Over 50 Years Strong In Socially Responsible Investing
Since 1971, our rich heritage of providing separately managed accounts for specific SRI and ESG mandates informs our rigorous, research-driven investment approach.
1919 SRI/ESG Balanced Strategy
Seeks above average returns over time while minimizing risk by investing in a well-diversified portfolio of stocks and bonds of companies that meet our socially responsible criteria.
Our 5 Social Guidelines lead us to select companies that:
Environment: Minimize the negative impact of business activities on the environment
Employment Practices: Have fair and reasonable employment practices
Human Rights: Contribute to the general well-being of host communities and respect human rights
Weapons: Do not manufacture nuclear weapons, other weapons of mass destruction, or derive more than 5% of revenue from non-nuclear weapon production
Tobacco: Do not derive meaningful revenue from tobacco products
Disclosure
All investments involve risk, including risk of loss and there is no guarantee investment objectives will be met.