social and environmental change.