Investment Managers, Advisors, and Financial Services Firms

The following is a non-­comprehensive list of companies involved with endowment management and/or sustainable investing.  With thanks to the Intentional Endowments Network.

• Alternative Investment Group – investment fund focused on smaller and early-­‐‑
stage hedge funds with the objective of delivering superior risk-­‐‑adjusted returns,
and an emphasis on sustainable investing: www.altinv.com

Aperio Group – investment management firm focused on indexing strategies,
including “socially responsive” indexing that customizes portfolios to meet
clients’ social, ethical, and governance standards: www.aperiogroup.com

• Arjuna Capital – the sustainable wealth management platform of Baldwin
Brothers, Inc.: www. arjuna-­‐‑capital.com

BlueSky Investment Management – global fundamental value investment management firm:  www.blueskyinvm.com

• Boston Common Asset Management – investment manager focused on
sustainable investing: www.bostoncommonasset.com

• Brown Advisory – investment firm with sustainability focused portfolios,
portfolio screening, and tailored impact portfolios: www.brownadvisory.com

• Calvert Investments – investment management company with SRI products and
services for institutional investors: www.calvert.com/sri.html

• Cambridge Associates – a global investment advisor with a dedicated mission-­‐‑
related investing practice: www.cambridgeassociates.com

• Green Alpha – all-­‐‑cap, multi-­‐‑sector, global growth asset management firm
focused on investing in solutions for the “Next Economy”:
www.greenalphaadvisors.com

• Green Century Capital Management – investment advisor of the Green Century
Funds, founded by a partnership of environmental advocacy organizations;
includes a fossil fuel free fund: www.greencentury.com

• Impax Asset Management – investment manager dedicated to investing in the
opportunities created by the scarcity of natural resources and the growing
demand for cleaner, more efficient products and services, through both listed
and private equity strategies: www.impaxam.com

• Imprint Capital – investment advisor exclusively focused on impact investing
with the intention to generate social and environmental impact alongside a
financial return, recently acquired by Goldman Sachs: www.imprintcap.com

• Kendall Sustainable Infrastructure – investment manager focused on impact
producing real assets, such as wind and solar energy projects with strong cash
flows from long-­‐‑term contracts: www.kendallinvestments.com

• Mercer – global investment consultant firm with a dedicated responsible
investment team: www.mercer.com/articles/responsible-­‐‑investments

• Morgan Stanley Institute for Sustainable Investing – an institute committed to
investing $10 billion in impact investments and building the field of sustainable
investing: www.morganstanley.com/sustainableinvesting

• MSCI – data provider that maintains a variety of ESG-­‐‑related indices and
provides research, analytics and ratings: www.msci.com

• Parnassus Investments -­‐‑ investment management company that considers ESG
factors as part of the investment process in all of its funds: www.parnassus.com

• Pax World Investments – investment advisor offering a comprehensive platform
of sustainable investing solutions, including separately managed accounts for
institutional investors: www.paxworld.com

• Perella Weinberg Partners – advisory and asset management services firm,
offering outsourced CIO services through its Agility platform: www.pwpartners.com

• Prime Buchholz – independent investment consulting firm with outsourced CIO
offerings and sustainable investing expertise: www.primebuchholz.com

• Saturna Capital – investment manager with sustainable equity and bond funds
seeking to invest in issuers with low ESG risks: www.saturna.com/

• South Pole Group – a comprehensive sustainability solutions company offering
tools and advisory services related to investing in climate solutions, portfolio
carbon footprinting, and ESG investing: www.thesouthpolegroup.com

• Sustainalytics – responsible investment research firm specialized in ESG
research and analysis: www.sustainalytics.com

• TerraVerde Capital Management – fund of funds focused on green
infrastructure investments in clean tech and renewable energy with a focus on
sector hedge funds; fossil fuel free investing: www.terraverdecap.com

• Trillium Asset Management – ESG-­‐‑focused asset manager with fossil fuel free
portfolios: www.trilliuminvest.com

• Trucost – environmental data provider: www.trucost.com

• UBS Asset Management – a global asset management firm with a general
approach to environmental and social factors and to corporate governance,
across investment areas: www.ubs.com/global/en/asset_management

• Walden Asset Management – oldest institutional socially responsible investment
manager; the SRI practice of the Boston Trust & Investment Management
Company: www.waldenassetmgmt.com

• Zevin Asset Management – global investment management firm focusing stock
selection on well-­‐‑managed companies with sustainable business practices:
www.zevin.com