Search results in category Institutional Investors & Program Related Investing
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in Financial by Eric Smith
Advising foundation trustees, endowments, and families. Customized long-term investment and wealth management since 1986. State-of-the-art green, sustainable, and responsible investing strategies. Management, consulting, and financial planning.
We believe the best way to make money for our clients is not to lose it. We are conscientious investors who consider environmental, social, and governance factors not only for ethical reasons but also as a marker of strong and enduring companies.
We believe the best way to make money for our clients is not to lose it. We are conscientious global investors who consider environmental, social, and governance factors not only for ethical reasons but also as a marker of strong, enduring companies.
Administers $5 billion in pension and other benefits for employers of the Evangelical Lutheran Church in America and related institutions. Approximately $800 million managed in social purpose funds that use social screens and include several positive
Supports people who work together to change the social, economic, or political conditions which bar them access to participation in a democratic society.
6. General Board of Pension and Health Benefits of The United Methodist Church
The largest denominational pension fund in the U.S., administering retirement and health benefits for 74,000 participants. Investments are screened based on Church values, shareholder actions are taken to promote corporate responsibility, and investm
Small family fund created by the late pediatrician and entrepreneur, Dr. David H. Smith, who believed in the power of individuals and organizations to make significant changes in our world, a view which is reflected in our grant making. Focuses on th
A religious family of more than 1,000 congregations that support each other and bring to the world a theology of tolerance, interdependence, and compassion. Ensures that UUA investments reflect Unitarian Universalist values and offers endowment manag
The Haas SRI Fund is administered by the Center for Responsible Business at the Haas School of Business for the educational benefit and experiential use of its student fund principals.
Christian Brothers Investment Services, Inc. (CBIS) is a leader in Catholic socially responsible investing (SRI) with approximately $3.6 billion in AUM for more than 1,000 Catholic institutions worldwide.