Institutional

Values-Focused Investment Solutions

We help institutional investors pursue their investment objectives in alignment with the unique values of each client.

Values-based investing starts with commitment.

Our dedication to providing values-based investment solutions is unwavering. Throughout our history, we have evolved to offer custom screened, risk-controlled portfolios which align with the unique needs of our clients. The core of all of our custom equity index solutions is our proprietary six-step portfolio construction process. This process provides investors with a separately managed portfolio of stocks designed to closely track the total return of a benchmark index while applying client specific constraints.

Values Customized

Through our proprietary screening methodology, we apply both quantitative and qualitative metrics into the creation of all our customized portfolios.

Environmental
Social
Governance
Impact
Faith
Socially Responsible