ClearBridge Investments is a global investment manager. ClearBridge has a ESG program for clients who have adopted social investment policy guidelines. Through this program, ClearBridge encourages active company engagement and shareholder advocacy. ClearBridge recently launched the ClearBridge Sustainability Leaders Fund.

www.clearbridge.com

Trillium manages equity, balanced, and fixed income portfolios. As a firm, Trillium is dedicated to sustainable and responsible investing. They believe that ESG factors as apart of their financial analysis allows them to deliver to their clients long-term, risk adjusted performance.  

www.trilliuminvest.com

Resources:

•  Investing in Equality: Integrating LGBT Issues into Total Portfolio Activation l Croatan Institute, Social Justice Fund Northwest, Out Leadership & Trillium Asset Management, September 29, 2016

Founded in 1998, Impax is a specialist asset manager in both listed and private markets strategies, investing in the opportunities arising from the transition to a more sustainable global economy.

Impax believes that capital markets will be shaped profoundly by global sustainability challenges, including climate change, pollution and essential investments in human capital, infrastructure and resource efficiency. These trends will drive growth for well-positioned companies and create risks for those unable or unwilling to adapt.

The company seeks to invest in higher quality companies with strong business models that demonstrate sound management of risk. Impax offers a well-rounded suite of investment solutions spanning multiple asset classes seeking strong risk-adjusted returns over the medium to long term.

Impax has approximately 300 employees across its offices in the United Kingdom, the United States, Ireland, Denmark, Hong Kong and Japan making it one of the investment management sector’s largest investment teams dedicated to sustainable development.

Resources from Impax Asset Management:

• The business case for diversity and inclusion 
• Untangling the intangible asset of workplace culture
• AI’s double-edged role in the sustainability revolution  
• Seeking resilience
• Impact Report 2024
• Impax Climate Report 2024
• Stewardship and Advocacy Report 2024
• Investing to address biodiversity loss
• Turning down the dial on cooling-related emissions
• The green arc of steel’s transition

Perella is a independent financial services firm. The agility strategy provides outsourced investment solutions for clients. This platform allows for the Outsourced Investment Team to customize investments to meet the clients' individual needs.

https://www.pwpartners.com/

At Pax World Investments, they believe that sustainable investing is not only a better, but a smarter way to invest. They define sustainable investing as "the full integration of environmental, social and governance (ESG) factors into financial analysis and decision-making".   The Pax World investment process includes identifying "top-down global investment themes, analyzing companies through bottom-up fundamental analysis, and integrating comprehensive sustainability and financial analysis". 

www.paxworld.com

Parnassus Investment manages six funds to meet various investment needs. Responsible Investing is at the heart of their investment approach. Each member of the investment team considers ESG factors, while two members of the team are dedicated solely covering ESG factors. 

www.parnassus.com

Imprint Capital is an impact investment firm. They create customized portfolios for their clients including foundations, families, and financial institutions. Part of this customization process is looking at the mission of each client and aligning their portfolio with that specific mission objective. They invest globally and focus on many issues areas including Energy & the Environment. 

www.imprintcap.com

Green Century Funds was founded by non-profit environmental advocacy groups as way of providing an investment option for people who care about the environment. They offer was they call the "triple-green" approach in order for those who invest to receive competitive returns while also remaining confident that they are investing in sustainable companies. Green Century offers two completely fossil fuel free mutual funds - the Green Century Equity Fund and Green Century Balanced Fund. 

www.greencentury.com

Green Alpha is an asset management firm founded on principles of environmental stewardship. They believe firmly that the global economy must operate in an environmentally sustainable world. As a part of this approach, Green Alpha offers fossil fuel free portfolios. They believe in science driven, research based investments in the Next Economy. 

www.greenalphaadvisors.com 

Cambridge Associates is a global investment firm that builds diversified portfolios while considering mission-related investing. Cambridge service offerings include outsourcing & discretionary management, advisory services, and investment offices tools & services.  

Resources: 

• Understanding the World of Impact Investing

• Risks and Opportunities From the Changing Climate: Playbook for the Changing Climate: Playbook for the Truly Long-Term Investor

• Five Steps Investors Can Take To Anticipate And Manage Climate Change Risks

• Fossil Fuel Divestment

• Mission Related Investing

www.cambridgeassociates.com