Socially Responsible Investment

MODELS & BEST PRACTICES

Calvert Group
www.calvert.com
The Calvert Group, one of the pioneers of socially responsible investing, has been in the mutual fund business for over 30 years. It manages over $13.5 billion in assets in screened and non-screened portfolios for over 400,000 shareholders.

Domini Social Investments
www.domini.com/about-domini
Domini is an investment firm specializing exclusively in socially responsible investing. The firm, founded in 1991, now manages more than $1.8 billion in assets for individual and institutional investors who wish to integrate social and environmental criteria into their investment decisions.

Equity Trust
www.equitytrust.org
Equity Trust is a national non-profit organization committed to helping communities to gain ownership interests in their food, land, and housing and protect the affordability of these resources. Equity Trust makes low interest loans to projects that promote environmentally conscious, economically sustainable land use, benefit people with low incomes, serve public as well as private interests, and promote active participation in social justice.

Green Century Funds
www.greencentury.com
Founded in 1991, Green Century Funds focuses primarily on environmentally responsible investing. As of March 2006, it had $87.5 million in assets under management. Because of its non-profit ownership, 100% of the net profits are dedicated to further efforts to preserve and protect the environment - efforts that include: campaigning for the protection of clean air, clean water, and open space; filing lawsuits against companies that illegally pollute; and advocating for reduced use of toxic chemicals and reduced emissions of global warming gases.

Investors Circle
www.investorscircle.net
The IC Network is comprised of angel investors, professional venture capitalists, foundations, family offices and others who are using private capital to promote the transition to a sustainable economy. Since 1992, Investors' Circle has facilitated the flow of over $130 million into over 200 companies and small funds.

KLD Research & Analytics, Inc. (Boston, MA)
www.kld.com
Featuring the largest corporate social research staff in the world, KLD provides performance benchmarks, corporate accountability research and consulting services analogous to those provided by financial research service firms.

Newground Social Investment
www.newground.net
Founded in 1994, Newground Social Investment provides socially conscious money management, financial coaching, and shareholder advocacy consultation to individual, institutional, and not-for-profit clients.

Pax World
www.paxworld.com
Founded in 1971 by two Methodist peace activists, Pax World is the nation's oldest socially screened investment management firm in the country, which uses a combined strategy of screening, shareholder activism, and community investments. As of December 2005, it had more than $2 billion of assets under management.

Portfolio 21 Investments (Portland, Oregon)
http://portfolio21.com
Since 1982, Portfolio 21 Investments has maintained a commitment to environmental and social investing by investing in companies dedicated to the same environmental goals. Portfolio 21 sees global warming as “climate destabilization” which indicates social and economic instability as well; the most promising long-term companies are those that are environmentally sustainable. With total asset funds surpassing $250 million, Portfolio 21 offers services in a global equity mutual fund, an institutional share class, and separate account portfolio management.

RSF Social Finance (San Francisco, CA)
www.rsfsocialfinance.org
RSF is a group of non-profit organizations that employs the following strategies: attracting and developing a community of philanthropists and socially-minded investors; putting donor and investor intentions to work through grants, loans, and investments in organizations that create environmental, social, and economic sustainability; and developing the capacity of individuals and organizations to explore the social implications of financial practices. In the past 15 years, assets under management have increased from $6,000 to over $100 million.

Trillium Asset Management
www.trilliuminvest.com
Founded in 1982, Trillium Asset Management manages investment portfolios for individuals and institutions, with an overall value of $1 billion as of 2007. Trillium pursues an integrated approach to socially responsible investing that includes screening, shareholder advocacy, proxy voting, community investing, and public policy involvement. Trillium is majority owned by its employees, who elect two members to the company's board of directors.

Walden Asset Management
www.waldenassetmgmt.com
Founded in 1975, Walden has grown to have $1.5 billion in assets under management as of 2006. Walden and its clients have been involved in shareholder engagement with companies through dialogue and shareholder resolutions as well as social screening of their portfolios. Many Walden clients also participate in community investing. Since 2004, Walden has been a division of Boston Trust & Investment Management Company, an employee-owned firm.