Asset management and mutual fund companies offering portfolios with sustainable investments

See also Sustainable Investment Advisory/Asset managers.  A consistent top performer,  seeks to purchase undervalued stocks, and sells them when intrinsic value is reached.    Calvert is a leading investment management firm using sustainability as a platform to create value for investors. is owned by the Calvert Foundation.  It is the only online platform where you can invest in the causes and places that matter to you starting at $20.    Fully integrating environmental, social, and governance (ESG) factors into investment analysis and decision making.     Through these multi-manager Sustainable Investing funds, advisors can access a comprehensive series of asset allocation portfolios featuring some of the best known investment managers incorporating environmental, social and governance (ESG) or sustainability factors into their investment analysis and decision making.  Managed by Pax World.     Our investment philosophy is to own good businesses at attractive valuations. We seek to invest in businesses with increasingly relevant products or services, sustainable competitive advantages, quality management teams and ethical business practices.     Founded by non-profit environmental advocacy groups, our mission is to provide people who care about the environment a way to invest for their future. We analyze a company’s financial performance and rigorously screen companies for their environmental standards. We also then use our clout as shareholders to advocate that companies improve their environmental policies and practices and help reduce shareholder risk.     Neuberger Berman is a signatory of the Principles for Responsible Investment (PRI), in recognition of the impact that we believe environmental, social and governance (ESG) issues can have on long-term investment performance. As fundamental investors, our portfolio managers have long considered ESG factors as part of their investment processes. The PRI provide a framework through which to report and assess such factors, offering an additional tool as we seek to fulfill our mission of partnering with clients to achieve their unique investment objectives.     Domini Social Investments LLC is a woman-owned and managed SEC-registered investment adviser that specializes exclusively in socially responsible investing. We serve individual and institutional investors who wish to create positive social and environmental outcomes while seeking competitive financial returns.

TIAA/CREF’s investment approach can be found here: 

And two of their retail funds found here:    and     Meritas SRI Funds is a leading Canadian provider of socially responsible investments and offers a full range of portfolio solutions and individual funds focusing exclusively on SRI mandates.                     SNW Asset Management is an independent registered investment adviser providing active fixed income portfolio management, with $2.5 billion under management in taxable and tax-exempt accounts for high net worth individuals, municipalities, corporations, credit unions, foundations, and as a sub-advisor to registered investment advisors.  On their home page, click on Impact (HIP) Investing.          Community Capital impact fixed income; produce superior, risk-adjusted returns while providing added diversification and simultaneously having a positive impact on the community and the environment.  Community Capital operates the CRA Fund     The Fund invests primarily in common stocks of companies that Green Alpha Advisors (the “Sub-Advisor”) believes are leaders in managing environmental risks and opportunities, have above average growth potential and are reasonably valued.     TriLinc Global is a groundbreaking impact fund manager whose mission is to demonstrate the role that the capital markets can play in helping solve some of the world’s pressing economic, social and environmental challenges.     Sonen Capital is a specialized investment management firm dedicated to investors seeking financial returns with lasting social and environmental impact.  We offer multi-manager, multi-themed investment solutions via pooled vehicles, portfolio strategies and customized mandates.  We recognize the importance of being transparent in business and in our social and environmental performance  Trillium Asset Management is an employee-owned investment management firm, based in Boston, MA with over $1.7 billion in assets under management. Founded in 1982, Trillium integrates Environmental, Social, and Governance (ESG) factors into the investment process as a way to identify the companies best positioned to deliver strong long‐term performance. A leader in shareholder advocacy and public policy work, Trillium leverages the power of stock ownership to promote social and environmental change while providing both impact and performance to clients.     Focuses on early stage growth companies with between $1 and $20 million dollars in annual revenue.   New Alternatives Fund is a Socially Responsible Mutual Fund Emphasizing Alternative Energy and the Environment. We seek investments in listed companies that have a positive impact on the environment. We are different from funds that make their environmental contribution by only avoiding companies that harm the environment.


These funds are from families that do not specialize in sustainable investment, but focus on clean energy and alternatives:     The Fund invests in alternative energy and energy technology companies, both U.S. and international. Alternative energy includes solar, hydrogen, wind, geothermal, hydroelectric, tidal, biofuel, and biomass.     Fidelity Select Environment and Alternative Energy (FSLEX)     Guinness Atkinson Alternative Energy (GAAEX)

and an ETF:       PowerShares WilderHill Clean Energy (PBW).



As well, good pages to find lengthy lists and performance of sustainability-minded funds from sites listed on other tabs include:


These are links to indexes that focus on sustainable companies.  There may or may not be a fund which uses each index as an investment strategy       Based on the S&P 500 screened for the largest public coal, oil and gas companies ranked by the carbon content of reported reserves.

Barclays Women in Leadership Total Return Index and exchange-traded notes.  The new index is composed of companies with a female chief executive officer or women making up at least one-fourth of the board of directors.  ETN: