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Asset Management Firms Specializing in Socially Responsible Investing

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Many asset management firms focus on socially responsible investing. They develop environmental, social and ethical screens to select companies in which to invest. They also have expertise in community investing and shareholder activism. Here's a sampling of some of the better-known firms.

Access Capital Strategies

Access Capital is a registered investment advisor that was one of the early developers of secondary markets for community development investments. Manages the Access Capital Community Investment Fund, which invests in debt securities that support community development activities in areas targeted by investors. Located at 419 Boylston St., Suite 51, Boston, MA 02116. (617)236-7274

Boston Common Asset Management

Boston Common Asset Management is a full-service social investment firm that seeks sustainable, long-term capital appreciation by investing in socially-responsible enterprises and shareholder activism. Manages approximately $1 billion in assets, including subadvised accounts, across a diverse offering of investment strategies. Located at 84 State Street, Suite 1000, Boston, MA 02109 (617)-720-5557

Calvert

Calvert is a diversified investment management firm serving individual and institutional investors. It offers more than 40 equity and fixed income mutual funds, retirement options, and a national 529 college savings program. The company says it manages the largest family of mutual funds in the U.S. that feature integrated environmental, social, and governance research. Located at 7315 Wisconsin Ave., Ste. 1100W Bethesda, MD 20814 (800)248-0337.

Clean Yield Group

Founded in 1984, Clean Yield is an SEC-registered investment and advisory firm working exclusively with social investors. Invests in stocks and bonds for accounts beginning at $1 million. P.O. Box 117 Garvin Hill Road, Greensboro, VT 05841

Natural Investments

Natural Investments has been active in socially responsible investments for more than 20 years. Principals of the firms have written two books on socially responsible investing: Investing From the Heart in 1992 and Investing with your Values in 2000. The firm publishes the NI Social Rating, a rating system that monitors the social performance of mutual funds. P.O. Box 747 Paonia, CO 81428-0747. (800)793-7512.

Progressive Asset Management

Progressive Asset Management claims to be the first independent full-service investment brokerage in the US to specialize in socially responsible investing (SRI), dating back to 1987. Located at 520 Third Street, Suite 204, Oakland, CA 94607 (510) 622-0202.

The Social Equity Group

Registered investment advisory firm specializing in socially responsible investments for individuals, businesses and institutions since 1992. The firm offers clients comprehensive financial services which address both financial goals and social concerns. Located at 2550 Ninth St. Suite 204A Berkeley, CA 94710-2554 (800)743-9742.

Trillium Asset Management

Trillium has been active in socially responsible investing for 25 years. The firm is guided by the belief that “active investing can offer good returns to the investor, while also promoting social and economic justice.” 711 Atlantic Avenue, Boston, MA 02111-2809 617-423-6655

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