General Sponsor Profiles

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Sponsor LogoBoston Common Asset Management, LLC
Boston Common Asset Management is an employee-owned social investment firm serving individual and institutional investors, offering U.S. large cap equity, balanced portfolios, international and small cap products. Boston Common tailors portfolios to each client's social and financial goals, combining prudent investment management, diligent in-house social research, and path-breaking shareholder advocacy. 617.720.5557 Back to Top
Sponsor LogoCARS, Inc.
CARS™--the CDFI Assessment and Ratings System—is the only comprehensive, third-party assessment of a CDFI loan fund's impact performance and financial strength and performance. CARS™ helps investors confidently assess CDFIs that match their social objectives and risk parameters. Back to Top
Sponsor LogoCommunity Capital Management, Inc.
Founded in 1998, Community Capital Management (CCM) is a Registered Investment Advisor that actively manages community investment fixed income portfolios while seeking to provide investors with competitive returns. CCM's mutual fund, the CRA Qualified Investment Fund, is available to institutional and individual investors and it invests in high credit quality bonds that support community development activities. Back to Top
Sponsor LogoFinancial Advisor Magazine
Financial Advisor magazine, is the country's leading publication for independent financial advisors. FA green, www.fa-mag.com/green, a Web site and quarterly print supplement, focuses on SRI. Please contact Diane Rogala, drogala@fa-mag.com, or Caren Paradise Kohl, cparadise@fa-mag.com, for print advertising sales or Karen Burke, kburke@fa-mag.com, for online sales. Back to Top
Sponsor LogoFinancial Planning Magazine
Since 1971, Financial Planning has been the leading publication serving the information needs of independent financial advisors. Reaching over 230,000* independent investment advisors each month, no other brand delivers the independent advisor market so effectively, offering advertisers unparalleled access to this targeted and powerful audience. *Source: Publisher's Own Data, August 2009 Back to Top
Sponsor LogoForward
Investors today are seeking new tools and strategies to help them achieve their goals and manage risk. Forward is helping to meet and anticipate those needs with an extensive set of diverse, ever-evolving solutions. Providing broad access to innovative strategies, we are striving to lead the industry in new directions. Back to Top
Sponsor LogoGAMCO Asset Management
Gabelli Funds is the mutual fund subsidiary of GAMCO Asset Management, a publicly traded (GBL-NYSE) company, first founded in 1977. More specifically, GAMCO has been managing SRI portfolios since 1987. Today we offer the Gabelli SRI mutual fund, the Gabelli Green Long/Short Fund and multiple SRI separate account strategies. Back to Top
Sponsor LogoGreen Century Funds
Founded by nonprofit environmental organizations, the Green Century Funds are a family of no-load environmentally responsible mutual funds, consisting of the Green Century Balanced Fund and the Green Century Equity Fund. The Funds are committed to shareholder activism as a crucial component of responsible investing. Contact us at (800) 93-GREEN or www.greencentury.com. Back to Top
Sponsor LogoJantz Morgan LLC
Jantz Morgan LLC is an emerging investment management company specializing in quantitatively derived environmental, social and governance (ESG) portfolios. The firm utilizes dynamic fundamental modeling and ESG scoring for its portfolio construction. This yields a disciplined approach that adds significant excess return at a near market risk profile. Back to Top
Sponsor LogoMerck
Today's Merck is working to help the world be well. Through our medicines, vaccines, biologic therapies, and consumer and animal products, we work with customers to deliver innovative health solutions while increasing access to health care through far-reaching programs that donate and deliver our products to the people who need them. Back to Top
Sponsor LogoParnassus Investments
Parnassus Investments is an independent and employee-owned investment management company based in San Francisco, California. The firm seeks to invest in good businesses that have increasingly relevant products or services, sustainable competitive advantages, quality management teams and ethical business practices. Back to Top
Sponsor LogoPortfolio 21
Portfolio 21 is a global equity mutual fund investing in companies designing ecologically superior products, using renewable energy, and developing efficient production methods. Portfolio 21 companies seek to prosper in the 21st Century by recognizing environmental sustainability as a fundamental human challenge and a tremendous business opportunity. Institutional Shares available. Back to Top
Sponsor LogoPraxis Mutual Funds from Everence
Invest in what matters, with Praxis Mutual Funds and Everence Financial. Our stewardship investing philosophy helps you integrate faith and values with your investment decisions. Praxis Mutual Funds are advised by Everence Capital Management and distributed through FINRA member BHIL Distributors Inc. Review a current prospectus at www.praxismutualfunds.com. Back to Top
Sponsor LogoProgressive Asset Management
Progressive Asset Management (PAM) refers investors to financial consultants and investment brokers who are members of the Progressive Asset Management Group offering comprehensive SRI services for every portfolio size, including: access to all major investments and registered markets; socially responsible stocks, bonds, and mutual fund/no-load funds; social research and screening; community investments; and shareholder advocacy. Back to Top
Sponsor LogoSAP
SAP is the world's leading provider of business software, offering applications and services that enable companies of all sizes and in all industries to become best-run businesses. SAP is committed to improving its own operations to become more sustainable and to delivering customer solutions to improve sustainability on a grand scale. Back to Top
Sponsor LogoSchroders
Schroders is a global asset manager with over 200 years of investment experience and $327.4 billion in AUM. Schroder's clients consist of major financial institutions, intermediaries, advisors, and retail investors. Schroders has over 370 portfolio managers and analysts covering the world's investment markets, offering a comprehensive range of products and services. Back to Top
Sponsor LogoSchwab Advisor Services
Schwab Advisor Services is a leading provider of custodial, operational and trading support for independent fee-based investment advisors. For 20 years, Schwab Institutional has supported independent investment advisors by offering support and services to help grow their businesses and help their clients reach their financial goals. Back to Top
Sponsor LogoShared Interest
Shared Interest is an international community investment fund that enables U.S. individuals and institutions to participate in building South Africa's future. The non-profit organization guarantees South African bank loans to development finance institutions serving economically marginalized communities - creating micro-enterprises, affordable homes and benefiting more than 1 million black South Africans since 1994. Back to Top
Sponsor LogoSKBA Capital Management
SKBA offers disciplined value-oriented investment products designed to outperform benchmarks while maintaining appropriate risk levels. Our Socially Responsible Value (SRV) Strategy seeks to achieve long-term capital appreciation by investing in undervalued equity securities from within a socially screened universe. Back to Top
Sponsor LogoSocial (k)
Social(k) is the nation's most diverse socially responsible retirement platform for 401(k) and 403(b) plans. Offering close to 200 screened socially responsible funds, including Calvert, Pax, Parnassus, Portfolio 21, Appleseed, CRA, Green Century, MMA, and Winslow Green Growth. Social(k) is a founding B Corporation member. Mission driven organizations choose Social(k). Back to Top
Sponsor LogoVision Bancorp
Vision Bancorp's commodities-based asset management service provides: a proven team, consistent returns every year since 1986, daily liquidity, principal protection, low risk drawdowns, can "plug & play" into any portfolio's strategy, and we don't charge any administrative fees because our compensation is based solely on performance. Sustainable Results Require Vision. Back to Top
Sponsor LogoWalden Asset Management
Walden Asset Management has been a leader in integrating ESG analysis into the investment process since 1975. Walden works to meet clients' investment objectives and strengthen corporate ESG performance, transparency and accountability through proprietary portfolio screening, proxy voting, shareholder engagement, public policy advocacy, and community development investments. Back to Top


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